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 we 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.

It can take some time to obtain a Pensions Sharing report. We understand that unnecessary delays can create additional frustration and cost and we are proud of our track-record of reporting on time and consistently meeting expectations. 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 us are subject to long delays. We overcome this by asking your clients (or you if you are unrepresented) 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 (or you) to put those questions and to chase them up to get a speedy response.

Helping Individuals

We can accept instructions directly from unrepresented individuals (rather than through solicitors) if required. Where both parties are unrepresented, we will offer the opportunity to hold a conference call between the parties in advance to discuss our approach and to address any immediate questions. The fee for this call is deducted from the total report fee should the parties choose to proceed.