Transfers – individual incoming and outgoing
Last edited: May 13, 2026
Published: Apr 23, 2026
For Club transfers, the public sector transfer Club memorandum and other associated documents can be found under Other Government documents.
Relevant date is on or after 1 April 2014
Guidance on the earned pension credited to a member’s pension account where a transfer value has been accepted and in respect of transfers out of the LGPS.
| Dated | Operative date | Document(s) | Extant? |
|---|---|---|---|
| 24 January 2024 | 24 January 2024 | Guidance (updated on 16 December 2024) | Yes |
| 25 May 2023 | 1 June 2023 | Factor spreadsheet version 2023-04 Covering letter – CETVs, Pensioner CEVs and CRA conversion factors Covering letter non-club transfers in (including with a final salary link) | Yes |
| 8 April 2020 | 1 November 2020 | Guidance Covering letter | No |
| 19 November 2018 | 19 November 2018 | Factor spreadsheet – version 9 (dated 20 Dec 2019) Covering letter Club and CRA adjustment factors Covering letter other transfers MHCLG Non-club GMP addendum letter 13 March 2018 Non-club GMP addendum effective from 13 March 2018 | No |
| 8 April 2016 | 29 April 2016 | Guidance Covering letter – April 2016 Factors – from March 2017 Factors – to March 2017 MHCLG Non-club GMP addendum letter 13 March 2018 Non-club GMP addendum effective from 13 March 2018 | No |
| 28 March 2014 | 1 April 2014 | Guidance Covering letter Factors – Feb 2012 Amendments – Nov 2014 (see section 1) | No |
Non-Club transfers where relevant date is prior to 1 April 2014
Guidance on individual incoming and outgoing non-Club transfers with relevant dates prior to 1 April 2014
| Dated | Operative date | Document(s) | Extant? |
|---|---|---|---|
| 26 March 2010 | 6 May 2010 | Guidance Covering letter Factors – Feb 2012 | Yes |
Guidance on the calculation of the amounts payable on the trivial commutation of a member’s pension.
| Dated | Operative date | Document(s) | Extant? |
|---|---|---|---|
| 13 June 2024 | 17 June 2024 | Guidance | Yes |
| 27 July 2023 | 28 July 2023 | Factor spreadsheet version 2023-04 Covering letter |
Yes |
| 15 April 2020 | 1 November 2020 | Guidance Covering letter |
No |
| 19 December 2018 | 8 January 2019 | Factor spreadsheet Guidance |
No |
| 14 April 2016 | 29 April 2016 | Guidance Covering letter |
No |
| August 2015 | N/A | Consolidated working copy | No |
| 28 March 2014 | 1 April 2014 | Guidance Covering letter Amendments – Nov 2014 (see section 4) |
No |
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