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Retirement solutions

Any questions?
Contact our specialist retirement solutions team.

 

For over 30 years, we have been providing comprehensive pension consultancy, trustee, and administration services to companies and individuals in the Isle of Man and other jurisdictions, as the island’s longest-established pension provider.

We understand that retirement planning is a crucial part of financial management, and we offer a range of pension plans and retirement solutions that cater to the diverse needs of our clients.

In today’s increasingly global economy, where mobility of labour and cross-border commercial activity is on the rise, the need for effective, flexible and internationally focused retirement plans has become even more important. We recognise this need and are committed to providing bespoke and specialised pension products to the international and domestic pension market.

At Baker Tilly Isle of Man, we specialise in the establishment, administration, and oversight of retirement benefit plans for local and international individuals, employees, and employers. We offer a range of pension plans including company pension and private pension plans. Our team of experienced specialists will be on hand to assist throughout the process, from design to implementation and beyond.

We believe that everyone should be treated as an individual, not as a number. That’s why our team works to ensure that every client feels valued. We have an experienced team who are committed to understanding each client’s unique requirements and tailoring our services to meet their specific needs.

As your trusted pension provider, we provide peace of mind by offering retirement solutions that are flexible, secure and designed to meet your long-term financial goals.

Baker Tilly Isle of Man Fiduciaries Limited is registered by the Isle of Man Financial Services Authority as a professional retirement benefits schemes administrator

We provide the full range of retirement solutions including:

Membership of low-cost SIPP’s
Individually tailored SIPP’s
Pension Freedoms Schemes (PFS)
Qualifying Non-UK Pension Schemes (QNUPS)
Company pension schemes in the Isle of Man
International pension plans
Small Self-Administered Schemes (SSAS)
Provision of trustees to schemes

Related services

International pension plans
Pensions freedoms scheme
Qualifying Non-UK Pension Schemes
Self-Invested Personal Pension Plans
Key contacts
Photo of Stuart Clifford ProfPMI
Stuart Clifford ProfPMI
Principal (LLC) & Director
Photo of Kerri Clifford ProfPMI
Kerri Clifford ProfPMI
Pensions Manager
Photo of Andrew Perry DipPFS / Cert CII
Andrew Perry DipPFS / Cert CII
Pensions Manager

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