Excalibur Actuaries

Excalibur Actuaries

Excalibur Actuaries is an independent consulting actuarial firm, started in 1996 and based in London. We specialise in providing actuarial advice and expert reports for lawyers and individual clients on pensions and divorce.

Our current typical report fee is £1,000 - £1,600 + VAT, and our current timescale is for reports within three weeks of instructions, confirmations and all information. In the most recent quarter to 30 June 2016: the average report fee was £1,295 + VAT; all reports were completed within three weeks of receiving all the necessary information; 17% of reports were completed within one month of first receiving the instruction; and the average time from receipt of instruction to report was 1.71 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.

Holidays: GW is out of the office from 19-23 September. 

For a specific fee quotation and timescale, please email us with details of the pensions, questions, and summary of information currently available.

Our terms of business are the Academy of Experts model terms, see http://academyofexperts.org/system/files/documents/mtesje200.pdf. Because of typical long delays where we request information from administrators myself, we currently only accept instructions where the parties obtain all the information required themselves - we identify any further information required in my initial response to instruction letters.

Geoffrey Wilson and Richard Nobbs are qualified actuaries with many years high-level advisory experience, offering a personal and timely service applying that experience to helping the parties to a divorce resolve the many pension issues satisfactorily. 

How We Work

We provide expert reports and support to solicitors and their clients everywhere in the UK. Geoffrey normally works from his London address. We meet with clients at our London office when needed.

Most of our work is done by correspondence - e-mail, letters, telephone - and we take pride in the clarity of our reports and replies to supplementary questions - so we are only very rarely needed to appear in person in divorce court hearings.

Useful Links

CV


STATEMENT OF QUALIFICATIONS

 - GEOFFREY WILSON

Personal

Date of birth:        7 February 1950

Nationality:          British

Education & Training

He qualified as Fellow of the Institute of Actuaries (FIA) in 1973, after taking a mathematics degree (BA 1971, MA 1973) at Christ’s College, Cambridge. He is a practising member of the Academy of Experts (MAE), founding member of the Institute of Expert Witnesses (MEWI), and a member of the Association of Consulting Actuaries.

Professional career

1971 – 1979: Government Actuary’s Department (GAD), actuarial advice to public sector pension schemes, demography, support to the Occupational Pensions Board and public enquiries (including advising the Pearson Commission on injury compensation, and advising the Scott and Clegg Commissions about valuation of inflation-proofed pensions in public sector pay).

1979 – 1987: HAY-MSL Management Consultants. Director of pension and total remuneration assignments for UK and international companies and governmental organisations.

1987 – 1996: partner, Binder Hamlyn, accountants, leading the Pensions & Actuarial Services unit providing support to the firm’s corporate and individual clients.

1996 – to date: Senior Partner, Excalibur Actuaries. Actuarial and pension consultants.

Expert Witness (Forensic) Experience

My work has included substantial expert witness and related “forensic” work – firstly alongside the large forensic accounting team whilst a partner at Binder Hamlyn from 1987, and secondly independently since founding Excalibur Actuaries in 1996. This has covered pension sharing and other issues in divorce cases; pensions and remuneration losses in employment cases; compensation and future loss valuations in personal injury cases; and a range of other technical pensions and actuarial cases. For the last few years, my work has specialised on divorce and pensions. 


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