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 phil@thedivorceifa.co.uk

What Our Clients Say...

His advice is focused clear and concise...
“Phil O’Connor’s expertise and knowledge helped my client to focus on what he really needed to do to protect as much of his pension as possible. The end result was one which my client was more than happy with and I would not hesitate to instruct Phil again in similar cases. His advice is focused clear and concise.”
Amy Price - Solicitor at Russell & Russell Solicitors, Bolton

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