Videos

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

Understanding pension valuations and pre and post relationship pension accrual assessments

Three case studies explaining how pensions are valued for the purposes of divorce and how to assess pre and post pension accrual in a divorce setting

Time
37.36

Pensions and Divorce Webinar – May 2020

How to achieve greater client outcomes when it comes to Pension sharing and the FDR

Time
45.00

Pensions terminology for Lawyers

Our Pensions Expert on Divorce (PODE) Paul Heath explaining the technical process

Time
10.01

Divorce and Pension Sharing

UK’s lowest fixed price Divorce and Pension Sharing Report Service from just £895 plus VAT

Time
2.00

What happens to the client once the Annex order has been made

Ensuring your client has all the documents they need prior to the pension sharing order being put in place. This can help speed up the transfer time to the spouse winning the order.

Time
8.16

Challenges faced when preparing a pension sharing report

When one party has taken benefits earlier and not declared this.

Time
6.08

The valuation process of pensions

What is the process for projecting income in the future from today's values.

Time
4.46

Pensions terminology

Final salary and defined contributions what is the difference between the different contracts.

Time
7.00

How to instruct a Pensions Actuary

What to ask your client to ensure you get the best client outcome.

Time
5.15

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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.