Paul joined Boal & Co in 2010.
Paul provides trusteeship and administration services to an extensive Isle of Man and international personal pensions client base.
Specialising in qualifying recognised overseas pension schemes (QROPS) and international pension plans (IPPs), Paul works closely with clients and their advisers to onboard new members to Boal’s master trust arrangements. His role involves pension scheme administration including processing regular pension and lump sum payments, transfers, death claims, investments, and contribution payments, together with the vetting of Terms of Business Applications for new IFAs.
Paul has more than 30 years’ experience, having worked for three major life assurance companies in a variety of roles – Administrator, Manager, Business Analyst and Trainer.
Paul holds a CIPD qualification in Personnel and Training.
Paul enjoys holidays to the sun and is a regular visitor to the Canary Islands. Paul is a season ticket holder at his favourite football club and travels to watch the team play, averaging 18 games a season.