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Resources & Guides

Our most requested guides and resources are below and available to download

Our Team

This document provides background and personal information all team members along with contact information

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Draft Instruction Letter 

An example letter of instruction that may be helpful when drafting an instruction to us


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Fee Schedule

The schedule lists  our current report fees and typical report content.




Letter of Engagement

This details the potential work that can be carried out, how the necessary information will be obtained, how we hold this data, how we issue the work and our invoicing process.


Letter of Authority

We will need a letter of authority to gather pension information. Each form will need a wet signature in order to be accepted by the pension scheme / provider



Privacy Notice

Our approach to data protection and GDPR is contained in this document.

Gathering & Sharing Information

Our approach to collecting and sharing information is summarised in this document

Example Report 

An example of our report style and approach to presenting outcomes

Some helpful other resources and guides

Resolution

Resolution is a community of family justice professionals who work with families and individuals to resolve issues in a constructive way.

Pension Advisory Group Report - PAG2

 The Pension Advisory Group is a multi-disciplinary group of professionals specialising in the field of financial remedies and pensions on divorce with the aim of improving understanding of the complex area of law relating to pensions on divorce and enabling more consistent and fairer outcomes.

A Survival Guide to Pensions on Divorce

This guide will take you step-by-step through what you need to do to reach an agreement on pensions, sometimes called a financial 'settlement'. It also tells you what other help is out there so you can plan for the future.