Expert Witness Reports – Pension & Financial Advice Negligence

Our expert witness reports provide clear, evidence-based analysis of pension advice, financial planning, and loss quantification, written to withstand scrutiny from solicitors, barristers, and the court.

With over a decade of experience in both single and jointly-instructed matters, we specialise in complex pension cases, including NHS Pension Scheme matters, where technical accuracy and regulatory context are critical.

CONTACT US

Who We Work With

We work with solicitors and barristers across a range of civil litigation, primarily to include pension negligence claims and financial remedies.

Whether you are instructing on behalf of the claimant or defendant, our role is to provide independent, unbiased opinion grounded in industry standards.

Quantum Calculations

  • Defined Benefit (DB) pension analysis

  • Defined Contribution (DC) pension advice

  • Pension transfers and suitability

  • Drawdown vs annuity decisions

  • Lifetime Allowance / LSA / LSDBA considerations

NHS Pension Scheme

  • 1995 / 2008 / 2015 scheme structures

  • McCloud remedy implications

  • Retirement options and timing decisions

  • Pension sharing vs offsetting in divorce

  • Complex practitioner vs officer benefits

Financial Advice Negligence

  • Suitability of advice under FCA rules

  • Breach of duty analysis

  • Causation and loss quantification

  • Review of historic advice files and reports