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Excalibur will be operating as a new company Excalibur Actuaries Limited (EAL) from 1 September 2017.

Geoffrey Wilson and Richard Nobbs have been working together over the last two years and, since December 2016 have also been joined by Caroline Bayliss, another experienced actuary. Joanna Rowicki, our actuarial analyst has also been supporting us in recent years.

Richard and Caroline will take over the development and running of the business. Geoffrey will act as consultant to EAL as he gradually moves towards retirement, after having built up Excalibur with now-retired partner Mike Tong and having run it for more than 20 years.

The team is committed to maintaining the high standards we have built up of professionalism, quality and timescale of our reports. We are aware that divorcing couples, their solicitors, and the courts find it very difficult to get a sensible and fair resolution to often very complicated pension issues. As a result, we are building the team and strengthening our pension report services in response to the growing demand in the market.

As part of the change please note that:

• The main contact point for future postal correspondence and general telephone enquiries is changing to:

Excalibur Actuaries Ltd
85 Gladstone Road
London, SW19 1QR

telephone 07454 935125

• All invoices already issued should be settled with the bank account and VAT details previously advised - new invoices issued from 1 September will have different bank account and VAT details which will be set out on those invoices.

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 weeks of the team receiving instructions, confirmations and all necessary information - the average time from receipt of instruction to report production is just over two months. Our typical report fee is between £1,100 and £2,000 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 31 December 2017 all reports were completed within four weeks of receiving all the necessary information; 6% of reports were completed within one month of first receiving the instruction; and the average time from receipt of instruction to report was 3.05 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 £1,394 +VAT.
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