Excalibur Actuaries

Expert reports on pensions and divorce

Family Procedure Rules – Part 25 Experts and Assessors

Published on March 9, 2021March 9, 2021 by Excalibur

Link to Family Procedure Rules Part 25

Specimen Letter of Instruction

Published on March 9, 2021March 9, 2021 by Excalibur

Pension Advisory Group

Published on December 1, 2019March 9, 2021 by Excalibur

After two years of hard work the Pension Advisory Group (PAG) is pleased to be publishing its essential guide to the treatment of pensions on divorce. PAG’s long awaited report brings guidance to family judges, lawyers and pension experts...

Notes on Instruction Letters

Published on November 27, 2019July 4, 2022 by Excalibur

I have written these notes to help family solicitors put together instruction letters – particularly identifying issues which in our experience can cause delays, added costs, and other problems. They are comments from my viewpoint as an actuary experienced...

Income in Retirement

Published on December 31, 2014December 5, 2019 by Excalibur

Retirement income projections Money-purchase pension fund members, including those awarded a pension share from a final-salary pension scheme which has to be taken externally, have a wide range of choices in how to set up their retirement benefits at...