Areas of expertise
Pensions on divorce, offsetting, lifetime allowance planning, cashflow planning, pension transfers, defined benefit pension options and bespoke Duxbury calculations.
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
Member of TS&W Family and Divorce working group
Diploma in Regulated Financial Planning. Member of the Personal Finance Society (PFS) and the Chartered Insurance Institute (CII).