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...

I would not hesitate to recommend Phil O’Connor and his expertise...
“Phil O’Connor has helped me on several occasions, every time I have found him to be extremely knowledgeable and helpful. He has answered all of my questions promptly and if at any time he didn’t know the answer, he found someone who did know, and
he always got back to me promptly.

On a personal level I would like to thank Phil, for making things not seem so daunting, whilst experiencing a very difficult divorce, when feeling overwhelmed Phil put the situation into perspective.
I would not hesitate to recommend Phil O’Connor and his expertise.
Thanks for your help Phil.”
Sharman Webb - Harpenden, Herts

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