Protection  

Implementing a pension sharing order on divorce

  • Explain what a pension sharing order is
  • Understand how a pension sharing order is prepared
  • Explain how the pension transfer occurs
CPD
Approx.30min

By

Martin Jones is technical manager at AJ Bell

Article continues after advert

CPD
Approx.30min

Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

  1. A pension sharing order is the only way a pension can be given to another person during the member’s lifetime without incurring significant tax charges. True or false?

  2. In England and Wales how much of the pension scheme that is to be shared is expressed in what?

  3. The transfer day is the later of two dates: the date of the final order for divorce and 18 days after the court order was granted. True or false?

  4. What documents will the pension scheme need to see?

  5. Once the scheme administrator has the court documents and any transfer paperwork, how long do they have before the pension credit needs to be transferred?

  6. A PSO can be varied. True or false?

Nearly There…

You have successfully answered all the questions correctly, well done!

You should now know…

  • Explain what a pension sharing order is
  • Understand how a pension sharing order is prepared
  • Explain how the pension transfer occurs

I completed this CPD in

To bank your CPD please complete the form below.

Were the stated learning objectives met?

Why weren't they met?

What did you learn from undertaking this CPD exercise?

Why did you undertake this piece of learning?

Any comments about this article or FTAdviser's CPD in general?

Banked!

Congratulations, you have successfully completed and banked this piece of CPD

Already Banked!

You have already banked for this article.

To bank your CPD you must or

Register

One or more questions have been incorrectly answered,
 please review your answers and try again.

By submitting these answers I confirm that I have
read and agreed to the terms and conditions

Please complete all the above text fields to bank your CPD.

More Pensions CPDSee my completed CPDSee all CPD

More on Protection