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Pension Offsetting

For many people pension offsetting is the simplest and most desired option. However, the complexities of dealing with pension offsetting can be off putting. Concerns over the valuation of the pension and how it is valued properly against savings or equity are common.

As with pension sharing I have dealt with hundreds of pension offsetting situations and understand how different pension experts and actuaries deal with this approach.

There is no uniform approach to pension offsetting and care needs to be taken to ensure it is undertaken properly and in a joined up way.

If this is something I can help you with, please get in touch today on 0800 092 1229 or email [email protected]

What Our Clients Say...

You have been fantastic...

“Just a note to say that I have received a letter today to confirm that the money has been transferred into my pension. Just to say a big thank you for all your help in this matter. If it wasn’t for your help I would still be struggling to get this sorted. You have been fantastic in this and I really appreciate all your help as I have gone through such a difficult time.”

Mrs Hollingworth – Hampshire

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