Categories

Guidance Valid for Previous Periods 


 

For section 179 Valuations                            (click to section 143 Valuations below)

Please ensure that the s179 guidance and assumptions that you use comply with the correct effective date and signing date as per the following tables:

a) Effective date on or after 31 October 2009

 Signing Date  Version number of section 179 guidance  Version number of section 179 assumptions

On or after 31 October 2009

G5

 

A5

 

 b) Effective date between 1 April 2009 and 30 October 2009 (inclusive)

 Signing Date  Version number of section 179 guidance  Version number of section 179 assumptions

On or after 1 April 2009

G5

 

A4

 

 

c) Effective date between 31 March 2008 and 31 March 2009 (inclusive)

 Signing Date  Version number of section 179 guidance  Version number of section 179 assumptions

On or after 1 October 2009

G5

 

A4

 

Between 1 April 2009 and 30 September 2009 (inclusive)

G4 or G5

A4

On or before 31 March 2009

G4

 

A4

 

d) Effective date between 6 April 2007 and 30 March 2008 (inclusive)

 Signing Date  Version number of section 179 guidance  Version number of section 179 assumptions

On or after 1 October 2009

G5

 

A3

 

Between 6 April 2007 and 30 September 2009 (inclusive)

G4 or G5

A3

 

e) Effective date between 11 September 2006 and 5 April 2007 (inclusive)

 Signing Date  Version number of section 179 guidance  Version number of section 179 assumptions

On or after 1 October 2007

G4

 

A3

 

Between 6 April 2007 and 30 September 2007 (inclusive)

G3 or G4

A3

On or before 5 April 2007

G3

 

A3

 

 

 

 f) Effective date on or before 10 September 2006

 Signing Date  Version number of section 179 guidance  Version number of section 179 assumptions

On or after 1 October 2007

G4

 

A3

 

Between 6 April 2007 and 30 September 2007 (inclusive)

G3 or G4

A3

Between 1 November 2006 and 5 April 2007 (inclusive)

G3 

A3

 

Between 1 November 2005 and 31 October 2006

V2

 

V2

 

 

"Effective date"

This is the ‘relevant time’ for the purposes of s179 of the Pensions Act 2004 and it means the date in relation to which the assets and liabilities of the scheme are calculated (See Pension Protection Fund (Valuation) Regulations 2005 [SI 2005/672]).

 

 

 

For section 143 Valuations

 Please ensure that the s143 guidance and assumptions that you use comply with the correct effective date and signing date as per the following tables:

 

a) Effective date on or after 1 January 2010

 Signing Date  Version number of section 143 guidance  Version number of section 143 assumptions

On or after 1 January 2010

H4

 

B4

 

 

 

b) Effective date  between 31 October 2009 and 31 December 2009

 Signing Date  Version number of section 143 guidance  Version number of section 143 assumptions

On or after 1 August 2010

H4

B4

Between 31 October 2009 and 31 July 2010 (inclusive)

H3

 

B4

 

 

 

 c) Effective date between 1 April 2009 and 30 October 2009 (inclusive)

 Signing Date  Version number of section 143 guidance  Version number of section 143 assumptions

On or after 1 August 2010

H4

B3

Between 1 April 2009 and 31 July 2010 (inclusive)

H3

 

B3

 

 

 

d) Effective date between 31 March 2008 and 31 March 2009 (inclusive)

 Signing Date  Version number of section 143 guidance  Version number of section 143 assumptions

On or after 1 August 2010

H4

B3

Between 1 January 2010 and 31 July 2010 (inclusive)

H3

B3

Between 31 March 2008 and 31 December 2009 (inclusive)

H2

 

B3

 

 

 

e) Effective date between 11 September 2006 and 30 March 2008 (inclusive)

 Signing Date  Version number of section 143 guidance  Version number of section 143 assumptions

On or after 1 August 2010

H4

B2

Between 1 January 2010 and 31 July 2010 (inclusive)

H3

B2

Between 11 September 2006 and 31 December 2009 (inclusive)

H2

 

B2

 

 

 

f) Effective date between 6 April 2005 and 10 September 2006 (inclusive)

 Signing Date  Version number of section 143 guidance  Version number of section 143 assumptions
On or after 1 August 2010

H4

B2

Between 1 January 2010 and 31 July 2010 (inclusive)

H3

B2

Between 1 January 2007 and 31 December 2009 (inclusive)

H2

B2

Betwen 6 April 2005 and 31 December 2006 (inclusive)

V1

 

V1