Pension Sharing Report - Request a Quote

 

Your Details

Client Details (Party A)

Pensions - (Party A)


Please tell us the type, provider and value of any other pensions involved.

Client Details (Party B)

If 'Self Representing' please enter 'Self Representing' in the name boxes below.
If 'Self Representing' please enter 'Party B's email address.

Pensions (Party B)


Please tell us the type, provider and value of any other pensions involved.

Additional Details

Have either of the parties been diagnosed with less than 12 months left to live?




 

Report Requirements


What percentage of the total CEV do you want to target to be apportioned to Party A/B? CEV stands for Cash Equivalent Value, and is the capitalised value of your pension benefits. It provides a convenient way of assessing the value of your pension in relation to your other assets.What percentage of the total CEV do you want to target to be apportioned to Party A/B? CEV stands for Cash Equivalent Value, and is the capitalised value of your pension benefits. It provides a convenient way of assessing the value of your pension in relation to your other assets.

What percentage of the total pension income do you want to target to be apportioned to Party A/B? We will estimate the income payable by each pension at the retirement ages stated below.

Partial offsetting to be called ‘Offsetting Amount’, ‘Pension offsetting is one of the options available when divorcing or dissolving a civil partnership. It provides a clean break between all parties, as the value of any pensions is offset against other assets of the same or similar value.

The report produced will be based on 1 retirement age for each party.

We can produce additional calculations based on extra retirement ages for 1 or both parties. These will incur an additional cost as detailed in the quote.
Please include any additional ages required below (separated by a comma if more than one age required e.g. 65, 67).

Please identify which periods of accrual you would like calculating:-
Date of Cohabitation to Date of Separation
Date of Marriage to Date of Separation
Date the pension was first set up to Date of Separation
Date the pension was first set up to Current Date
 
Or between specific dates
 
PLEASE NOTE: In some instances, Pension Schemes will require specific client consent to release information to us as part of their safety protocols. This can add prolonged delays to the information gathering process. To help us avoid unnecessary delays, it would be most beneficial to all parties if we could contact your client directly. If you appoint us to conduct the Pension Sharing report, we will use the contact details on our Letter of Authority to speak to your client.
Please tick here to confirm you are happy for us to do this: