Officer work
I am: Clinical lead for ICB/trainee/GP Appraiser/GPwSI/out of hours/employed at hospital/Solo/Locum - do I need to submit a Type 2 form and should this income be recorded on the form?
You need to submit a Type 2 form if any of your roles are treated as practitioner rather than officer in the pension scheme.
Please check with your employer if you are unsure whether a role has been pensioned direct as officer or is treated as practitioner in the pension scheme.
For solo work, if you have a contract for service, it will be pensioned as practitioner and so needs to be included on a Type 2 form. If you have a contract of service, and so needs to be included on a Type 2 form it will be pensioned direct as officer.
I have an academic role at a University - do I need to submit a Type 2 form?
No, academic posts are treated as officer roles in the pension scheme. Contributions are paid direct to NHS Pensions by the employer and must not be included in a Type 2 form.
How do I complete my Type 2 form if I have had combined roles? (Eg hospital doctor, Solo work, Salaried GP)
You need to complete row 2 on the Type 2 form for your Salaried GP work and complete row 3 for your Solo work and then your income will be totalled in row 6.
Hospital posts are treated as officer roles in the pension scheme. Contributions are paid direct to NHS Pensions by the employer and must not be included in your Type 2 form.
As GP clinical lead, I am an office holder, so that income is not pensionable. My payslip shows that pension is deducted monthly. Does that mean I would have to state that on the form?
Any Officer work must not be included on either the Type 1 or Type 2 form, as officer posts are pensioned through the organisation's payroll.
I was a trainee for part of the relevant financial year, do I need to annualise my training pay?
Trainee posts are classed as Officer work in NHS Pensions terms, and as such, is pensioned through the organisation's payroll.
This must not be recorded on the Type 2 form and must not be included when annualising your income to calculate the appropriate tier rate(s).
I am a locum but also have a special interest role paid by a hospital. Do I include the hospital work in the Type 2 form?
No, work paid directly by the hospital is officer work.
Do I need to do a Type 2 form if I have an officer post as well as locuming?
No, the officer post doesn’t require any forms to be completed