Pension Sharing Orders: Implementation Checklist for Occupational Pension Scheme Trustees (England and Wales)

Published by a LexisNexis Pensions expert

Checklists

This Checklist sets out, in chronological order, the actions required to implement a pension sharing order from the standpoint of trustees of an occupational pension scheme. It does not cover pension attachment orders, which are uncommon; see Practice Note: Pension attachment orders. In particular, the Checklist outlines the process where the application for a pension sharing order is made on Form A, rather than via Form D50F for financial relief following an overseas divorce (a rarer route), though the sequence is broadly comparable in that case. For guidance on implementation challenges that trustees may encounter in this context, refer to Practice Note: Pensions on divorce—issues for pension trustees.

Action step Comment Source

Trustees are sent a copy of Form A (Notice of intention to proceed with a financial application to which the standard procedure applies) that includes an application for a pension sharing order. Strictly, this should occur when Form A is issued. In reality, the applicant spouse may, at that stage, lack the information needed to satisfy the rule and might not even know which pension scheme holds the member’s benefits, or be unsure about the particular arrangement in which the member’s interests are held within the relevant scheme...

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Web page updated on 20/05/2026

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