Brooks Adroit

Expert witness reports

Our team at Brooks Adroit has considerable experience in dealing with pension loss calculations and periodical payment versus lump sum analysis. We are experts in the field of catastrophic personal injury and medical negligence.

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Periodical Payment Order Assessments

Periodical Payment Order (PPO) assessments prepared by a financial adviser provides you with robust financial evidence, helping you to secure the most appropriate and sustainable settlement for your clients.

Pension Loss Calculations

Pension loss can represent a significant element of a claimant's financial losses. Expert calculations help identify and quantify those losses, supporting the pursuit of appropriate compensation.

Our experts at Brooks Adroit can assist by producing a number of reports relating to periodical payments including:

Preliminary Reports

This is an initial report which sets out the advantages and disadvantages of periodical payments for the benefit of the client and their legal team. It can also be used to notify defendants of your intention to claim periodical payments.

Settlement Assessments

A detailed report prepared by a qualified financial adviser, offering clear financial analysis required by the court when a claimant lacks mental capacity. This helps to ensure that the best possible outcome is achieved.

Periodical Payment Assessments

This detailed report provides a full analysis of a Claimant's long term financial needs to support informed decisions on whether periodical payments offer the most secure and sustainable outcome.

Cash Flow Analysis

Assistance in Joint Settlement Meetings or on-going negotiations, providing ad-hoc cash flow analysis to determine whether a proposed settlement offer is sufficient to meet a Claimant's lifetime financial needs.'

Our team are also experienced at helping clients and Deputies confirm that they receive the correct annual periodical payments, following settlement, by providing periodical payment uplift calculations.

We work with solicitors and barristers to quantify pension losses accurately, providing expert reports and support throughout the litigation process.

CPR Compliant Reports

Comprehensive reports prepared in accordance with CPR Part 35 requirements, providing an independent assessment of an individual's loss of pension. Our experts review both the loss of employer pension contributions and the loss of pension benefits arising from the injury, providing an assessment as to the most appropriate methodology for compensating the claimant.

Calculations & Advice

Detailed pension loss calculations and supporting narrative to provide advice surrounding potential loss of pension. Our experts can assess all forms of pension arrangements, including defined benefit, defined contribution, public sector and private sector schemes.

Loss of Dependency Reports

Detailed assessments of pension-related dependency losses in fatal accident claims. Our reports quantify the financial impact on dependants, assessing the loss of dependency on both the net annual pension income and tax-free pension lump sum that would have been available to the deceased.

Joint Statemetns & JSM Support

Assistance throughout the litigation process, including preparation of joint statements, responses to questions from opposing experts and attendance at Joint Settlement Meetings, to help facilitate informed discussions and resolution.