Pension Sharing Orders
We understand that it’s never easy when things come to an end, but if you’re recently separated and due to receive your ex-partner’s pension funds through pension sharing, you will need to start making some important decisions about where to invest the money.
Depending on the scheme, the pension credit received when a pension sharing order has been granted can either stay within the ex-spouse’s/civil partner’s scheme under a new name or be transferred to a new pension scheme.
Here at Calculis, we help individuals in similar situations to you navigate the options available. We take the time to understand personal financial circumstances, future goals and appetite to risk, to help you find the right solution to maximise your pension savings.
To find out more, arrange a FREE Pension Review by contacting us on 01794 525500.