Listing screen
How do you know that a year is missing?
The Type 2 listing screens on PCSE Online allows members to see their previously submitted Type 2 forms.
You can find the listing screen by logging into PCSE Online, select Payments and Pensions, select Pensions, then select Self Assessment - Type 2. You can then click on ‘NHS Pension Scheme Annual Income listing’, and this is where you’ll see all current and previous forms.
You can sort the ‘Financial Year’ column to easily check if forms for all years are showing as approved or if any years are missing.
The NHS Pensions system (Pensions Online) can only be updated in sequential order, so if there are any years without an approved certificate, this causes a gap in the member's record.
I am unable to select 22/23 in the drop down and previous years are listed in red, despite being submitted via "old" method previously and confirmed by PCSE.
If a previous financial year shows as red, this simply means the form has not been submitted on the PCSE Online portal. The listings screen on PCSE Online allows members to see previously submitted Type 1 and Type 2 certificates and also any draft forms. You will be able to see forms submitted via the "old method" that have been approved by PCSE on the Listing Screen.
You can find the listing screen by logging into PCSE Online, select Payments and Pensions, select Pensions, then select Annual Certificate - Type 1 or Self Assessment - Type 2. You can then click on ‘NHS Pension Scheme Annual Income listing’, and this is where you’ll see all current and previous forms, including forms in draft status.
You can sort the ‘Financial Year’ column to easily check if forms for all years are showing as approved.
Is there an audit trail of all the previous forms we have submitted?
Yes. You can view all previously submitted end of year forms on the Listings screen.