Full description

This service provides structured advisory support for pension and trust-related disputes, including beneficiary claims, scheme disputes, and long-running or document-heavy matters.

We focus on clarifying entitlement, organising evidence, and developing a coherent advisory strategy supported by professional documentation. This service is particularly suited to matters involving historic records, multiple parties, or institutional correspondence.

Our role is advisory and preparatory, ensuring you are well positioned before taking further steps.

What’s included

• Review of pension/trust documentation

• Identification of key issues and risks

• Structured strategy note

• Chronology and evidence guidance

• Professional advisory correspondence (where applicable)

All fees are fixed and determined by scope, document volume, and complexity. Each tier below reflects a defined level of review and deliverables.