Case Study 1 - The Miserly Offer

Background

  • Our client, Mrs F approached us after being offered 55% of her ex husband’s pensions.

Concerns

  • She was concerned that the offer was not a fair one after such a long marriage (25 years).

What We Did

  • The parties agreed to look at the split on an equality of income basis.
  • We produced a report (including actuarial input) factoring in sex, ages and importantly (in this case) the client’s health. The ex husband was in poor health.
  • The report concluded that the split for equality of income should be 68% to our client.

The Results

  • The client agreed a 63% split in her favour.
  • This was an 8% increase on the initial offer which equated to £120,000 in extra cash equivalent transfer value.
  • She will receive an extra income of circa £7,200 per annum.

What Our Clients Say...

I would highly recommend this company...
“I would highly recommend this company to anyone wanting information on pensions during, or after a divorce. Their professionalism and speedy response, is to be welcomed in an age where a lot of companies seem to have lost the idea of “customer service.
My query was replied to and resolved within 24 hours which was greatly appreciated.
Do not hesitate in typing www.TheDivorceIFA.co.uk into your computer’s browser.”
Nigel Shier - London

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