McCloud Remedy update - key considerations you need to be aware of

Event information

While delegates are expected to be familiar with the background of the McCloud judgment, this webinar will provide a brief overview before concentrating on the latest developments and considerations relevant to financial professionals supporting NHS and public sector clients.

Key Topics Covered:

• Brief overview of the McCloud Remedy.
• Where we are in the process.
• The current position and status of scheme regulations.
• Processing of remedial pension statements.
• Processing of members, including communications and decision-making windows.
• Processing of contingency rules and the implications for financial planning and reporting.
• Deadlines and key dates for accountants.

Key benefits

• Gain up-to-date insights on the McCloud Remedy’s implementation and its impact on NHS pension schemes.
• Enhance client support by understanding how to guide clients through remedial pension statements, member choices, and contingency rules.
• Be aware of critical dates and compliance requirements to help clients avoid costly oversights.
• Deepen your knowledge of healthcare-specific pension issues to better serve your organisation or client base.

About the speakers

Graham Crossley, Director & Founder, MediFinTech Graham is a widely acknowledged industry expert on NHS pensions. He is a regular commentator on NHS pension issues in the National and Trade Press, as well as appearing on TV. He has successfully lobbied government for changes to benefit NHS pension members, as well as providing technical expertise to the UK's leading think tank to help develop and promote new government policy ideas. He is a self-confessed NHS pensions geek, with a history of designing tools to help NHS pension members and their professional advisers.

Facilitator: Guy Vine, Partner, MHA Guy joined MHA in February 2022 joining as a Senior Manager in the Healthcare team and is a Chartered Accountant with many years experience dealing with healthcare clients in the primary care sector. The accounting and tax issues have been growing in complexity for the primary care industry and regularly change with contractual adjustments and amended legislation. Guy enjoys understanding the fundamental issues affecting the industry and explaining the intricacies and nuances to his clients in an understandable way to enable them to make good decisions.

CPD hours

ICAEW's revised Continuing Professional Development (CPD) Regulations bring in new CPD requirements. This includes a minimum number of hours and an ethics requirement. Attending this webinar could contribute up to 1 hour of verifiable CPD, providing you can demonstrate that the content is relevant to your role.

A copy of the webinar booking confirmation email is accepted as evidence of verifiable CPD. You will need to save the email as a JPEG or PDF before uploading it to your record. Click here to use ICAEW’s self-assessment tool to help you work out how much CPD you will need to fulfil each year.

Costs

ICAEW members and non-members are welcome to join. This event is organised by the Healthcare Community. Please click here to join online.