Case Study 2 – The Undervalue Cash Equivalent Transfer Value

“I have been a family lawyer for nearly 20 years. Pensions have until recently been dealt with on CETV but over the last 2 years the Court’s are becoming more actively involved and now look behind the CETV to the actual benefits of schemes and how these can be properly divided on divorce.

Phil’s assistance has been, and continues to be invaluable. He has advised on a number of complex cases with significant pension assets which has meant I am absolutely reassured my client’s are being properly advised from the outset by someone who not only is clearly an expert in their field but explains things in a user friendly way. Phil assistance in an advisory capacity has helped my client’s to make sure they not only get the best result but also to ensure, moving forward, we can look at not only the pension share but where is the best place for that to be held to maximise the return.

Phil is always available to advise and answer any questions I have, including helping to decipher actuary reports to my client’s best advantage. I would genuinely and wholeheartedly recommend his services to any family lawyer and would say he should be involved in every case where there are pensions involved.”