Below is a list of historical effective dates with links to the correct guidance (G and H) and relevant assumptions (A and B). The effective dates relate to the time when the assets and liabilities of the scheme were calculated.
To find the period of guidance that you’re looking for, simply click on the links attached to the dates. Please note that all dates are inclusive.
Guidance for section 179 valuations
Effective dates from July 2014
(a) On or after 01.01.24 Signed on or after 1 January 2024 G10 and A11.
(b) Between 01.05.23 and 31.12.23.
- signing date on or after 17 January 2024 G10 and A11
- signing date from 1 January 2024 to 16 January 2024 G9 or G10 and A11
- signing date from 1 May 2023 to 31 December 2023 G9 and A11
(c) Between 01.12.21 and 30.4.23.
- signing date on or after 17 January 2024 G10 and A10
- signing date from 1 January 2024 to 16 January 2024 G9 or G10 and A10
- signing date from 1 December 2021 to 31 December 2023 G9 and A10
(d) Between 01.05.21 and 30.11.21. Signed on or after 1 May 2021 G8 and A10
(e) Between 01.11.18 and 30.04.21. Signed on or after 1 November 2018 G8 and A9
(f) Between 06.04.18 and 31.10.18. Signed on or after 6 April 2018 G8 and A8
(g) Between 06.04.17 and 05.04.18. Signed on or after 6 April 2017 G7 and A8
(h) Between 01.12.16 and 05.04.17. Signed on or after 1 December 2016 G6 and A8
(i) Between 24.07.14 and 30.11.16. Signed on or after 24 July 2014 G6 and A7
Effective dates from April 2009 to July 2014
(h) Between 01.05.14 and 23.07.14. signed on or after 1 May 2014 G5 and A7
(i) Between 01.04.11 and 30.04.14. signed on or after 1 April 2011 G5 and A6
(j) Between 31.10.09 and 31.03.11. signed on or after 31 October 2009 G5 and A5
(k) Between 1.04.09 and 30.10.09. signed on or after 1 April 2009 G5 and A4
Effective dates from October 2006 to March 2009
(l) Dates between 31.03.08 and 31.03.09:
- signed on or after 1 October 2009 G5 and A4
- from 1 April 2009 to 30 September 2009 G4 or G5 and A4
- on or before 31 March 2009 G4 and A4
(m) Dates between 06.04.07 and 30.03.08:
(n) Dates between 11.09.06 and 05.04.07:
- on or after 1 October 2007 G4 and A3
- from 6 April 2007 to 30 September 2007 G3 or G4 and A3
- on or before 5 April 2007 G3 and A3
(o) Dates on or before 10.09.06:
- on or after 1 October 2007 G4 and A3
- from 6 April 2007 to 30 September 2007 G3 or G4 and A3
- from 1 November 2006 to 5 April 2007 G3 and A3
- from 1 November 2005 to 31 October 2006 V2 and V2
Guidance for section 143 valuations
Please note that the separate note Information for valuing benefits in respect of the Hampshire, Hughes and Bauer judgments in a section 143 valuation included on our Valuation Guidance page, should also be referred to and used when carrying out section 143, 152, 156 and 158 valuations, both for valuations carried out under the current guidance and under previous versions of the guidance.
Effective dates from October 2014
(a) On or after 1 January 2024. Signed on or after 17 January 2024 H8 and B10
(b) Between 01.05.2023 and 30.12.23. Signed on or after 1 May 2023 H7 and B10
(c) Between 01.12.21 and 30.4.23. Signed on or after 1 December 2021 H7 and B9
(d) Between 01.05.21 and 30.11.21. Signed on or after 1 May 2021 H6 and B9
(e) Between 13.06.18 and 30.04.21. Signed on or after 13 June 2018 H6 and B8
(f) Between 06.04.17 and 12.06.18. Signed on or after 6 April 2017 H6 and B7
(g) Between 01.12.16 and 05.04.17. Signed on or after 1 December 2016 H5 and B7
(h) Between 17.10.14 and 30.11.16. Signed on or after 17 October 2014 H5 and B6
Effective dates from December 2009 to May 2014
(g) Between 01.05.14 and 16.10.14. Signed between these same dates H4 and B6
(h) Between 01.04.11 and 30.04.14. Signed between 1 April 2011 and 16 October 2014 H4 and B5
(i) Between 01.01.10 and 31.03.11. Signed between 1 January 2010 and 16 October 2014 H4 and B4
Effective dates from April 2005 to December 2009
(j) Dates between 31.10.09 and 31.12.09:
- between 1 August 2010 and 16 October 2014 H4 and B4
- between 31 October 2009 and 31 July 2010 H3 and B4
(k) Dates between 01.04.09 and 30.10.09:
(l) Dates between 31.03.08 and 31.03.09:
- between 1 August 2010 and 16 October 2014 H4 and B3
- between 1 January 2010 and 31 July 2010 H3 and B3
- between 31 March 2008 and 31 December 2009 H2 and B3
(m) Dates between 11.09.06 and 30.03.08:
- between 1 August 2010 and 16 October 2014 H4 and B2
- between 1 January 2010 and 31 July 2010 H3 and B2
- between 11 September 2006 and 31 December 2009 H2 and B2
(n) Dates between 06.04.05 and 10.09.06:
- between 1 August 2010 and 16 October 2014 H4 and B2
- between 1 January 2010 and 31 July 2010 H3 and B2
- between 1 January 2007 and 31 December 2009 H2 and B2
- between 6 April 2005 and 31 December 2006 V1 and V1
Previous guide for funding determinations
This F1 September 2012 and F2 February 2016 statement sets out how we will make a funding determination.