Pensions

Pension Transfers and Occupational Schemes

James Oram holds the G60 pensions qualification and has extensive experience of advising on pensions including occupational schemes and pension transfers. He is registered as a pension transfer specialist by the Financial Services Authority (FSA).

Self Invested Personal Pensions (SIPP)

James Oram has served as a director of a trustee company specialising in the provision and administration of SIPPs. He has wide-ranging experience of advising on SIPPs including investment in property and unquoted shares.

Pension Sharing on Divorce

Dealing with pensions on divorce can be one of the most complex areas. There are various ways that the value of pension can be dealt with but great care is needed to ensure that an accurate value is placed on those pensions.

Our services can include a focused report on your pensions as well as implementing an already agreed share.

Equitable Life NHS AVC Transfer

If you would like to transfer out your Equitable Life , Standard Life or Prudential NHS AVC scheme rather than buy an annuity and have taken benefits from the main scheme you can contact James Oram for further advice on how to do so.