Gettyimages 978705946 WEB
Julian Whight
Pension Analyst, Financial services

Julian Whight

Financial planning

Areas of expertise

Pensions on divorce, offsetting, lifetime allowance planning, cashflow planning, pension transfers, defined benefit pension options and bespoke Duxbury calculations.

Experience

Julian specialises in shadow expert work for divorce cases, particularly for larger cases where the

Lifetime Allowance is a consideration.

He has worked at TS&W since 2000, providing advice to high net-worth private clients on their

pensions and retirement options

Julian has written over 500 joint Expert Witness Reports (PODE reports) on pensions on

divorce since 2007

Notable client work and achievements

Guidance on esoteric and complex pension sharing considerations on over 100 cases, including

the Shell Overseas Contributory Pension Scheme (SOCPF) and Shell Supplementary Pension

Plan (SSPP), QROPS, QNUPS, EFRBS (top up schemes, UURBS, supplementary plans,

unapproved plans, employer plans)

Guidance to pension scheme administrators and actuaries on pension sharing options for

schemes on divorce, and lifetime allowance considerations

Smith & Williamson Financial Planning Technical Committee member

Pension expert focus group participant for the PAG (Pension Advisory Group) report

participating pension expert in 2015 pension offsetting on divorce research (Apples or pears

paper)

Member of TS&W Family and Divorce working group

Professional qualifications/memberships

Diploma in Regulated Financial Planning. Member of the Personal Finance Society (PFS) and the Chartered Insurance Institute (CII).

Your details