Military Pensions Webinar

Programme

• Chair’s welcome/introduction: Mark Hood, Associate Solicitor & Head of Armed Forces Sector, Goughs Solicitors
• ‘Solicitor’s eye view’: Mark Hood (slides)
  • Ensuring the scheme breakdown is understood on first interview; what do they have
  • Drafting PSOs to 2 decimal points
  • Immediate pensions v EDP payments and the ages that the pension credit member can take (normally her) pensions
  • The need to note that pensions are re-valued prior to implementation of PSO, and PSOs cannot be back dated
• Pension schemes and summary of benefits: Wendy Bandeira, Senior Forces Pension Consultant, Forces Pension Society (slides)
  • Brief Overview of Armed Forces Pensions
  • What FPS offer our members
  • FAQs from our members
  • Effect of an increasing pension debit over time
  • Example of member enquiries and the issues they face
• David Lockett, Consulting Actuary, Actuaries for Lawyers (slides)
  • “It’s the rules”: why bizarre things happen? A run through of the legislation which shows why unusual percentages create equality
  • “Who is getting my money?” the effect of pension sharing when the pension is in payment and spouse under age 55
  • How useful is the CE?
  • Does the shape of benefits make Attachment Orders useful?
  • Equal Incomes and Offsetting; one solution that seems fair?
• Practical court room and preparation tips: Richard Hall, Barrister, Pump Court Chambers (slides)
  • Update on practice and procedure;
  • Instructing an expert; and
  • Review of recent authorities
• Q&A/discussion