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Molly Turvey

Molly joined Southdown in September 2021 as a Pension Analyst and has recently been appointed as a PODE.


During the past 4 ½ year she has gained experience analysing pension arrangements in the context of matrimonial proceedings and has acquired the knowledge and skills required of a Pensions on Divorce Expert in accordance with the minimum requirements set out in PAG2 Appendix C.

 

 



Molly's work involves the analysis of both Defined Benefit and Defined Contribution pension schemes, with a detailed understanding of the complexities that can arise in relation to pension sharing, scheme-specific rules, and implementation considerations. She has shadowed the work of experienced Pensions on Divorce Experts and have been instrumental in preparing a significant number of provisional report outcomes for PODE review, approval, and sign-off.

 

In May 2024, she completed the Diploma in Regulated Financial Planning awarded by the Chartered Insurance Institute of which she is a diploma-level member of the Institute. She is currently studying towards the Level 6 Advanced Diploma with the aim of achieving Chartered status and has completed the Pension Transfers module, which will enable her to join Resolution and seek accreditation.

 

Alongside her role at Southdown Consultants, she is a trainee financial adviser with Oculus Wealth Management, where she provides regulated financial planning advice on a joint basis to individuals across all aspects of financial planning, under supervision and in accordance with regulatory requirements.

 

She is committed to continuing professional development and regularly seek to further her skills and knowledge in relation to pensions and divorce. 

She is presently shadowing mediations in order to broaden understanding of dispute resolution processes and the practical application of pension advice in this context.

 

She graduated from the University of Worcester in 2019 with a degree in Business Psychology.