Jeremy Jackson

I am a Director and Chartered Financial Planner at BlueSKY with 25 years of experience in financial services. I specialise in pensions, investments and inheritance tax. I particularly enjoy working with people approaching or at retirement age to help them get the most from their pension assets and also with those who are seeking help with estate planning and want to pass on wealth to the next generation. I also head up the Investment Committee at Bluesky, so have an expert understanding of managing investment portfolios for our clients. I am a Fellow of the Personal Finance Society (PFS), which is the highest accreditation awarded by the PFS. My expertise in the area of pensions also extends to BlueSKY’s work with divorcing couples and their legal representatives. As a Pension on Divorce Expert, I specialise in the provision of advice and production of reports on the financial aspects of divorce and how to divide assets effectively and efficiently between couples. Typical reports will detail how pensions should be shared to produce either equal incomes or other specified scenario and comply with Part 25 of the Family Procedure Rules 2010. This work is normally introduced to us by Solicitors, Accountants, Actuaries and Mediators. I am also an associate member of Resolution in addition to holding the Chartered status via the Chartered Insurance Institute.