Mr Bernstein in LONDON
Valuation of loss of pay or pension rights on divorce, dismissal, injury, etc. • Acted as actuary in Brooks -v- Brooks (House of Lords), T -v- T & many similar divorce cases • Considerable practical experience in advising on pensions aspects of divorce • Experienced in the witness box • Valuation of life interests & reversions • Actuarial advice on partition of trust funds
Mr Harvey in YORK
Corporate & individual pensions & general benefits for employees • Pensions on divorce • Trust splitting • Claims against life offices for maladministration • Personal pension mis-selling reviews • Associated investment issues
Mr Scott in EDINBURGH
Pensions • Life assurance • Loss of pension rights • Loss of earnings • Pensions & divorce
Mr Mair in EDINBURGH
Retired bank executive with 37 years' banking experience • Managed both the security taking & recovery functions in a joint stock bank • For 7 years was involved in a general management role in the specialised lending department • Has been Chief Examiner in Business Law for the Chartered Institute of Bankers in Scotland for over 10 years
Mr Edmonds in HONITON
Any dispute or situation, corporate or individual, involving pension rights in individual pension arrangements & group pension schemes & pension trusts; in particular, arising from incorrect advice in implementation of benefit changes to resolve sex equalisation, mergers & acquisitions, pension rights on divorce, loss of pension rights & earnings in employment; life interests & reversions, transfers of pension rights & assistance on the clarification & understanding of all technical & actuarial ...
Mr Meins in LONDON
Valuation of loss of earning & /or pension following injury, illness or dismissal, & for loss of dependency on death • Valuation & projection of pension rights in divorce & pension sharing • Valuation of life interests & reversions • Apportionment of trust funds • Actuarial aspects of occupational pension scheme management
Mr Score in LONDON
Roger Score is the 'entry point' contact for OAC & can call on additional staff with experience of acting as experts • Life assurance companies, their finance & their operations • Pension schemes, covering investment, administration & actuarial advice, e.g. the treatment of surplus assets, directors' & executives' pensions, funding calculations & scheme wind-ups • Suitability of investment advice - pensions, life assurance & mortgages • Compensation for unsuitable investment advice • Financial ...
Mr Green in BLACKBURN
Personal injury • Matrimonial matters • Pension issues • Commercial disputes & crime • Business & share valuations • White collar fraud • Professional negligence • Partnership issues • Taxation & VAT • Accredited as a Forensic Accountant & Expert Witness by the Institute of Chartered Accountants in England & Wales (ICAEW) • Member of ICAEW President's Appointment Scheme
Mr Goodyer in NEW MILTON
Investment risk assessment • Investment objective & strategy review • Investment performance analysis • Portfolio management • Pension investment management • Asset allocation • Quantitative analysis • Fund or stock selection & suitability • PEP & ISA performance & risk assessment • Index-linked investments • Passive investment • Active investment • Unit trusts & OEICs • Investment trusts • Offshore funds • Life assurance funds • Index tracking • Investment advice review • Pension review • TEPs • Trust portfolios ...
Mr Georgiou in LONDON
Accountancy & audit of companies, including consolidation & foreign subsidiaries of up to £20 million turnover • Solicitors accounts rules & client money audits • Small company accounts & taxation • Personal taxation & tax enquiries • Business valuation & restructuring • Tax planning with trusts & general tax planning • Inheritance tax planning
