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

What Our Clients Say...

He is able to put complex pension issues into plain English...
“I always turn to Phil when dealing with a financial settlement where pensions are involved as pensions are a complex area and good legal advice needs to be in conjunction with sound financial advice. Phil is always available at the end of the phone or email to offer specialist pensions advice right from the outset of a case.

He offers help with regard to whether a report from an actuary is required, if so he can advise on who to use, help with the drafting of the letter of instruction, advise upon the contents of the report upon receipt and then where a client should place any pension credit. He is able to put complex pension issues into plain English and ensures not only that clients get the best possible outcome but that they understand the process from beginning to end and what the effect a pension sharing order means to clients in real terms.”
Victoria Melling - Partner, Family Department, Stephensons Solicitors LLP

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