McCloud eligible members guidance
For members with remediable service between 1 April 2015 and 31 March 2022, please read the relevant PDF McCloud guidance in this section. McCloud guidance will direct you to ensure that remedy is appropriately incorporated into the calculation for eligible members.
Guidance
The following factor guidance is available. As stated above, any applicable McCloud guidance should be noted first.
For all calculations with current or future calculation dates, factors should be taken from the current version of the Consolidated Factor Workbook which
can be found by clicking on this title in the navigation bar.
WARNING: Factors contained in any PDF guidance listed below should not be used except for calculations requiring the factors at a previous effective date.
| Guidance Type | Guidance Title | Date of Issue | Issued by |
| Added Pension | 2015 - Purchase of Additional Pension | 13 Feb 2020 | |
| Commutation | 1992 - Commutation on retirement | 20 May 2026 | Greg Donaldson, Hayley Schofield |
| Commutation | 1992, 2006 - Trivial Commutation and Capitalisation for Death Gratuities | 30 Jan 2020 | |
| Commutation | 2015 - Commutation of Small Pensions | 30 Jan 2020 | |
| ERF and LRF | 2006 - Early retirement in normal health | 19 Mar 2025 | Samantha Watts, Greg Donaldson |
| ERF and LRF | 2015 - Age additions and assumed age additions | 10 Dec 2019 | |
| ERF and LRF | 2015 - Early payment reductions | 19 Mar 2025 | Samantha Watts, Greg Donaldson |
| Pension on Divorce | 1992 - Pensioner cash equivalents on divorce, pension credits and pension debits | 06 Mar 2020 | |
| Pension on Divorce | 2006 - Pensioner cash equivalents on divorce, pension credits and pension debits | 06 Mar 2020 | |
| Pension on Divorce | 2015 - Pension Sharing on Divorce | 30 Jan 2020 | |
| Scheme Pays | 1992 - Scheme pays debits (offsets) | 08 Apr 2025 | Hayley Schofield, Charlotte White |
| Scheme Pays | 2006 - Scheme pays debits (offsets) | 27 May 2025 | Hayley Schofield, Charlotte White |
| Scheme Pays | 2015 - Scheme pays debits (offsets) | 08 Apr 2025 | Hayley Schofield, Charlotte White |
| CETV, transfers in and club transfers | 1992 - Statutory Cash Equivalent Transfer Values and Club Transfers Out | 27 May 2025 | Samantha Watts, Greg Donaldson |
| CETV, transfers in and club transfers | 2006 - Individual Cash Equivalent Transfers | 18 Mar 2025 | Samantha Watts, Greg Donaldson |
| CETV, transfers in and club transfers | 2015 - Club Transfers (Supplement to the Club Memorandum) | 10 Dec 2019 | |
| CETV, transfers in and club transfers | 2015 - Individual Cash Equivalent Transfers | 27 May 2025 | Greg Donaldson, Samantha Watts |
The following historic guidance is available as a downloadable PDF:
