Phone 03330 349702
Richard is the owner and director of Excalibur Actuaries Limited. He is an actuary advising trustees and employers on a wide variety of pensions issues. He also provides expert evidence in cases of divorce and on loss of pension rights on termination of employment.
Having trained with a major employee benefit consulting firm, he was responsible for leading a team of 20 actuaries and consultants. Richard then joined a leading accountancy firm advising on mergers, acquisitions and accounting before setting up his own businesses, including a leading specialist reporting service to calculate compensation payments to the victims of personal pension mis-selling.
Richard is also a director and owner of RMN Actuarial Consulting Ltd and Focus Pensions Ltd, providing actuarial and consultancy services to pension schemes and sponsoring employers. With a reputation for innovation and jargon free advice, he has worked with several clients for many years as their trusted adviser.
He is married with two daughters and in his spare time Richard is an expert skier and an enthusiastic, if less accomplished golfer and photographer.
Phone 03330 349704
Caroline is the actuarial director at Excalibur Actuaries Limited. She qualified as an actuary in 1993 and has a broad range of experience across several actuarial disciplines.
Caroline trained at a major employee benefit consulting team, culminating in her leading the team advising the firm’s largest client, advising on all aspects of pension scheme requirements, including scheme design, implementation and communication, mergers and acquisitions, valuations and accounting for both employers and trustees. She then worked with a leading firm to calculate compensation for victims of personal pension mis-selling, leading a team of around 15 experts and analysts.
Caroline moved to Australia in 2001 where she moved into wealth management and life insurance, developing expertise in pricing and developing the then emerging practice of Risk Management for the country’s largest life insurer.
On her return to the UK she held the role of Director of Enterprise and Operational Risk before joining Excalibur at the start of 2017. Caroline has a daughter and usually has a house renovation project underway.
Phone 03330 349705
Nicola is an actuary, having worked for 18 years as a consulting actuary, looking after sponsors, trustees and members of defined benefit pension schemes.
Nicola has a collaborative approach, bringing people together in multi-disciplinary teams, and really listening to clients in order to offer high-quality, personal and pragmatic advice – always seeking right solutions for their particular needs. Nicola qualified as an actuary in 2007 and became a Scheme Actuary, before managing a team at the Pension Protection Fund.
Alongside her work with Excalibur Actuaries, Nicola tutors young people with dyslexia, a condition close to her heart. Nicola has two boys so is enjoying football, cricket and trying to win at monopoly (the key is Vine Street, and she says there can be no arguments on this!).
Phone 03330 349709
Oscar is an actuary, having worked for over 20 years as a consulting actuary, working with a wide range of sponsors and trustees.
With an interest in the financial markets and IT, Oscar is working on applications to help individuals with their investments.
Phone 03330 349707
Gary is an actuary, having worked for over 30 years as a consulting actuary, advising a wide range of private and public sector schemes and their sponsors.
Gary was trained at a leading actuarial consultancy, initially working on a range of clients from both the insurance and pensions markets. He later specialised in pensions, advising trustees on such issues as funding and actuarial factors, and advising employers on pension accounting issues as well as many mergers and acquisitions. On his way to becoming an Associate, he led a team of about 18 qualified and student actuaries and co-ordinated the provision of services to clients from a variety of specialist teams.
After 22 years, Gary moved to a much smaller consultancy, which he helped to grow by preparing research materials and press releases. That was followed by joining the Government Actuary’s Department, where he gained an insight into the workings of public sector pensions.
Before joining Excalibur Actuaries, Gary held two temporary positions at Aviva plc, during which he took a central role in analysing the impact on the Group’s finances of the initial £1.75 billion buy-in transaction between Aviva’s UK life insurance business with the trustees of Aviva’s main staff pension scheme.
Gary is divorced and, in his spare time, is an enthusiastic, but rarely successful, golfer and a keen quizzer.
Phone 03330 349708
Richard is an actuary,….
In his spare time Richard…