What are they?
The Express Pension Valuation (EPV) is a quick and cost effective means of valuing a Final salary (“defined benefit”) pension. It does not require the authority of the pension holder or their scheme. It differs from a full actuarial report in that it relies on the data you provide and makes some simplifications on scheme benefit design.
Use the EPV when offsetting in amicable or collaborative proceedings, or to see how much a CETV undervalues the appropriate value of a spouse’s final salary pension.
How do I order an Express Pension Valuation?
Please visit our Contact Us page and fill out the form. Tell us the name of the pension scheme and whether or not the pension holder is retired and drawing the pension in question. The cost will either be £70 + VAT, or £100 + VAT if the pension is in payment and we will require payment in advance before our report is put into production.
Where can I find more information?
Please visit our Frequently Asked Questions page.