On Wednesday last week Phil was invited to present at St Phillips Chambers in Birmingham to over 65 delegates from the Legal sector, consisting mainly of Solicitors and Barristers, on Pensions & Divorce.

Phil’s agenda consisted of the following;

  • 3 Main Options on Divorce
  • Pros and Cons of Each
  • Sharing Final Salary Schemes
  • Transfer Values – are they all equal?
  • Quality of Income
  • How do I get at the money? Pension Freedoms
  • Lifetime Allowance and Annual Allowance – the effects
  • Annuities
  • Drawdown and Pound Cost Ravaging

The aim of the presentation was to provide the attendees with further knowledge and understanding on what the options are on divorce where there is a pension and furthermore understand the advantages and disadvantages of all options available to their clients using real life situations.

Phil then went on to discuss how pension assets can be accessed and how the assets are managed to ensure future financial security in line with their clients’ needs and objectives.

Fantastic feedback from the day, with many attendees asking for Phil to return and perform the same presentation for all of their staff.

Just another way that MPA “Inform, Educate, Inspire”…