Over the last 20 years we’ve helped countless professionals to provide advice and guidance to clients going through divorce.
One of the ways we support our professional colleagues is by providing resources to help you to develop a greater understanding of issues relating to pensions, financial advice, and separating clients.
Over the next few weeks, we’ll be hosting three valuable webinars that will highlight some practical hints and tips for success when it comes to pension sharing on divorce.
- Pension Basics – register here
- Letters of instruction – The good, the bad, and the ugly – register here
- Cashflow modelling – unlocking stalemate – register here
Read on to find out more about the content of these valuable sessions, and how you can reserve your place.
Pension Basics – Tuesday 21 November, 2 pm
In this 40-minute webinar, we will provide greater insight into the foundational areas of pensions.
Mike, who specialises in financial planning and pensions on divorce, will talk you through the different types of pensions that you are likely to encounter and how this will affect the calculations that you request as part of the Pension Sharing Report.
You’ll learn more about:
- Pension basics and the difference between defined contribution (DC), public sector defined benefit (DB) and private sector DB schemes, and how they all work
- The different types of DC schemes
- The “new” Lifetime Allowance rules
- The State Pension
- Things to look out for when completing a Form E financial statement or drafting a Letter of Instruction.
This webinar will take place at 2 pm on Tuesday 21 November. Register here to book your place.
Letters of Instruction – the good, the bad, and the ugly – Wednesday 29 November, 11 am
In this 40-minute webinar, you will gain a greater insight into Letters of Instruction for Pension Sharing Reports.
Rob and Jeremy, who have many years’ experience in the “pensions on divorce” field, will share their top tips and strategies for getting the most out of Pension Sharing and Offsetting Reports.
- See some good and bad examples of redacted Letters of Instruction to help you prepare the perfect letter in the future by understanding what questions you should ask and when
- Discover some suggested wording for a “winning” Letter of Instruction
- Hear some questions that are frequently asked regarding Letters of Instruction and the complications that may arise from these (for example, “fair value” and ringfencing).
This webinar will take place at 11 am on Wednesday, 29 November. Register here to book your place.
Cashflow modelling – Unlocking stalemate – Wednesday 6 December, 2 pm
In this 40-minute webinar, you will gain a greater insight into how cashflow modelling can be used to achieve a breakthrough in divorce negotiations.
Rob and Jeremy will share their top tips and strategies for getting the most out of Pension Sharing and Offsetting Reports.
In this webinar you will:
- Understand why cashflow modelling is not just a tool to be used at the end of the divorce process when a settlement has been agreed
- Find out why, in many cases, cashflow modelling could be more relevant and practical than a Pension Sharing Report
- Understand cashflow modelling and what it shows
- See some useful case studies about how cashflow modelling has been used by BlueSKY to achieve breakthrough in protracted divorce cases
- See a summary of where and how cashflow modelling can fit into the divorce journey.
This webinar will take place at 2 pm on Wednesday, 6 December. Register here to book your place.
3 further webinars for you to look at
In addition to these three sessions, you can also head to the BlueSKY website to access previous useful “pensions on divorce” webinars.
Alternatively, you can watch these on YouTube at your convenience:
- Pensions on divorce – hints and tips
- The Pension Sharing Report – Things to consider
- Working with a financial planner to get better results for your client
Get in touch
We look forward to welcoming you to one of our webinars.
In the meantime, if you have clients who would benefit from our “pensions on divorce” expertise, please email email@example.com or call us on 0118 987 6655.