Code of Conduct Download: Code of Conduct We at Excalibur Actuaries realise that going through a divorce can be complex and stressful. Pensions can be particularly complex and we recommend that parties get legal advice although we appreciate that...
Articles
Family Procedure Rules – Part 25 Experts and Assessors
Link to Family Procedure Rules Part 25
Specimen Letter of Instruction
Pension Advisory Group
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
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
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...