Typical Engagements
Aspect
I was instructed to comment on a client’s existing situation and whether the settlement being offered was fair.
Charge – £600 plus VAT
I was instructed to look at the pension cash equivalent and to ascertain whether I thought it was fair value.
Cost – £450 plus VAT including the costs of an independent actuarial valuation of the cash equivalent.
Court report
I was instructed by two solicitors to comment on the pension schemes involved and to confirm which was the most appropriate ones for sharing.
Charge – £500 plus VAT (costs shared)
I was instructed by the court to look at the overall pension situation and to provide advice and guidance on the most appropriate way of settling to achieve equality of income.
Cost – £750 plus VAT
Implementation
I was asked to provide advice on the implementation of a 52% pension share valued at £125,000.
Cost – fixed fee of £2,500 (with the option for the fee to be taken from the pension transfer value)
I was asked to provide advice on the implementation of a pension sharing order for 62% valued at £50,000.
Cost – fixed fee of £1,500 (paid by cheque but with the option of offset part of the fee by the pension transfer value).
