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Geoffrey Wilson, who started Excalibur Actuaries back in 1996 and has been helping us as a consultant to the new company during its first year, has now retired . On behalf of the team at Excalibur Actuaries I would like to express my gratitude to Geoffrey for all the help and support he has given us over recent years. He and Mike Tong (already retired) have done a great job in establishing a firm that is widely recognised for its high quality reports. Our job is to keep to these high standards as we look to build the Excalibur Actuaries business. We wish Geoffrey a long and happy retirement.

Richard Nobbs

Excalibur Actuaries

Providing expert reports on pensions and divorce requires professionalism, timely delivery, a deep and wide experience of the variety of pension schemes in the UK and overseas, and the expertise to analyse and value different pensions in the context of divorce, pension sharing, offsetting and attachment.

Excalibur Actuaries Limited is an independent firm of pensions consulting actuaries founded in 2017 to build on the extensive experience in all aspects of pensions and divorce work by its predecessor partnership Excalibur Actuaries since 1996. As well as advising on pensions on divorce, our experts carry out a wide range of pensions consultancy work allowing us to maintain our extensive knowledge of pensions in the UK and elsewhere.

Our experts have many years’ experience of working with a wide variety of private and public sector pensions, which allows us to have real insight into how the often-complex pensions which a divorcing couple have built up between them over the years can most effectively be analysed and dealt with appropriately on divorce.

Timetable and Fees

Our normal timescale is to report within four-six weeks of the team receiving instructions, confirmations and all necessary information - the average time from receipt of instruction to report production is just over three months and we are increasing our capacity so as to reduce our turnaround times. Our typical report fee is between £1,200 and £2,400 plus VAT, with the fee in each case depending on the complexity of the pensions and of the questions put in our instructions. Our terms of business are the Academy of Experts’ model terms.

Latest Quarterly Update

We continue to turnaround cases quickly and in  the most recent quarter to 30 June 2018 all reports were completed within four weeks of receiving all the necessary information; 8% of reports were completed within one month of first receiving the instruction; and the average time from receipt of instruction to report was 3.4 months.

The most common cause of delay was in getting sufficient information about preserved benefits (needed in addition to the CE) in private sector final salary schemes.  In particular, rates of increase before and after retirement, including whether RPI or CPI measures of inflation are used.

Another delay is in obtaining state pensions forecasts - these can be obtained from or by completing form BR19;

The average report fee was £1,576 +VAT.
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