This course is designed to help participants understand the key aspects of managing finances and pensions during a divorce. The course covers essential topics such as the treatment of pensions, calculating cash equivalent values, understanding investment risks, and the implications of associated businesses. It also addresses taxation, financial behavior, budgeting, and recent court judgments related to pensions on divorce.
Course overview
As sorting out finances on divorce are likely to impact almost every couple, this new module provides the key points to focus on and understand from the beginning to get a clear road map of options and areas to consider. How best to move forward quickly and efficiently using the full range of available opportunities.
The Introduction to Family Finance and Pensions on Divorce module will provide baseline knowledge, awareness and understanding of:
- Key points from The Pensions Advisory Group’s Guide to the treatment on pensions on divorce 2nd edition
- How Cash Equivalent values are calculated on divorce and why they do not always represent ‘fair value’
- Implications for a couple if they have an associated business
- Understand investment risk and the different types of investments
- Taxation on divorce
Other related issues
- Understand how different money personalities effect decision making and how to work with them
- Understanding financial behaviour and divorcees attitude to money
- The importance of budgeting pre- and post-retirement
- An overview of the different types of pensions
- A summary of the report – Fair Shares? Sorting out money & property on divorce
- Recent court judgements regarding pensions on divorce to help you with negotiations
- Overview of the results from the Retirement Living Standards report
- Different types of protection for the family and options on divorce
- Mortgages and Mortgage Capacity Reports
Other new courses now available
- Initial Meetings – how to work with potential client/s from the very beginning. Designing services to their needs and situation (including integrated service), and assisting them to make affordable choices using the full range of available opportunities.
- Supporting Clients, Supporting Ourselves: Prioritising Mental and Emotional Health Awareness in Family Practice– providing an understanding of some of the difficulties that can arise from separation and divorce, conflict and change and how these may impact on families, whilst managing your own wellbeing.
- Responsibility for Children: Our role as family lawyers – providing baseline knowledge, skill, critical awareness and understanding of the effects of parental and family separation/change.
Click here for more information and bookings
Meet the trainers:
Jayne Wildish
“You can’t eat a brick” is Jayne Wildish’s most quoted phrase during the work she does with divorcing clients. Jayne sold her own financial planning business in 2019 and subsequently retrained as a divorce coach where she now combines specialist divorce coaching skills with…
Simon O’Connell
Simon is Regional Head of Evelyn Partners Family and Divorce Team for the South and Chair of their national oversight committee. Simon is a committee member of Resolution’s Training & Learning Committee, Kent Resolution and on the Steering Group for Supporting Separated…
Our Faculty
Resolution’s trainers are active in all areas of family justice. They welcome enquiries from fellow professionals looking to collaborate and students needing a trusted source of information and context on emerging trends.
Meet Our Trainers
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Any queries, please contact: training@resolution.org.uk
