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 |
| CETV | Factors for calculating cash equivalent transfer values (CETVs) | 08 Apr 2025 | Joanne Rigby, Samantha Watts |
| Commutation | Inverse commutation | 20 Mar 2025 | Joanne Rigby, Hayley Schofield |
| Commutation | Trivial commutation | 20 Mar 2025 | Hayley Schofield, Joanne Rigby |
| ERF and LRF | Voluntary early retirement benefits | 20 Mar 2025 | Joanne Rigby, Samantha Watts |
| Other - scheme specific | Added years | 10 Oct 2019 | |
| Other - scheme specific | Allocation of pension | 04 Dec 2019 | |
| Pension on Divorce | Divorce pension credits | 10 Oct 2019 | |
| Pension on Divorce | Pensioner Cash Equivalents on Divorce | 17 Oct 2019 | |
| Scheme Pays | Calculation of debits in respect of Scheme Pays | 04 Mar 2025 | Hayley Schofield, Joanne Rigby |
| Transfer In | Service credits in respect of non-Club incoming transfers | 04 Dec 2019 |
The following historic guidance is available as a downloadable PDF:
| Guidance Type | Guidance Title | Date of Issue | |
| CETV | Factors for calculating cash equivalent transfer values (CETVs) | 10 Oct 2019 | |
| Commutation | Inverse commutation | 04 Dec 2019 | |
| Commutation | Trivial commutation | 04 Dec 2019 | |
| ERF and LRF | Voluntary early retirement benefits | 24 Apr 2020 | |
| Scheme Pays | Calculation of debits in respect of Scheme Pays | 31 Jul 2019 | |
| Scheme Pays | Calculation of debits in respect of lifetime allowance tax charges | 31 Jul 2019 |
