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...

Phil is my go to guy for financial planning and pensions...
“Phil is my go to guy for financial planning and pensions as he provides a friendly, practical and common sense approach to these minefield areas. His quick grasp of the facts and response time coupled with his ability to make clients feel comfortable and confident puts him top of my speed dial”
Charlotte Withnell - KBL Solicitors, Bolton

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