All clients’ needs are best met when their professional advisers work closely together, imparting their respective specialist knowledge. We have worked with Lawyers in this respect for many years and are well placed to assist you and to add value for your clients in this difficult area.
When a marriage or civil partnership breaks down, a pension fund is often one of the major components of the financial settlement. It is important that the treatment of the pension fund is given careful thought and consideration. Our impartial advice provides a comprehensive overview, including a transfer value analysis if necessary, culminating in a report on the options available, including offset, earmarking and pension sharing orders.
Where a pension sharing order is awarded we provide all the necessary impartial advice, assessing a suitable future investment strategy and administrative support to complete the transaction to a personal pension arrangement.
The death, serious illness or loss of employment of a divorced spouse and/or parent can have disastrous financial consequences for dependents who have been awarded earmarking orders. Serious consideration should be given to protecting term maintenance payments, or at the very least these issues discussed and offered to every client at risk.
Finalist Yorkshire Women of Achievement in Business 2016
Yorkshire Women of Achievement in Business 2016
Future Life Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority
The Financial Conduct Authority does not regulate taxation & trust advice
We are entered on the The Financial Conduct Register No 509960 at www.fca.org.uk/register
The Financial Ombudsman service can be found at www.financial-ombudsman.org.uk
Registered in England No. 07036892 Reg. Address: Future House, 54 Ravenshorn Way, Renishaw, Sheffield S21 3WY
The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK
“The value of your investment can go down as well as up and you may not get back the full amount invested”