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The supplemental advice
service: a bespoke
service designed to meet the needs of parties with more complex pension provision.
In some circumstances our standard report will not be appropriate to your
needs. As part of the service we will
complete an early assessment of the complexities of the case and might
recommend that this service would be of better value to you and your clients.
A member of our staff will contact you to discuss your needs and provide fee
estimates. The supplemental advice
service uses bespoke actuarial assumptions, and is suitable for use either as
a joint instructed or sole instructed service. It includes the ability to
retain expert witnesses.
To use this service you will need to complete our Instruction Form and Pensions Scheme Information Forms
jointly with the other party to the proceedings. We have provided a standard authority letter
to help obtain necessary information from the relevant pension provider.
The
Forms and authority letter can be downloaded in a printer friendly version.
If you are unable to provide joint instructions you will need to obtain
details of your client's spouse's pension provision and signed authority
letters in respect of that provision.
Send the form to our main administration
Links Cottage, 384 Seafront, Hayling
Island, Hampshire, PO11 0BD. Our team
will audit the forms on arrival and arrange for you to be contacted by
someone from one of our local offices to discuss your needs and provide
fee estimates.
To use this service click here to access our
Forms and Guidance.
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