Annabel Lumsden

I have worked in financial services since 2007 and co-founded my own firm in 2019. I understand the challenges of navigating separation and divorce and the importance of making informed decisions when it comes to the financial aspects.

One of my clients recently finalised her divorce and said: ‘Thank you so much for everything, you have been amazing. Not only have you helped me access the pension funds you have also helped build up my confidence.’

I can help you:

-Review what provisions you have now – gathering information, putting this into context of your own financial planning in the ‘new’ normal

-Consider how this will change during and after divorce

-Reframe your planning for your own financial security

-Take control of and feel empowered to manage your own financial planning

-Understand what you have, what you will receive and what this means for you

-Project the plans forwards to key life changes, for example, retirement

-Identify what your likely income need is in retirement – will mortgages be cleared, children left home, spousal support stopped, moving house?

-Estimate the ideal date/age at which you will access pension benefits

-Identify how your resources will provide for this

-Consider your tax position and how this might affect decision making

-Help you understand your own approach to investment risk and responsible investment preferences

We cover this during an initial meeting lasting approx. 90 minutes and I will provide you with a summary report following the meeting.

I can then help you to implement the changes and assist with any Pension Sharing Order once the  financial agreement is sealed by the court.

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