Empowering You to Make Informed Pension Decisions

Pension decisions can often seem difficult and complex. That can leave you feeling overwhelmed.

Expert Pensions Consulting is here to remove the complexity and to help you make informed decisions that match your plans. Don’t let uncertainty and complexity hold you back.

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Calculating Redress: What we do and how we do it

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Latest Articles

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DBAAT myths
The article dispels the myth that transferring a single guaranteed pension to a flexible drawdown plan is unsuitable. It emphasises evidence-based assessments and cash flow analysis for suitable advice, stressing the importance of clear documentation and understanding by all parties involved.
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Calculating Redress: What we do and how we do it
This article offers support to IFAs seeking redress calculations, particularly in the context of the BSPS redress scheme. It highlights the challenges of understanding and applying the complex DBAAT guidance and offers an independent DBAAT review service.
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March 2023 Spring Budget: Death Benefits
Jeremy Hunt's budget sparked controversy as it was accused of favouring the wealthy and addressing IHT concerns. The removal of the 25% and 55% Lifetime Allowance charge for excess benefits above the standard or protected allowance drew some attention.
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About us

We firmly believe in encouraging a critically-analytical approach to everything we do. Meet the team working behind the scenes to make it happen.

Services

With over 100 years of experience in the field of UK pensions, we bring a wealth of expertise to ensure your pension choices are well-informed and suited to your best interests.

Case Studies

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Pension calculations in legal defence
EPC worked with a leading international law firm in defending a redress claim for nearly £1 million against a major UK advisory firm. Leveraging their expertise in pre/post A day pensions rules, FCA COBS rules and pension regulations they produced a comprehensive report in support of the pensions lawyer that led to a successful outcome.
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NHS and Public Sector Pensions: How we can help you make the right choices about McCloud
EPC can assist individuals impacted by the UK Government's changes to Public Sector Pension Schemes, known as the McCloud decision. They offer guidance on the "Remedy Period," explain the options available to members, and provide comprehensive analysis to help individuals make informed decisions about their retirement benefits.
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Supporting adviser competence
We offer workshops/webinars/seminars designed to address the specific needs and objectives of your business. With a focus on supporting competent advice that is in the best interest of clients, the workshops cover a range of topics, from suitability reports and risk assessment to retirement planning opportunities and budget implications.
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Client Testimonials

We pride ourselves on being highly recommended by our clients

I have known Pete Lawlor for many years, and he has always been our ‘go to’ expert on all things pension related.

We are very lucky to work at a high level so that such issues as the LTA and recent changes are highly relevant to the majority of those we advise. We went through our entire client base and identified everyone for whom an LTA election was advisable. We have now gone through the client base again to see what demands the changes in rules lead to. This has generated a lot of work for us.

Much of the advice is also a commercial protection for us – for example in ensuring that we have the correct contingent death benefit nominations in place.

The advice that Expert Pensions Consulting give is clear, concise, and delivered with a touch of humour to both aid comprehension and sugar the pill of the frequent complexity involved. We wouldn’t consider any other provider and as we can book much of the time as CPD, it’s a win-win!
Steven Berry,Managing Partner, Chamberlain Berry LLP.
DipPFS Cert CII (MP) Chartered Tax Consultant.
We have sought assistance from Pete and the Team at Expert Pensions Consulting for a number of different technical pension issues over the last 18 months and have always found them to be totally professional, extremely helpful and above all totally accurate in the guidance provided.

We have no hesitation in recommending the services of Expert Pensions Consulting and will certainly be using them ourselves in the future.
Tim Beal DipPFSWhite Knight Group
In an industry which is constantly affected by legislative changes, we are always looking at ways we can maintain the best service for our clients and updating our knowledge is key to that.

When we were planning a technical training day as part of our Consumer Duty preparation, Expert Pensions Consulting was the obvious choice for us. We have worked with John Reynolds and Peter Lawlor in the past and have the highest respect for both of them.

We liaised with Peter about the content for a bespoke training day at our offices and he delivered exactly what we hoped for. Our advisers and business support team all had a great day, and everyone welcomed the dedicated time to focus on updating and expanding our knowledge.

Angela Maher BA DipPFSManaging Director
Acumen Financial Partnership Ltd

Contact us

We love dealing with difficult and complex pension questions.
And we are always up for a virtual coffee chat. Drop us a line anytime.
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hello@expertpensions.com

01506 632 929

The Old Police Station, 58 East Main Street, Blackburn, West Lothian, EH47 7QS

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Please be careful: the information on this website should not be regarded as a personal recommendation or regulated advice for you personally. Expert Pensions Consulting IS NOT authorised and regulated by the Financial Conduct Authority (FCA). It is not authorised to give regulated financial advice in the UK. It is a professional consulting business.

We are independent pension consultants. Without exception, we do not arrange or bring about deals, make arrangements with a view to transactions, or provide instructions relating to any investment business. We are experts in using, understanding and applying pension regulations. We are analytical with data. We are rigorous with data, dates and rules. We will apply our pensions expertise, resources and tools to develop evidence-based pension solutions for you – and solutions you can understand. That is our purpose. That is what we do.

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