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Regulatory changes (including McCloud)

McCloud Remedy Latest Update

26/07/2022

McCloud Data Submission and the Pension Administration System Transition

As you may be aware, West Midlands Pension Fund have appointed Equiniti (EQ) to provide a new pensions administration system—which includes new employer and member self-service portals—from April 2023. Consequently, to enable employers to focus more time on the transition to the new employer self-service portal (ESS), we have taken the decision to delay the collection of your April 2021 to March 2022 McCloud data, which was originally due to be submitted in September 2022.

In a change to the original requirements, we will need one file containing hours changes, and one containing service break data per employer record, for the period 1st April 2021 to 31st March 2023. You will then submit this data to us via the ESS in Summer 2023 (date to be confirmed).

Please be aware that the hours file for 2021 to 2023 will be changes in hours only; i.e., you will not be required to submit data for members that have not changed their working hours within the period. We will be providing details of the process for submitting the data through the new ESS in due course; in the meantime, we encourage you to start collating your data in the file format available below so that you are in a position to load your data when the process becomes available. 

From April 2023, hours changes and service breaks will be submitted to the Fund via the upload of regular 'Interface Files' in the new ESS - more details of which will be shared with you closer to the transition date. Keep an eye on our System Transition news page for important information and updates: West Midlands Pension Fund - System Transition (wmpfonline.com).

Data Requirements Reminder

The deadline for submission of files for the period 1st April 2014 to 31st March 2021 has now passed. If you have yet to submit your McCloud data files (both hours and service breaks) for this period, you must do so without further delay.

If your organisation uses the services of a third-party payroll provider for the submission of data, but you need to submit the McCloud data yourself, or you do not have access to the Employer Hub, please contact WMPFMcCloud@wolverhampton.gov.uk.

Please note that if you have been submitting hours and service break changes for members via the monthly submission, these are currently only accepted on the monthly data file for protected members; therefore, you will need to submit this data for all members to ensure that the full position is captured, because hours and service break data for members that are not currently protected under the statutory underpin regulations will not have had those changes processed.

We must advise you that failure to comply with McCloud data provisions in line with Fund and regulatory requirements means that your employer liabilities may be understated in future actuarial valuations. Additionally, member benefit calculations may also be incorrect as a direct result of up-to-date hours and service breaks information not being provided. You should also be aware that a direct consequence of a lack of accurate member data may result in us having to query hours and service break data for individual members when they come to retire. Given the profile of the Fund's membership, this may mean that we are requesting hours and service data from 2014 from you many years in the future, at a time when you may not have easy access to that data, or indeed it has been destroyed in line with the Information Commissioner's data retention guidelines.

We would ask you to urgently consider submitting the requested data to the Fund in the required format to mitigate the impact of non-submission.

If you would like further support regarding the requirements, please refer to the supporting documentation below. If you wish to meet with a member of the team to discuss any issues or concerns you have regarding the data requirements and timescales, please submit your query using the online request forms.

Data Requirements Summary

Date Range

File Type

Data Required

Deadline

1st April 2014-31st March 2021

Hours

Hours for all members, irrespective of whether or not their hours have changed in the period

28th February 2022 (now passed)

1st April 2014-31st March 2021

Service Breaks

Required only for staff who have had service breaks in the period

28th February 2022 (now passed)

1st April 2021-31st March 2023

Hours

Required only for staff who have had hours changes in the period

Summer 2023 (date tbc)

1st April 2021-31st March 2023

Service Breaks

Required only for staff who have had service breaks in the period

Summer 2023 (date tbc)

1st April 2023

Regular Interface file

Required only for staff who have had hours changes or service breaks in the period

April 2023 onwards

McCloud Support Tools

  • IMPORTANT: If you have access to Hub but you outsource your payroll to a 3rd party provider, and they usually submit your monthly return via Employer Hub on your behalf, the process will need to be manually re-routed to your workfeed once you have started the process. Please contact WMPFMcCloud@wolverhampton.gov.uk if this applies to you.
  • If you do not have access to Hub but need to submit a file, please contact WMPFMcCloud@wolverhampton.gov.uk.
  • If you have not yet submitted your 2014-2021 data files, please contact the McCloud Team as soon as possible on the above email address to discuss your submission.

The documents below are designed to support you in your McCloud data collation and upload. You may find our pdf icon Resource Pack [46kb] a useful starting point, as it sets out all of the documentation and guidance that is available to support you.

You can access Employer Hub here: Employer Hub

pdf icon McCloud Resource Pack [46kb]

excelfile icon McCloud Data Collection File Layout (Employers) [441kb]

pdf icon SAB McCloud Data Collection Template Notes [364kb]

pdf icon McCloud FAQs [362kb]

excelfile icon McCloud - worked example November 2021 [44kb]

pdf icon McCloud Upload Checklist [154kb]

pdf icon McCloud File Checker Quick Guide [315kb]

pdf icon McCloud Bulk Data Import Guidance [1Mb]

pdf icon McCloud - Error Report Quick Guide [338kb]

Please refer any queries to WMPFMcCloud@wolverhampton.gov.uk

 

Other supporting documents

pdf icon McCloud - Recording Membership Breaks [39kb]

pdf icon SAB Key Messages for employers [119kb]

pdf icon SAB McCloud Q&As [173kb]

 

McCloud Post 14 Service Member Extract

A new SSRS report has been made available on the Employer Hub - McCloud Post 14 Service Member ExtractThe report can be run for any employer that the logged in hub user has access to, but for only 1 employer at a time.

The output of the report can be used as guidance to identify the employees that need to be included in the McCloud Hours data template.  Details of how to access the report can be found below.

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