On this full-day course you will learn:

Introduction to Pensions 

  • Why a pension scheme?
  • Features of different types of pension arrangement
  • Private Sector Defined Benefit
  • Public Sector Defined Benefit
  • Defined Contribution
  • State Pension Scheme

What is Pension Flexibility and the effect on divorce?

  • Annual allowance
  • Lifetime allowance
  • Pitfalls of accessing a pension to fund divorce
  • Death benefits

First steps in approaching the pensions issue

Valuation of Pension Rights

  • Cash Equivalents – what are these and are they correct to use for divorce?
  • Alternative Valuations – when an alternative valuation to a Cash Equivalent may be appropriate
  • Interpreting pension information

Methods of Settlement 

  • General features of the three methods of settlement: Offsetting, Pension Sharing Order and Attachment Order 8 apportionment for period of marriage
  • Utility

Consulting an Expert 

  • When to consult an expert
  • Instructing an expert

The pension sharing process 

  • Pitfalls to avoid
Helen Howcroft

Helen Howcroft

Details and courses

Helen was brilliant. Presentation and notes excellent, very informative, will be very helpful to use knowledge learned in practice.

Probably the most helpful and enlightening course on pensions I have ever attended. Excellent value for money and thorough, detailed notes. Thank you.

Excellent course, very informative.

Available dates (1)
Tue 22 Sep 2020 - 9:30AM Virtual Classroom Become a VIP and get your first 3 hours' FREE£480
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Course Notes - Pensions on Divorce £120

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