How can we help?

We offer competitive fees, a fast and responsive service, and clear reports which usually cover one or more of the following elements:

Working with us

Working together

We are happy to have an informal case discussion over the telephone to agree objectives and help with the letter of instruction. This ensures clear instructions and avoids too many unnecessary and costly permutations.

As well as pension sharing reports, we offer workshops and seminars to provide training for family law teams and can act as ‘shadow experts’ to provide a second opinion on other experts’ reports.

Fees

Fees are charged at a fixed rate based on the complexity of the report, number of different pension funds and number of questions asked.

Sometimes further calculations are required after the initial report, to look at different scenarios. We will not usually charge an additional fee if these additional calculations do not involve a significant re-working of the original report.

Delivery

We aim to issue our report within two weeks of receiving all required information about the existing pension arrangements and we can work faster if required to meet specific court deadlines.

It can take many weeks to obtain information from pension providers, so we encourage clients to provide as much up front details as possible about their pensions as this may speed up the process if we do not have to contact pension providers for additional information.

 

How our process works

1

Analysis of initial information

We analyse the pension and financial information you have sent us, such as the CEV estimate and recent pension valuation statements.

2

Do we need additional pension information?

We need the clients to sign our authority letters to allow us to contact pension providers to obtain additional information. Pension providers can be slow to respond to our queries so it is always preferable if clients can send us all the required information from the outset.

3

Our expert report

Once we have all the required information, we work on our report which answers the questions posed in the instruction letter. The report will also address any additional issues we feel are relevant and will comply with Part 25 Family Procedure Rules 2010 and Practice Direction 25A.

4

Queries about our report

We are happy to discuss the report and our advice, and to answer any queries about our recommendations. We may be asked for further calculations to test out different scenarios.

5

Ongoing support

We are not FCA regulated to arrange pension transfers or provide ongoing investment advice but we can refer clients to an authorised firm to assist with their financial planning requirements post-divorce.

How to get in touch

Get in touch via our contact form to speak to one of our experts. Or you can call us on 020 7788 7566

How can I make a formal complaint?​

We aim to provide you with the highest possible standard of customer service and we hope you will be satisfied with our performance, but sometimes things do not go according to plan. Please do let us know if you have a complaint by contacting Simon Ricca at Pode Services on 0203 997 6696 or you can email us at info@podeservices.co.uk.

In the event of a complaint, we will endeavour to resolve things quickly. This may require an investigation in which case we will keep you updated on the progress of our investigation and we will do our best to find a speedy and fair solution.

If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service https://www.financial-ombudsman.org.uk.