Posted December 29th, 2010
Pension Offsetting – Need advice now?
Why not book a free no obligation review of how pension offsetting affects you.
Unfortunately, there is a lot of misinformation out there on what can and cannot be done with pension offsetting.
I offer a free 30 minute consultation by telephone so why not call me now on 0800 092 1229 to arrange or send an email to phil@thedivorceifa.co.uk Virtual sessions available webcam too!
Posted December 24th, 2010
Pension Attachment (earmarking) – Need advice now?
Why not book a free no obligation review of how pension attachment / earmarking affects you.
Unfortunately, there is a lot of misinformation out there on what can and cannot be done with pension earmarking.
I offer a free 30 minute consultation by telephone so why not call me now on 0800 092 1229 to arrange or send an email to phil@thedivorceifa.co.uk Virtual sessions available webcam too!
Posted December 13th, 2010
Pension Sharing Order – Need advice now?
Why not book a free no obligation review of how pension sharing affects you. Need some specific advice on a pension sharing order – I can provide it!
Unfortunately, there is a lot of misinformation out there on what can and cannot be done with pension sharing orders.
I offer a free 30 minute consultation by telephone so why not call me now on 0800 092 1229 to arrange or send an email to phil@thedivorceifa.co.uk Virtual sessions available webcam too!
Posted December 6th, 2010
Pension Sharing – Need advice now?
Why not book a free no obligation review of how pension sharing affects you.
Unfortunately, there is a lot of misinformation out there on what can and cannot be done with pension sharing.
I offer a free 30 minute consultation by telephone so why not call me now on 0800 092 1229 to arrange or send an email to phil@thedivorceifa.co.uk Virtual sessions available via a webcam too!
Posted September 3rd, 2010
Once your pension sharing order or pension sharing annex is received by the trustees together with all of the additional documentation (see previous blog – http://bit.ly/azX9do) it is quite normal for the implementation period to start.
Given that it can take up to four months for implementation to be completed it is a good idea to get this started as soon as possible. In my experience, sharing orders either complete in the first month or the fourth!
But often the pension sharing order may be badly worded or incorrectly drafted and this often leads to it being immediately rejected by the pension scheme involved. They will issue a postponement of implementation notice summarising why the pension sharing annex has been rejected and what is required to amend it.
Recent examples of cases I have worked on where the order was rejected (before I got involved!) are:
Once advice is taken, it can often be a relatively straightforward matter to get the order amended but it does need to then go back to court to be restamped, which can add to the time delays.
If you are considering how to draft your pension sharing order or you require further assistance on a incorrectly drafted pension sharing order, please contact me on 0800 092 1229 or email advice@thedivorceifa.co.uk
The Divorce IFA is Phil O'Connor, a Resolution Accredited Independent Financial Adviser helping clients make better more informed financial decisions on divorce
The Divorce IFA is a trading name of Whitewell Financial Planning Limited.
Whitewell Financial Planning Limited is registered in England & Wales no. 6578336. Whitewell Financial Planning Limited is an appointed representative of The Whitechurch Network Ltd, which is authorised and regulated by the Financial Services Authority.
The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
