Sometimes you will not know the Cash Equivalent Value (CEV) of you or your spouse’s pensions. We need to have an indication of the value of your pensions to be able to provide you with a sensible fee estimate. You can use the following as a broad guide to the values of a pension when … Continue Reading
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Active, Deferred or Pensioner?
If you are a member of an occupational pension scheme providing defined benefits then, when you generate your data collection letters, you need to ensure that you send the correct letter. An active member is a member who continues to build up pension benefits in the scheme. You will still be employed by the employer … Continue Reading