About Us

iPlan Retirement Solutions Limited

We are a specialist company established in 2009 to provide Trustee and Administration services to both international and Isle of Man clients for the operation of their occupational or personal retirement plans. We also provide Third Party Administration (TPA) services to other professional trustee companies, delivering back office member record keeping and online access for their clients.

Located in the Isle of Man where we are registered with and regulated by the Isle of Man Financial Services Authority (IOMFSA), as a Professional Retirement Benefits Scheme Administrator.

Our business is established on three core values, integrity, transparency and simplicity. We take our fiduciary responsibilities seriously and pride ourselves on delivering a high level of service to our clients and members. We charge fees based on what we need to provide this service and do not take any commission or remuneration from our clients investments. It is our belief that simplifying the processes by utilising online functionality helps clients and members manage their accounts and data easier and also helps make our service more efficient.

Our business is run by a team of qualified professionals with many years’ experience and we have an excellent record of client retention which we firmly believe is a direct consequence of our dedication to providing excellent service, clear and transparent pricing and treating our clients with respect.

iPlan Retirement Solutions Limited also uses the registered trading name IPlan Pensions for our local business in the Isle of Man. On this site we use term “retirement plan” when referring to international business and “pension” when referring to Isle of Man or UK business, on occasions there may be some crossover in which case these terms should be treated as interchangeable.