Isle of Man Pensions Governance Conference 2025

Isle of Man Pensions Governance Conference 2025

By Boal & Co

The Isle of Man's only dedicated pensions conference.

Date and time

Location

Comis Hotel & Golf Resort

Mount Murray Back Road IM4 2HT Douglas Isle of Man

Agenda

8:15 AM - 9:00 AM

Registration & Breakfast

9:05 AM - 9:15 AM

Welcome: Minister Tim Johnston MHK

9:15 AM - 10:15 AM

Update: Isle of Man Financial Services Authority

Andrew Kniveton, Isle of Man FSA

10:15 AM - 11:00 AM

Breakouts: DB Scheme Funding & Longevity/ DC Decumulation

Andrew Pugh, Mercer

Michael Ardill, Hymans Robertson

11:00 AM - 11:15 AM

Coffee

11:15 AM - 11:45 AM

Breakouts: DB Investing for Different Objectives/ DC Best Practice for Leavers

Richard Lunt, Hymans Robertson

John Batty, Boal & Co

11:45 AM - 12:30 PM

IDT & FATCA

12:30 PM - 1:00 PM

Panel: Current Issues

1:00 PM - 2:00 PM

Lunch

2:00 PM - 2:10 PM

The Island's Pensions Industry

Simon Pickering, Finance Isle of Man

2:10 PM - 2:45 PM

Global Tax Implications on Pensions

2:45 PM - 3:30 PM

Fiduciary Duties - Where Are We Now?

Simon Evans, CMS

3:30 PM - 4:00 PM

IHT Case Study

4:00 PM - 5:00 PM

Refreshments and Networking

Good to know

Highlights

  • 7 hours, 45 minutes
  • In person

Refund Policy

No Refunds

About this event

Business • Finance

The Isle of Man's only dedicated pensions conference, this full day event is specifically created for anyone involved with Isle of Man company pension schemes and group personal pensions, including:


  • HR Teams
  • Company Directors
  • Trustees of Pension Schemes
  • Lawyers and Accountants
  • Anyone with an interest in Isle of Man company pensions


Hosted by Boal & Co, this interactive conference will feature a mix of presentations, expert panels and breakout sessions delivered by leaders in the field of pensions from Boal & Co, the Isle of Man Financial Services Authority, Hymans Robertson, Keystone Law, Mercer and more.

The jam packed agenda includes a wide range of formats and pension topics including breakout sessions providing a choice of both specialist technical content and more generalist subject matter.


CPD certificates will be provided upon request.

Frequently asked questions

Does the ticket price include catering?

Yes - a buffet breakfast and hot lunch will be provided, in addition to hot/cold drinks and biscuits throughout the day.

Can I invite a colleague?

Yes, this conference is open to anyone with an interest in, or wishing to learn more about, Isle of Man company pension schemes and group personal pensions.

Do I need prior technical knowledge to attend?

No - there will be a mix of sessions for you to select from; some will be more technical/specialist than others.

Can I earn CPD?

Yes, a CPD certificate for 5.5 hours will be provided to attendees upon request.

Will photographs be taken at this event?

Yes - photographs will be taken for the purposes of PR and social media. If you do not wish your photograph to be taken, please alert one of the Boal & Co team on the day.

Is there an option to purchase a ticket for part of the day only?

No - tickets are for the full event, with early bird ticket rates available until 19th September 2025.

Will there be an opportunity to ask questions?

Yes, there will be multiple opportunities to ask questions to our pensions experts throughout the day - either on a one-to-one basis, confidentially via Slido, or as part of the panel discussions.

Organised by

Boal & Co

Followers

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Hosting

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Early bird discount
£125 – £160
Nov 7 · 08:15 GMT