Talking to Heather Dunne - Pensions on Divorce Expert

Using a Pension on Divorce Expert when you separate

Please go to the questions and answers that interest you by using the video time indicators below -

0.00-01.50 Introduction

01.50 – Why might separating couples need a Pension expert?

02.25 – What is the difference between a Defined Benefits and a Defined Contribution pension?

03.00 – The CETV does not tell the whole story and what if there is a SSAS pension

03.50 – Do I need your help if my pension scheme has less than £100,000 in it?

04.50 – If you don’t get a proper pension value, to start with, you may not get a fair financial outcome?

06.00 – In what kind of situations might the Cash equivalent values not be accurate enough?

07.00 – What about if I want to offset my pension against the house to have more of the house equity?

10.10 – There are so many factors that impact on the true value of the pension?

12.00 – It can even depend on the purpose for which the pension is being valued. Beware!

12.30 – Getting hold of the CEV is only a start

13.00 – Why use a Pension on Divorce Expert rather than a Financial Adviser?

16.00 – Working with the right pension expert to start with can save you a lot of money, avoid polarisation and help you both to reach a fully informed fair financial decision 

19.45 – What information does the couple need to provide to the expert?

21.50 – Heather and the mediator talk about how Heather would like to be involved and instructed and what information she will need.

22.40 – How long does the whole process take to get a pension report and how much will it cost?

24.53 – Can Heather work with the couple and mediator in mediation to help the couple understand the pension report?

28.30 – Working as a joined-up financial team with a specific purpose in mind can save the couple a great deal of time and money

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