Working with instructing solicitors

As a trusted professional you will want your client to have certainty and assurance when it comes to a pension report. Finding a firm who can produce a pensions report which is timely, impartial and professional is important, and these qualities are the cornerstone of our ethos.

You will need to consider the questions to put to us as experts, and suggest that both solicitors and clients read the guidance notes on our resources page which discuss the questions and the information we will need for our analysis and report. Our fee will of course depend on the complexity of the questions you put, as well as on the complexity of the pensions you have.

We aim to produce reports that are clear and easy to understand, despite the complexity of pensions – see the example report on our resources page.

We particularly mention timescale, where we are proud of what we are able to achieve (see our home page for information about this, as well as about fees). Getting all the information needed is the most typical cause of delay, since in many cases we require a lot more information than just the CETV, particularly for private sector defined benefit or final salary pensions – see the guidance notes. Often pension scheme administrators are focused on members so requests from third parties like ourselves are subject to long delays. We overcome this by asking your clients as scheme members to contact the pension administrators – we identify the further information required, we provide the specific questions to put, and we ask your clients to put those questions and to chase them up to get a speedy response.

Helping Individuals

We can accept instructions directly from individuals (rather than through solicitors) if they wish so.

You will need to consider the questions to put to us as experts, and suggest you both read the guidance notes on our resources page which discuss the questions and the information we will need for our analysis and report. If you have solicitors acting for you, you would normally discuss this with them. Our fee will of course depend on the complexity of the questions you put, as well as on the complexity of the pensions you have.

We aim to produce reports that are clear and easy to understand, despite the complexity of pensions – see the example report on our resources page.

We particularly mention timescale, where we are proud of what we are able to achieve (see our home page for information about this, as well as about fees). Getting all the information needed is the most typical cause of delay, since in many cases we require a lot more information than just the Cash Equivalent Transfer Value (CETV), particularly for private sector defined benefit or final salary pensions – see the guidance notes. Often pension scheme administrators are focused on members so requests from third parties like ourselves are subject to long delays. We overcome this by asking you as the scheme member to contact the pension administrator – we identify the further information required, we provide you with the specific questions to put, and we ask you to put those questions and to chase them up to get a speedy response.