EOY - General FAQ

No, not if you only held a post classified as an officer role within the pension scheme and completed Locum work. 

Your employer pays contributions for the Officer role directly to NHS Pensions. 

Locum only GPs don’t need to submit a Type 2 form.

No, a special interest role paid by a hospital is a post classified as an officer role.

Your employer pays contributions for the officer role directly to NHS Pensions.

Locum only GPs don’t need to submit a Type 2 form.

No, trainee posts are treated as officer roles within the pension scheme. 

Your employer pays contributions directly to NHS Pensions, so you don’t need to submit this when completing a Type 2 form.

No, if you only held an academic post, these are treated as officer roles within the pension scheme. 

Your employer pays contributions directly to NHS Pensions, so you don’t need to submit a Type 2 form.

Yes, you can submit your end-of-year form and we’ll process it.

Please note, NHS Pension Records are updated in sequential order. If any certificates from previous years are missing, contributions for the most recent years won’t appear on the NHS Pensions system until these are received and reconciled.

For example, if your 2022/23 certificate is missing, your NHS Pensions Annual Benefits Statement will only show figures up to 2021, even if you’ve submitted certificates for the later years

Please submit a Performers List (PL) change request to update your professional status using PCSE Online.
 
If you need any additional support the Performer Management User Guide can be found here.

Once you receive confirmation from the Performers List Team that the change to update your professional status has been completed, the Practice need to submit a Joiner form via PCSE Online to start pension contributions for the role.
 

The employer contribution rate is 14.38%. 

In addition, an extra 9.4% is funded centrally to support your pension, but this amount won’t appear on your PCSE Employee Contribution Statement.

If you supply your nhs.net, nhs.uk or doctors.org email address, or the email address linked to your PCSE Online account when you submit your certificate, a wet signature is not required.

A Type 1 Certificate is required for:

• Partner (in a practice)
• Partner and solo
• Partner and locum
• Partner and solo and locum

NHS Pensions is aware of the issue and has advised of a very simple workaround.

A short video, demonstrating the workaround to resolve this error, can be viewed here . 

Check your form is saved as one of the following file types:

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• .dot
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Ensure your file names does not include any special characters such as: ! ” £ $ % ^ & * ( ) @

Ensure the file size is no larger than 4MB.

If you need help logging into PCSE Online, you can find step-by-step guidance by visiting: PCSE Online User Management

If you prefer, you can also send your form to us using the GP Pensions Contact Us form using the link below. Scroll down the page, and click on 'GP Pensions New enquiry':

GP Pensions enquiries | PCSE

You can quickly find your ODS code in PCSE Online by following these steps:

• Log into PCSE Online
• Go to the Employee Contribution Statement screen
• Choose the correct financial year and income type
• Click on the ‘Select Practices’ dropdown – your ODS code will appear there.

If you have any missing years certificates, please submit the correct form for that year through PCSE Online,

or 

If you’ve already completed an Excel form from the NHS Pensions website, you can send it to us using the GP Pensions Contact Us form. 

Use the link below, scroll down the page and click on 'New GP Pensions enquiry': 

https://pcse.england.nhs.uk/contact-us/gp-pensions-enquiries

If you have submitted your Type 1/Type 2 form via PCSE Online, the status will show as 'declarated' on the Listings screen. Take a look at our video on this topic GP Pensions - Listing Screen (Declarated) - YouTube

If you submitted your Type 1/Type 2 form via Contact us, you will have received a CAS-reference via email.

Certificates received after the 28 February deadline

These updates will appear in the next available NHS Pensions Annual Benefits Statement refresh, provided there are no missing certificate years in your pension record.

Once we receive your certificate, we’ll carefully check it against our records to make sure everything is complete and accurate. If we have any questions while doing this, we’ll contact you to clarify the details so your information can be processed correctly .

NHS Pension records are updated in date order. This means that if certificates from earlier years are missing, contributions for more recent years won’t yet appear on the NHS Pensions system until those earlier certificates have been received and reconciled. For example, if your 2022/23 certificate is outstanding, your NHS Pensions Annual Benefits Statement will only show information up to 2021/22, even if you’ve already submitted certificates for later years.

When your full record appears on your NHS Pensions Annual Benefits Statement will depend on your individual circumstances and whether any earlier years, queries or shortfall payments still need to be completed.

Once we receive your certificate, we’ll carefully check it against our records to make sure everything is complete and accurate. If we have any questions while doing this, we’ll contact you to clarify the details so your information can be processed correctly .

NHS Pension records are updated in date order. This means that if certificates from earlier years are missing, contributions for more recent years won’t yet appear on the NHS Pensions system until those earlier certificates have been received and reconciled. For example, if your 2022/23 certificate is outstanding, your NHS Pensions Annual Benefits Statement will only show information up to 2021/22, even if you’ve already submitted certificates for later years.

When your full record appears on your NHS Pensions Annual Benefits Statement will depend on your individual circumstances and whether any earlier years, queries or shortfall payments still need to be completed.

You can quickly find your ODS code in PCSE Online by following these steps:

• Log into PCSE Online
• Go to the Employee Contribution Statement screen
• Choose the correct financial year and income type
• Click on the ‘Select Practices’ dropdown – your ODS code will appear there.

Your NHS Pension Scheme Membership number is the 8 digit number that is your unique identifier in the NHS Pensions system.

Your NHS Pension Scheme Membership number can be found in the Employee Contribution Statement screen on PCSE Online, if you have had pension contributions deducted via PCSE.

Your Pension Scheme membership number can also be found on any documentation you have from NHS Pensions.

If you are unable to locate your NHS Pension Scheme Membership number you can contact the Pensions Member team at nhsbsa.pensionsmember@nhsbsa.nhs.uk. 

For more information on Added Years, please see the NHS Pensions Member Hub.

On PCSE Online, you’ll only see forms from 2015/16 onwards. These are the years that were migrated from the legacy NHAIS system.

For earlier years, you can view your contribution history in the NHS Pensions system.

In accordance with NHS Pension Rules Officer income must not be  included when calculating total pensionable pay.

You must not include roles treated as officer in the NHS Pension Scheme on your annual certificate, such as:

• GP trainee
• Hospital post
• Academic post

Tip: If you’re unsure whether a role is treated as officer or practitioner, always check with your employer before completing your Type 1 or Type 2 form.

If you worked as a Partner and a Salaried GP in the same pension year, you’ll need to complete both:

• Type 1 Annual Certificate for the period you were a partner
• Type 2 Self-Assessment form for the period you were a salaried GP

Your tier rate is based on the combined pensionable pay from both roles.

The NHS Pensions system (Pensions Online) updates records in sequential year order. If any year is missing an approved certificate, it creates a gap in your record.

Your NHS Pension Statement is refreshed once a year in August and includes all updates made by early June. Any changes after the June cut-off will appear in your next refresh.
 

Please see the NHSBSA website for guidance on calculating pensionable pay.

Visit https://www.nhsbsa.nhs.uk/search and enter pensionable pay as a search term.