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 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

Do You Have A Question Related To This Case Study?

Use the form below to ask me anything about this case study. I promise that anything you say will be 100% confidential.

  • Some of our Accreditations & Awards