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 have no hesitation in referring more work to Mr O’Connor...
“I confirm that I have within the past twelve months, referred work to Mr O’Connor on several occasions.
I can confirm that I have always, without exception, been very happy with the standard of work carried out, the very prompt response and the overall service provided.

On all occasions all work has been dealt with at a most satisfactory level.
I would have no hesitation in referring more work to Mr O’Connor and would be very happy to support his re-accreditation.”
Mrs Helen Morgan - Quality Solicitors Mooney Everett

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