Pension Sharing
Implementation Service

We offer a fixed price implementation service of just £1,495

Once you have been awarded a pension sharing order by the court, you will need to plan how to utilise those pension assets to fund your retirement income needs.

As a fully FCA regulated independent financial planning firm, we are able to offer practical advice to help you achieve your goals.

If you have been awarded a Final Salary (Defined Benefit) share from your ex-spouse, then the scheme may be able to offer you several things, including:

Become a member in your own right and opt to take benefits when you want.

Share your ex-spouse’s membership. This may mean you are restricted to when and how you can retire based upon the decisions your ex-spouse makes.

A transfer out to an occupational or personal pension scheme where you get to make the choices of when and how to retire.

The pension scheme administrators may charge you a fee to implement one or more of these options, along with possible re-calculation fees and a financial adviser may then have to be involved to make a full assessment of your situation and give you suitable advice on how to move things forward. They typically charge around 3% of the first £100,000 of pension assets and then a sliding fee for values over £100,000.

“Thank you for your support and professionalism yesterday. I was so glad to have you next to me and I had all the confidence in you to reach the goal you did. Excellent work.”

E McIntosh

We offer a fixed fee service of £1495 to assess and implement your pension sharing order.

  • Assess your attitude to risk.
  • Assess your likely future income needs.
  • Talk to the scheme trustees and administrators on your behalf.
  • Research the whole of the market to find you the best pension solution to meet your needs both now and in the future.

Fees can be paid up front or taken from your pension assets once our work is completed.
To find out more about our service, please get in touch.

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For more advice about Pension Sharing talk to one of our advisors today

01925 396122

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As a fully regulated financial planning company, our day to day role is giving high quality advice to individuals, trustees and business owners alike.

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As a fully FCA regulated independent financial planning firm, we are able to offer practical advice to help you achieve your goals.