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members income reduced
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young widows are expensive
don't forget state pensions
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Pension values 30% greater than the CETV. valuation examples
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type
of cases that benefit most from an audit,
results from cases rated A (significant),
gains of £50,000 to £150,000,
uses for offsetting
now
in retirement, she is 8 years younger, he
had full state pension, she had 70%, £20,000
difference in state pensions alone
•
equalising
pension income
•
suitably
adjusted CETV
joint
instructions, retirement benefits in payment,
public service scheme, equal income but unequal
capital, errors from the scheme administrators
retirement
benefits in payment, 34 year marriage, Armed
Forces career, pre 1978 benefits, she had
no pension arrangements
young
widows are expensive
members
income reduced
she was 20 years
younger, he had 40 years of service, public
service scheme, widows pension to her, offsetting
in negotiations
both in their mid
50s, large pension in excess of £1m,
1/3rd settlement for her, cost saving for
him, external transfer only
audit
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1st December 2000
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A - Z index
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F - Fin
Fin/a - FSA
FSMA - Fun
G - Hyb
I - Lum
M - Mem/p
Mem/r - Mor
N - Nul
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Pe/d - Pe/l
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Pe/s - Per/t
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Q - Reg
Rel - Rev
S - Seg
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Stak - Sur
T - Uni
V - Var
W - Win
