Factors Guidance Hub | NHS_EW

National Health Service Pension Scheme (England and Wales)

Guidance list

Home NHS_EW Home Consolidated Factor Workbook Guidance list Contact us

All types Added Pension CETV Club Transfers Commutation ERF and LRF ERRBO and EPA Other - scheme specific Pension on Divorce Scheme Pays Transfer In

McCloud eligible members guidance

McCloud eligible members guidance has not yet been loaded onto the GAD Factors Guidance Hub. It is in the pipeline and will be added shortly. In the meantime, please continue to use the guidance that has been issued in PDF, where relevant.

Guidance

The following factor guidance is available. As stated above, any applicable McCloud guidance should be noted first.

Guidance Type	Guidance Title	Date of Issue	Issued by
Added Pension	1995, 2008 - Purchase of Additional Pension	26 Sep 2019
Added Pension	2015 - Purchase of Additional Pension	26 Sep 2019
CETV	1995, 2008 - Non-Club transfers out (CETVs)	16 Apr 2025	Samantha Watts, Garry Swann
CETV	2015 - Non-Club Transfers (CETVs)	16 Apr 2025	Samantha Watts, Garry Swann
Club Transfers	2015 - Club Transfers (Supplement to the Club Memorandum)	20 Dec 2019
Commutation	1995, 2008 - Commutation	20 Dec 2019
Commutation	2015 - Commutation	20 Dec 2019
ERF and LRF	1995, 2008 - Compulsory early retirement	25 Oct 2019
ERF and LRF	1995, 2008 - Voluntary early and late retirements in normal health	07 Aug 2019
ERF and LRF	2015 - Compulsory early retirement	25 Oct 2019
ERF and LRF	2015 - Voluntary early and late retirements in normal health	07 Aug 2019
ERRBO and EPA	2015 - Early retirement reduction buy-out (ERRBO)	26 Sep 2019
Other - scheme specific	1995, 2008 - Abatement of member's pension on return to work	26 Sep 2019
Other - scheme specific	1995, 2008 - Allocation	06 Mar 2015
Other - scheme specific	2015 - Abatement of member's pension on return to work	26 Sep 2019
Other - scheme specific	2015 - Allocation	06 Mar 2015
Other - scheme specific	2015 - Pensionable Pay determination for members with multiple employments	26 Sep 2019
Other - scheme specific	Allocation - single source ill health	26 Sep 2019
Pension on Divorce	1995, 2008 - Pension sharing following divorce	20 Dec 2019
Pension on Divorce	2015 - Pension sharing following divorce	20 Dec 2019
Scheme Pays	1995, 2008 - Reduction to benefits due to Scheme Pays	26 Sep 2019
Scheme Pays	2015 - Reduction to benefits due to Scheme Pays	26 Sep 2019
Transfer In	1995, 2008 - Incoming non-Club transfer	31 Jan 2020
Transfer In	2015 - Incoming non-Club transfers	28 Apr 2020

The following historic guidance is available as a downloadable PDF:

Guidance Type	Guidance Title	Date of Issue
Added Pension	1995, 2008 - Purchase of Additional Pension	06 Mar 2015
Added Pension	2015 - Purchase of Additional Pension	06 Mar 2015
CETV	1995, 2008 - Non-Club transfers out (CETVs)	08 Aug 2019
CETV	1995, 2008 - Non-Club transfers out (CETVs)	06 Mar 2015
CETV	2015 - Non-Club Transfers (CETVs)	08 Aug 2019
CETV	2015 - Non-Club Transfers (CETVs)	06 Mar 2015
Club Transfers	2015 - Club Transfers (Supplement to the Club Memorandum)	12 Jun 2015
Club Transfers	2015 - Club Transfers (Supplement to the Club Memorandum)	13 Mar 2015
Commutation	1995, 2008 - Commutation	06 Mar 2015
Commutation	2015 - Commutation	06 Mar 2015
ERF and LRF	1995, 2008 - Compulsory early retirement	01 Sep 2015
ERF and LRF	1995, 2008 - Voluntary early and late retirements in normal health	06 Mar 2015
ERF and LRF	2015 - Compulsory early retirement	24 Apr 2015
ERF and LRF	2015 - Voluntary early and late retirements in normal health	06 Mar 2015
ERRBO and EPA	2015 - Early retirement reduction buy-out (ERRBO)	06 Mar 2015
Other - scheme specific	1995, 2008 - Abatement of member's pension on return to work	06 Mar 2015
Other - scheme specific	1995, 2008 - Final pay control	06 Mar 2015
Other - scheme specific	2015 - Abatement of member's pension on return to work	06 Mar 2015
Other - scheme specific	2015 - Pensionable Pay determination for members with multiple employments	17 Nov 2016
Other - scheme specific	2015 - Pensionable Pay determination for members with multiple employments	26 May 2016
Other - scheme specific	2015 - Pensionable Pay determination for members with multiple employments	06 Mar 2015
Other - scheme specific	Allocation - single source ill health	31 Mar 2015
Pension on Divorce	1995, 2008 - Pension sharing following divorce	06 Mar 2015
Pension on Divorce	2015 - Pension sharing following divorce	06 Mar 2015
Scheme Pays	1995, 2008 - Reduction to benefits due to Scheme Pays	06 Mar 2015
Scheme Pays	2015 - Reduction to benefits due to Scheme Pays	06 Mar 2015
Transfer In	1995, 2008 - Incoming non-Club transfer	06 Mar 2015
Transfer In	2015 - Incoming non-Club transfers	16 Mar 2016
Transfer In	2015 - Incoming non-Club transfers	06 Mar 2015

frontpagelogo