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Pensions

Speaker: Sapna Shah
Date:Ā Autumn 2023

FAMILY

Sapna is a family law barrister of 15 years’ experience specialising in aspects of private children law and financial relief. She is Resolution-accredited. Sapna combines her deep knowledge of the law with a key ability to get to the root of problems. In any dispute, particularly those involving financial relief, Sapna looks to settle matters before advising clients to go the court route, to save time and money and unnecessary stress. She has well-honed skills in negotiating agreements between the parties in dispute, whether it be to do with contact or with finances.

Here Sapna provides generalised advice on how to manage pensions in disputes. Reflecting on her in-depth experience, she explains common occurrences and gives useful advice on how to manage clients in these situations. She also explains how to use experts in these cases when they are needed, and shows how both time and costs can be reduced through letters of instruction that can be negotiated with opposing parties.

Key Words/Topics:

State Pensions

Private Pensions

Form P for Non-state Entitlements

Forms BR19 and BR20 online to DWP for State Pension entitlements

Experts

Pre-marital accrual

s.25 MCA 1973

Offsetting

Negligence Claims

Needs Cases

Draft letter of instruction

Pension share

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