The Divorce IFA Services

Phil O’ConnorResolution Merseyside

3 February 2010

Agenda• Services• Summary• Questions

Services

• Information Gathering• Pension Reports– Options on Divorce Report– Pension Sharing / Pension Attachment– Pension Rebuild Report

• Financial Planning• Risk Assessments

Information Gathering• Assistance with gathering all asset and

pension information.• Up to date valuation and comment.• Assessed for risk.• Ensures disclosure requirements met.

Pension options on Divorce• An overall review of the pensions and the

options available.• Advantages and disadvantages explained.• Includes actuarial input (if necessary).• Recommendation on the most appropriate

course of action and why?

Pension Sharing / Attachment• Full implementation service.• Ensures orders are implemented correctly and

in a timely manner.• Transfer service available (G60 qualified)

Pension Rebuild Report• Advice on how to rebuild lost pension

entitlements (due to pension credits).• Ensures retirement plans are reassessed and

put back on track.

Financial Planning• Bespoke Lifetime Cashflow forecasts.• Shows truer picture of financial wealth now

and into the future.• Enables greater financial decision making and

realistic budget setting.

• Working on a joint report which will model and forecast how assets can be split.

Risk Assessments

• Psychometric risk assessments available.• Establishes risk tolerance.• Enables better understanding of attitude to

risk.

Summary• Services to support family lawyers at every

stage of the divorce process.• Added value.• Fixed fee service proposition.

Any Questions

?

Further information

Phil O’Connor is an Resolution Accredited Independent Financial Adviser. He is a Certified Financial Planner and holds the G60 qualification enabling him to handle pension transfer cases.

This presentation represents our present understanding of current legislation and Her Majesty’s Revenue & Customs practice.

The Divorce IFA is a trading name of Whitewell Financial Planning Limited, an appointed representative of The Whitechurch

Network Limited, which is authorised and regulated, by the Financial Services Limited.