There are 3 tables associated with this guidance note, listed in the table below, which shows:

  • Table ID - the name assigned to the table of factors in the Consolidated Factor Workbook.
  • Alternative table ref. - this shows the name assigned to the tables of factors in our guidance notes prior to the introduction of the Consolidated Factor Workbook and may still be referred to in the explanations of the formulae within this guidance.
  • Factor Type, Section, Description, Gender - give information about the tables of factors so that you can verify that the appropriate table is being used for the circumstances of the case
The required factors can be found by locating the correct table from the Consolidated Factor Workbook, which can be found by selecting the Consolidated Factor Workbook tab in the navigation bar above or use the Download current Consolidated Factor Workbook button on the right of the scheme homepage.

Table ID Alternative table ref. Factor type Section Description Gender
x-501 Table 1 Triv Comm 1992, 2007 Factors for commutation of small pension Unisex
x-502 Table 2 Triv Comm 1992, 2007 Factors for commutation of small pension and for capitalisation of survivor pension for determination of death gratuity Unisex
x-506 Table 3 Triv Comm 1992, 2007 Rule of thumb capitalisation factors for adult survivor pensions where there is a GMP entitlement and the deceased member reached State Pension age before 6 April 2016 Unisex
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