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Greg Tait

Financial Planner, RBC Brewin Dolphin

As the number and complexity of divorce cases continue to gather pace in Wales, Legal News Wales invited George Mathieson, CEO & Expert Witness at Mathieson Consulting Ltd, to share his wisdom, candid insight and practical tips for family and finance lawyers supporting clients with pensions on divorce settlements.

George has seen the good, bad and ugly of practice when it comes to pensions on divorce and his considerable experience and straight-talking, personable approach makes him one of the most sought-after experts, and a great speaker.

We were fortunate enough to gain some of his time recently at an online event for family lawyers hosted by Brewin Dolphin and Legal News.

If you missed out, you’re in luck as we’ve shared the event in full (including the superb Q&A session), below.

In this one-hour event, George outlined 13 potential pitfalls in Pensions on Divorce and served up top tips to equip lawyers with more knowledge to better service their clients. He also fielded some questions from the online audience.

A bakers’ dozen

George covered a ‘baker’s dozen’ of pension on divorce themes, including:

  • what not to request in a PODE report and why;
  • the risks in requesting a decree absolute on the wrong date;
  • hidden pension values;
  • …and much more.

Missed the event? Catch up here

Speaker slides

To download George’s slide deck as a PDF, please click here. Scroll down for his full profile.

George Mathieson, CEO & Expert Witness, Mathieson Consulting Ltd

George founded Mathieson Consulting Ltd in 2008. With a background in Banking and Pensions, George has over 35 years of experience in finance. Very quickly George established a reputation for providing Expert Witness report, in clear English. Demand for such reports rapidly increased and George then embarked on a strategy of recruiting a team of Actuaries, who rapidly established themselves as experts in this field, supported by one of the most highly qualified team of administrative staff, with unrivalled knowledge and skills in pensions.

George is a regular speaker at many Conferences and Professional Training events, where he is applauded for imparting his knowledge in a clear (and sometimes amusing) way. Click here for more.

With thanks to:

 

Greg Tait

Financial Planner, RBC Brewin Dolphin

Greg is a senior member of RBC Brewin Dolphin’s Cardiff financial planning team, specialising in advising family lawyers and their clients. Greg is an accredited family financial adviser and helps guide lawyers and their clients in cases where pensions are an issue. Click here for more.