Forms

Listed are some the relevant forms you will need if you are instructing a solicitor, or indeed us to provide a Pensions on Divorce sharing report.

LIST OF DOCUMENTS

User Guide for Assured Wealth Portal

User guide for solicitors, mediators, and individuals acting in person (via An agreed letter of instruction from a mediator, solicitor or barrister)

4.5mb

Download

Letter of Authority – Defined Benefit schemes

Submit a request to a final salary pension administrator for all the data we will require to produce your report.

77kb

Download

Letter of Authority - Defined Contribution schemes

Submit a request to a final salary pension administrator for all the data we will require to produce your report.

89kb

Download

Experts CV

An up to date copy of the PODE’s CV for the court.

65kb

Download

A guide to best practice for Solicitors and Mediators

A reminder of what to do and when

37kb

Download

Additional support you may with to give to clients whilst working through the pensions and divorce process

Helpful tips on death benefit nomination forms, wills and Lasting Powers of Attorney

51kb

Download

Instruction form

Information we require to enable us to assess your case and produce a sharing report.

95kb

Download

Terms of Business

Terms of Buisness for lawyers and mediators instructing us directly.

110kb

Download

Terms of Business for litigants in person

Terms of Buisness for litigants in person instructing us directly.

110kb

Download

Form E

Used to list all of your assets and liabilities to help the legal process assess what is a fair and equitable financial solution.

1mb

Download

Form P

Direction form to the pension provider to provide all relevant information in relation to your plan. Complete one per pension provider.

402kb

Download

Form P1

Application from the Court to produce the pension sharing Annex.

390kb

Download

BR19

Ascertain your state pension and COPE payment. used to help forecast guaranteed benefits in retirement.

211kb

Download

BR20

Ascertain your state pension opted out (SERPS) benefits and COPE payment. used to help forecast guaranteed benefits in retirement.

114kb

Download

Guide to the treatment of Pensions on Divorce

The Report of the Pension Advisory Group

3mb

Download

Sharing Pension Protection Fund

Protecting people’s future

197kb

Download

A survival guide to pensions on divorce

If you are facing the end of your marriage or civil partnership it is really important not to overlook pensions when working out your finances

720kb

Download

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