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Pensions on Divorce – When and How Financial Advice can Help

Thursday 30 January 2025, 9:30 am - 1:00 pm
Brodies LLP
Hazel Johnston, Business Development Director, Legal & GeneralDonna McKay, Legal Director, Brodies LLP SolicitorsPaul Windle, Co-Founder and Senior Consulting Actuary, Actuaries for Lawyers and member of the Pension Advisory Group (PAG)
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Pensions on Divorce – how financial advice can help

D-Day is upon us!! Monday 6th January was the day when matrimonial lawyers traditionally brace them themselves for a spike in new enquiries as couples who have been ‘keeping it together’ over the holiday season feel their duty is done and start to look to the future – apart.

Much work has been done in recent years on the treatment of pensions within a divorce, not least by the Pensions Advisory Group (PAG), a collaborative body building on the expertise of family law experts, consulting actuaries, scheme trustees, academics and financial advisers.

Join us at Brodies for a full packed in morning followed by lunch

Agenda:

  • 9:30am Welcome and Introduction – Fiona Tait FPFS ACII - Intelligent Pensions
  • 9:45am Client landscape & opportunity – Hazel Johnston 
  • 10:30 The legal and financial process in Scotland – Donna McKay, Brodies
  • 11:15am Break
  • 11:30am The PAG and key actuarial issues - Paul Windle
  • 12:15pm Panel Questions
  • 12:45pm Summary
  • 13:00pm - Lunch

Our guest speakers, Hazel Johnston, Business Development Manager at L&G Hazel J. | LinkedIn, Donna Mckay, Legal Director at Brodies LLP Donna McKay | LinkedIn & Paul Windle, Co-Founder and Senior Consulting Actuary at Actuaries for Lawyers. Member of the Pension Advisory Group Paul Windle | LinkedIn are looking forward to meeting you all.

Venue

58 Morrison StreeT
Edinburgh
EH3 8PB
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