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Margy
Caley

Team Leader

Corporate Pensions, International

Margy joined Boal & Co in 2019 bringing offshore financial sector and pensions experience.

Margy coordinates the international corporate pensions administration team which provides Isle of Man and Jersey trusteeship and administration services to an extensive corporate client base including several Global Fortune 500 companies. 

As a key contact for various plans, Margy works closely with providers, dealing with complex queries and assisting with managing the corporate pensions team. She is responsible for approving and processing withdrawals, transfers, death claims, investments and contribution payments as well as processing regulatory changes and dealing directly with the regulator where required.

With more than 22 years’ experience in offshore financial services, Margy previously worked for an international life assurance company before joining Boal. 

Expertise:

• International Corporate Pensions• Pension Governance• Pensions Trusteeship and Administration Oversight• Relationship Management

In their spare time:

Margy is a keen walker and has completed the Isle of Man’s 85-mile Parish Walk four times.  She is married with two children and enjoys exploring the Manx Countryside with her dog. 

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