Valuation of Pension Entitlements for Family Law Purposes

SKU: 62235.01

Author: Pat Johnston

When parties are going through a relationship breakdown, two important questions emerge: (1) What is the value of the pension entitlement (i.e. pension asset) for purposes of the Family Property Act? and (2) What assets will the pension plan make available for the parties to use as part of the settlement of the pension asset? This paper explores answers to those questions, along with other considerations including options for making a pension division, recent changes to some pension plans in Alberta, divisions of pensions in pay, and mortality concerns.

This paper was presented at LESA’s The Winds of Change: Developments in Pension Law webinar on January 12, 2022.

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