Family Law Hub

NEW WEBINAR: Understanding Pensions expert reports

Due for broadcast 18 January 2019

  • Pension reports can be difficult documents for family lawyers to comprehend. You need to know what to look out for and what that means for your client at the same time as appreciating the impact that the different types of pension scheme will have on your final advice.

    In this interactive webinar, Mena Ruparel will question Mark Penston, of Blue Sky Financial Planning, on some sample reports covering a combination of Defined Contribution and Defined Benefit pensions schemes to highlight what family lawyers should know, covering.

    A simple DC pension sharing report

    • When is it OK to share CE's 50/50?
    • How the report looks
    • Signs that show you should not share the CE 50/50

    - Different ages
    - Health issues
    - Guaranteed annuity rates
    - Fixed or guaranteed growth rates – with profit policies v. SIPPs with weird stuff in that is illiquid / dodgy / behaves differently from equities

    A report where DC and DB schemes are present.

    • Valuation of the DB scheme – is it fair / does it matter?
    • Interaction between the DB & DC scheme.
    • Internal & external sharing – which is best?
    • Offsetting or 'buying-back' of DB pension share.

    Meeting needs

    • Sharing pensions to meet a need rather than equality of income.
    • Using cashflow modelling to illustrate outcomes

    When? 1-2pm, Friday, 18th Jamuary 2019

    Where? Any computer with broadband and sound

    How much? Free to listen in on the day

    Mark Penston

    Mena Ruparel

News, published: 15/11/2018


Published: 15/11/2018


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