Beaufort Financial Pembs is an independent Financial Adviser that offers sophisticated and transparent financial advice to individual clients and private companies.

Finding an equitable way to share the matrimonial assets during divorce can be one of the hardest parts of the divorce process. Ensuring both parties are able to fulfil their short-term and long-term financial objectives can prove a difficult balancing job between sharing liquid assets and income now, and pension assets built for the future.

Beaufort Financial has considerable experience and knowledge of the divorce process and its technical complexities, to be able to provide a holistic advice and planning service to you and your solicitor.

  • We can build a plan which details various settlement options, so you can see how your financial future will look post-divorce.
  • We can provide guidance on how the pension assets should be divided to gain an equitable settlement.
  • Where an external share has been agreed by both parties, we can advise the receiving spouse on where and how the new pension should be held and invested.
  • We will provide clear recommendations on the type of plan to hold the pension credit and, where appropriate, the investment funds would be best kept, to help you achieve your financial goals.
  • We will help you with the implementation of the pension sharing order to ensure that all regulatory requirements are met, and the pension credit is set up exactly as the receiving party wishes.

We offer a free no-obligation initial consultation to discuss your financial needs.

Videos

Pensions on divorce guide

The value of your pensions are likely to be one the biggest assets that need to be taken account in your financial settlement.

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