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PENSION relief

Pension Relief Brochure PDF – An overview of the range of services within Pension Relief.

Application form for Bureau/Bespoke reports Word / PDF – This interactive Word form allows you to type in the required data before printing. You may also fill the form in by hand if you wish. The PDF version is not interactive.

Pension Detail & Authority Supplement (to application form) Word / PDF – Please complete one supplement for each pension you wish to value. As with the main form, the Word document is interactive, whilst the PDF is not.

Express Pension Valuation

EPV Brochure PDF

EPV Data Required List DOC – A list of the information required by the Express Pension Valuation in order to produce a report.

Example Actuarial report (EPV) PDF – An example of the Actuarial Report created by the EPV

EPV Tutorial PDF – Instructions: How to use the EPV

EPV Technical Note PDF – A technical explanation of what the EPV is for, how it compares to other valuations and the actuarial assumptions that it uses. Also contains advanced usage instructions.

EPV usage within Scottish Law PDF – A technical note explaining how the EPV should be used to value pensions that are part of a Scottish Law divorce or dissolution process.

Bureau Reports

Bureau Reports Brochure PDF

Bespoke Reports

Bespoke Reports Brochure PDF – A description of the options available when tailoring your Bespoke Report.

Useful Information about Pensions in Divorce

Pensions, Ill-health and Divorce PDF – This paper considers the impact of ill health on the valuation and allocation of pensions in the event of divorce or dissolution.

Article – The basis for calculating CETVs is changing PDF – This article examines the calculation basis of CETVs and how this affects their use whilst dividing pension assets.

Flow-charts PDF – A range of flow-charts to aid planning and decision making when valuing pensions in divorce or dissolution.

TRUST relief

Trust Relief Service Description PDF

Trust Relief Case study PDF

Trust Relief report – Assessing the present value of an interest in a trust PDF

Miscellaneous

Additional State Pension (SERPS/ S2P) valuation request form - BR20 PDF