Boal & Co

Retirement | 25 Aug 16

Sales of recognised overseas pension schemes (Rops) are taking a hit following the UK’s pension freedoms introduced last year, made worse by an FCA rule requiring British expats to seek regulated advice for defined-benefit pension transfers.

Best Practice | 19 Aug 16

In the first of a new series of three independent reviews of international life products, Brian O’Neill, consultant at Isle of Man-based actuary and consultancy firm Boal & Co, puts the spotlight on RL360°’s regular savings product called Quantum.

Best Practice | 13 Jun 16

Successful investment leading up to pension age plays a significant role in retirement outcome but taking full advantage of the taxation benefits available can equally help maximise an expat’s position.

Retirement | 26 May 16

John Batty, technical sales manager at Boal & Co, looks at the current offshore retirement funding solutions and how they work for UK residents in light of recent regulatory changes.

Retirement | 1 Apr 16

Isle of Man-based pensions provider Boal & Co’s recent lowering of its Qrops fees is not indicative of an industry-wide shift that would see the cost of Qrops fall.