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Thursday 25th June 2015

In this webinar we looked at the thorny issue of instructing a pension expert. Mena Ruparel, family lawyer and MD of Law CPD Solutions Ltd was joined by Mark Penston, Resolution accredited pension expert at Bluesky IFAs.

In this webinar we looked at the thorny issue of instructing a pension expert. Mena Ruparel, family lawyer and MD of Law CPD Solutions Ltd was joined by Mark Penston, Resolution accredited pension expert at Bluesky IFAs.

Together they discussed issues that solicitors face when approaching an expert to file a report on pension matters.

They touched on the following -

  1. How much information does the expert need?
  2. Can the expert easily calculate a view on offsetting?
  3. Can the expert calculate pre/post marital pension accrual?
  4. Should there be a report based on income equality or capital division?
  5. What changes should we be aware of following the pension changes in April 2015?
  6. When do pensions need to be actuarially recalculated?

Participants commented on the webinar:

"Well presented, easy to understand. Very well done".

"Very good".

"Made a somewhat scary but essential subject approachable, as well as genuinely interesting!"

"Brilliant"

"I found it a useful refresher and received some useful points to consider in instructing an expert. I hope that it was just as accessible to those with less experience of pension sharing in practice. It must be difficult  to try and strike a balance when preparing the seminar".

Click to download - Letter of Authority Matrimonial specific

Click to download - Precedent Letter of instruction to pension SJE

In House Course Testimonial

‘Mena Ruparel is a knowledgeable,  authoritative and engaging  Lecturer who encouraged the delegates to interact with her; ‘Hot Topics in Family Finance’ contained a wealth [excuse the pun] of useful information for Family Lawyers’

Paralegal Testimonial

I first met Mena whilst studying for my undergraduate law degree during my placement year at Goodhand and Forsyth, where she was engaged as a consultant solicitor in the firm’s family department. I was initially interviewed for my position at Goodhand and Forsyth by Mena and she later became my training supervisor.

Teaching testimonial

"I first met Mena a few years ago, just a couple of years after I started practicing family law.  Mena was lecturing near Regent Street and I remember it being all about matrimonial finance for family lawyers.  I was immediately struck by her warmth and she engaged straightaway with me and was interested in what I had to say.

Consultant Testimonial

 "Mena Ruparel is one of those disarming persons who mixes her knowledge, skill and experience with a generous personality and good natured practicality.

Her vast competence is reflected in her position as a senior matrimonial practitioner, lecturer, trainer and arbitrator.

Best testimonial

"I would though like to take the opportunity of saying that having attended family law and other subject courses over 36 years I have never found any lecturer better than Mena Ruparel".

Pension specialist testimonial

 "I've worked with Mena on many divorce cases and found her to be technically excellent. She always has a firm understanding of her clients position and what is right for them."

Client testimonial

"I am writing to let you know how happy I have been with the help Mena has been to me through what has been the most difficult time in my life."

Delegate testimonial

“The best seminar I have ever been to and possibly the most knowledgeable speaker – lots of extra content about the cases which makes it interesting.”

Arbitration testimonial

"Mena and I very successfully worked together on an Arbitration to deal with the financial aspects of a divorce, which had a number of complicating features.

Blog writing testimonial

"Mena has been ghost writing informative family law pieces for our website and a variety of local press for some months now. Her suggested articles are topical and are written in an intelligent but easy to comprehend  way for the lay person.

Mediator testimonial

Having known Mena Ruparel as a family lawyer advising and representing a considerable number of our mediation clients, I have no hesitation in strongly recommending her. I consider her to be ethical, highly competent and exceptionally focussed on helping clients in separation and divorce reach a dignified and fair conclusion.

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