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Annuity Rates
   Pensions Valuation
Valuation examples
Valuation Examples
Pension values can be
30% higher than the CETV.
  Valuation Examples  
 
Valuation reports
Valuation Reports
From only £80 you can value
a defined benefit scheme.
  Valuation Reports  
   Information required
  Information Required
  Background   
     
     
    

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Background
Before completing the online £80 Actuarial Report form, please ensure you have collected the necessary information in particular, relating to the pension details. You can find most of this information on the quotation supplied by the pensionholder's scheme provider. It is not necessary to contact the pensionholder or their pension scheme as the provider quotation must be included by the pensionholder in Form E before the first appointment during ancillary relief proceedings.

   Your details:
  Title, First name, Last name
  The person requesting the report; either the member or spouse.
   Pensionholder's details:
  Title, First name, Last name, Date of birth, Sex
  The pensionholder is the member of the pension scheme.
   Pension details:
  Pension
name
- The name of the defined benefit or final salary scheme that the pensionholder is a member.
  Start date - This is when the member first joined the pension scheme. This should be stated on the quotation and is when employment started or possibly after an initial qualifying period. If you are dealing with the Scottish court, different laws apply and you should enter the date of marriage if this is later.
  End date - If the member is still in service then leave the end date blank, otherwise enter the date of leaving the employer.
  Pensionable
earnings
- These are all earnings that apply for pension purposes and usually exclude bonuses and commissions. On the form, enter the latest figure without a currency sign or any commas.
  Scheme
retirement
age
- This must be between 50 and 75 years of age and is the earliest age at which the scheme allows a member to retire without applying early retirement penalties.
  Scheme
benefit level
- Select one of four scheme types, described as Old Public Sector, New Public Sector, Good Private Sector and Average Private Sector
(click here for details).
  Pension
valuation
date
- This is the date used to calculate the benefit value. It could be the date at which the CETV was calculated or normally the date the divorce is expected to be granted for the individuals (decree absolute).
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Annuity Rates
Single
  55 £4,164  
  60 £4,625  
  65 £5,370  
  70 £5,980  
Joint
  55 £3,918  
  60 £4,367  
  65 £4,895  
  70 £5,348  
£100,000 purchase, level and standard rates
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