Trinity IFA Extranet
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Boal & Co is a firm of actuaries and pension consultants and specialising in all aspects of international pensions.  We have 15 years’ experience in offshore transfer of UK pensions, and we are trustee or administrator to over $1 billion of offshore pension scheme assets.

From 2006, overseas pension transfers have been possible only if the overseas scheme is registered with HM Revenue & Customs as a Qualifying Recognised Overseas Pension Scheme (“QROPS”).  Boal & Co have led the way in QROPS, with schemes established in the Isle of Man and in Guernsey.

From 1 November 2010, our QROPS range reaches new heights with the launch of Trinity, a QROPS scheme approved under new Isle of Man “50C” legislation (which we were instrumental in creating).  Trinity is a highly innovative, yet totally compliant QROPS, which introduces new, tax-efficient benefit possibilities previously unavailable to any Isle of Man or Guernsey (or other) QROPS.  Trinity re-defines the QROPS market.

Trinity is registered with HMRC as a QROPS and is included on HMRC's official published QROPS list.

This extranet is provided by Boal & Co for selected independent financial advisers and pension professionals around the world.  Access to the extranet is restricted, is on a privileged basis, and can be withdrawn by Boal & Co at any time. 

The extranet is provided to:

  • enable advisers to stay up to date on technical pension matters relevant to QROPs and UK pensions
  • enable downloads of Trinity (QROPS) application forms and other literature, including selected offshore bond applications where QROPS investment is into portfolio bonds and investment bonds
  • facilitate the completion of on-line Trinity QROPS applications and tracking of business through the new business stage
  • provide an easy means of contact with the QROPS team at Boal & Co.

Advisers wishing to place QROPS business with Boal & Co can register to access the extranet here please enter your email address and click register

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Special Offer – Transfers from other Providers’ QROPS

We will reduce our initial fee on a 1:1 basis to reflect any exit charges applied by the transferring scheme – applies to transfers from other QROPS only.

  • Minimum remaining initial fee is £500
  • We can pay up to 2% to the adviser for the advice process (subject to individual client consent)
  • Schemes can only avail of the enhanced lump benefits once they have transferred to Trinity
  • Special Offer closing date: completed applications must be received by 30 September 2011

******* NEWS FLASH *******

Boal & Co are delighted to have been honoured with a Special Award at The International Fund & Products Awards 2011 presentation in London on 16th June.  In making this special award, the judges’ comments (below) really say it all in relation to Boal & Co’s command of the QROPS market and the innovation behind the very first “designer” QROPS (our Trinity scheme) :

  • “the judges felt that Boal & Co displayed a depth of technical knowledge that shows a clear understanding of the QROPS market”

  • “there is no doubt that Boal & Co’s work in this sector has not only helped other providers in the sector, it has improved customer choice. It shows a genuine commitment to the market and customers alike”

  • “Technically as good as it gets and they should be congratulated”.

The awards are judged by an independent panel of industry practitioners and experts.  We are grateful for their insight, and for their comments.

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