Lisa
Astin
Consultant
Personal Pensions
Lisa joined Boal & Co in October 2024 bringing more than 15 years’ experience in pensions.
Lisa is responsible for servicing clients with qualifying recognised overseas pension schemes (QROPS) and international pension plans (IPPs).
Her role involves pension scheme administration including processing lump sum and regular pension payments, transfers, additional contribution payments and vetting of Terms of Business Application Forms for new IFAs.
Lisa has significant pensions experience gained from previous roles with other local pensions providers, a life assurance company and an Isle of Man IFA.
Expertise:
• Qualifying Recognised Overseas Pension Schemes (QROPS)• International Pension Plans (IPPs)• Pensions Trusteeship and Administration• Relationship Management
In their spare time:
Lisa enjoys walking her dog (Simba), reading, and watching movies.
