
Join us for the fifth annual Isle of Man Pensions Governance Conference, the Island's leading event dedicated exclusively to Isle of Man corporate, occupational and group personal pensions.
Join us for the fifth annual Isle of Man Pensions Governance Conference, the Island's leading event dedicated exclusively to Isle of Man corporate, occupational and group personal pensions.
REGISTER HERE
Hosted by Boal & Co and sponsored by Finance Isle of Man, this full-day conference brings together pension professionals, employers and industry experts to explore the latest developments shaping the pensions landscape in the Isle of Man.
Whether you are responsible for an occupational pension scheme, managing a group personal pension arrangement, advising clients or supporting employees through pension decisions, this conference offers valuable insights, practical guidance and opportunities to learn from industry leaders.
Who should attend?
This conference has been designed for:
- Pension Trustees
- HR Professionals
- Company Directors
- Pension Managers and Administrators
- Independent Financial Advisers
- Lawyers and Accountants
- Employers operating pension arrangements
- Anyone with an interest in Isle of Man pensions and retirement benefits
What to expect
The conference will feature a dynamic mix of:
- Expert presentations
- Panel discussions
- Fireside chats
- Interactive breakout sessions
Networking opportunities
For 2026, the programme has been expanded to include dedicated content for HR professionals and employers, alongside the technical and governance-focused sessions that have made this conference a fixture in the Isle of Man pensions calendar.
Topics include
- Isle of Man FSA regulatory updates
- Legal and governance developments
- Member communications and engagement
- Pension scheme administration best practice
- Member tracing
- Defined Benefit (DB) and Defined Contribution (DC) pensions
- GDPR considerations for pension trustees
- Common reporting and compliance pitfalls
- Current industry challenges and emerging trends
Professional Development
All attendees will be eligible to claim CPD hours.
Networking
The day concludes with refreshments and networking.
Why Attend?
- Stay up to date with the latest regulatory and industry developments
- Gain practical insights from leading pensions professionals
- Choose from both technical and non-technical breakout sessions
- Earn valuable CPD hours
- Build connections with industry peers and experts
Agenda
|
Time |
Topic |
Suitable for |
Speaker |
|
Room |
|
0815-0900 |
Registration & Breakfast |
All |
- |
|
Snaefell |
|
0900-0915 |
Welcome & Introduction |
All |
Mark Doyle |
Boal & Co |
Niarbyl |
|
0915-1015 |
FSA Update & Q&A |
All |
Bettina Roth Andrew Kniveton Ronald Dicks David Baker Chaired by Ben Hughes |
FSA FSA FSA FSA Keystone IOM |
Niarbyl |
|
1015-1100 |
Breakout 1: |
||||
| (A): Keeping Privilege Protected: Key principles and risks for pension trustees | Trustees & pension professionals | Simon Evans | CMS | Niarbyl | |
| (B): Pensions Made Practical: Supporting employees & getting it right | HR professionals & employers | John Batty | Boal & Co | Brulot | |
| (C): Defined Benefit Investments | DB pension trustees & advisers | Ben Alcock | Hymans | Champagne Bar | |
|
1100-1115 |
Coffee |
All |
- |
|
Snaefell |
|
1115-1200 |
Breakout 2: |
|
|
|
|
| (A): GDPR Update for Pension Trustees | Trustees & pension professionals | Kathryn Sharman | DQ | Niarbyl |
|
|
|
(B): Hints & Tips for Employers |
HR professionals & employers | Miltiades Papadopoulos | Boal & Co | Brulot |
|
|
(C): Making Sense of DB Transfer Values |
DB pension trustees & advisers | Andrew Pugh | Marsh | Champagne Bar |
|
1200-1210 |
Buffer to move back to main room | - | - | - | |
|
1210-1250 |
Panel Discussion | All |
Andrew Pugh John Batty Keith Bull Mark Doyle Simon Pickering Chair: Ben Hughes |
Marsh Boal & Co Grant Thornton Boal & Co Finance Isle of Man Keystone IOM |
|
|
1250-1400 |
Hot buffet lunch | - | - | - | |
|
1400-1410 |
A word from our sponsor... | All | Simon Pickering | Finance Isle of Man | Niarbyl |
|
1410-1450 |
Member Tracing | All | Jonny Harman | Kroll | Niarbyl |
|
1450-1500 |
Comfort Break | - | - | - | - |
|
1500-1520 |
Common Errors in Pension Scheme Reporting | All | Liam Jones | Income Tax Department | Niarbyl |
|
1520-1600 |
Fireside Chat | All |
Mark Doyle Chris Shimmin Liam Jones Keith Bull |
Boal & Co FSA Income Tax Dept Grant Thornton |
Niarbyl |
|
1600-1615 |
Close | - | Mark Doyle | Boal & Co | Niarbyl |
|
1615-1730 |
Refreshments & Networking | - | - | Snaefell |


