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 firstname.lastname@example.org
What Our Clients Say...
Throughout that time and up to the present – Phil has been incredibly helpful in providing me with information and giving me guidance on certain procedures regarding Pension Sharing Options and setting up a new pension. I learned a lot from him about the different pension options available. He very patiently answered many and varied questions and helped me in taking the right decision – finally! I wouldn’t hesitate in recommending him and his company.”
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