Pensions on Divorce – When and How Financial Advice can Help
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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CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
4 hours' CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.