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Stuck with a pension sharing order? Want a clear path to follow? There is a way forward
Problems
- The sharing order agreed by the court states that a % of my ex husband pension is to be paid to me
- The pension is already in payment in the way of an annuity and the pension company doesn’t recognise sharing orders for pensions in payment
- I have been to see an IFA who says that I need the original court stamped papers, which I cannot place
- The paperwork is all so complicated, I am getting conflicting information and I don’t know where to start
- It is 5 years since I was given the sharing order and I am losing income every month
- Personal cash flow is tight and I could do with the extra financial support
- In the event of my ex husband’s death, I am no longer entitled to any benefit
- I need to get this sharing order sorted but I am struggling to find an IFA who has the knowledge, wisdom and expertise to get me through.... and who will do the best for me
Wish list
- I want to get the money from my ex husband pension into my name
- I want to get the best pension for me
- I want the pension well away from him; I don’t want him knowing about my financial affairs
- If I die early then I would like the money to go to my family
- I would like to find an IFA who can take this burden away from me, at a reasonable cost
- I would like to be kept informed, in plain English, as matters progress
- I would like all this gobbledegook explained in a language that I can understand
Measurable results
- Within 2 months after my first meeting with Trentham Invest, the monies were settled into my bank account
- I have a regular income that allows me to pay my bills each month without worry of going into the red
- I have also been offered a lump sum as part of the settlement. I have bought my very own PC, which saves me going to the library (with an hour limit every visit) each time I want to check my emails. I have far easier contact with the world
- In the event of my death, my family will benefit from any unused capital and pension
- Overall, I am now free from worry and I can finally close this chapter in my life. More importantly I can move on in my life and leave this heavy burden behind
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