Wednesday, 13 June 2018 14:22

Paraplanners updated on pensions and divorce

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Lisa Webster Lisa Webster

Paraplanners heard detailed technical advice on dealing with pensions in divorce cases at the CISI Paraplanner Conference in Hinckley this afternoon.

Lisa Webster, technical resources consultant at AJ Bell, told delegates at a break out session about the options for pensions following marital break-up.

She spoke about offsetting, earmarking and pension sharing orders (PSO).

Ms Webster addressed tricky issues like splitting pensions tied up in commercial property and other illiquid investments.

She also spoke about protection issues.

Other sessions have explored risk and uncertainty, later life planning, the "life-changing" qualities of Paraplanning and protection

• Financial Planning Today is covering the conference and tweeting from the event at @FPTodayMagazine - keep an eye out for our coverage.

 

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Last modified on Thursday, 14 June 2018 12:32
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