Submit the joiner or leaver form using PCSE Online and the contributions will be backdated to the beginning of the financial year. The leavers form can be completed and submitted at any time, but for joiners the GP must have completed their performers list change first. For any joiners or leavers prior to the current financial year you will need to contact PCSE to apply a further manual adjustment.
Users with the GP Principal or Non-GP Partner role at the practice can opt GPs back into the pensions scheme. Once completed users with the Joiners & Leavers role can complete a Joiner form to restart the Pension contributions.
No, the leavers form is to stop Pensions contributions being taken from your practice for GPs who have left the practice but have remained in the NHS Pension scheme. The Opt out process should be followed by the GP for this scenario, once opted out then contributions will stop. GPs have an Opt out tile when they log in to PCSE Online.
Non-GP refers to non-GP Partners. A common example of this is a Practice Manager who is a Partner.
Estimates are required annually but should be updated after any changes to pensionable profits or earnings to ensure that the correct contributions are being paid throughout the year. The most recent submitted Annual Estimate will be visible and editable in PCSE Online. After any personnel changes, review the estimate and update if needed. Example, a Principal GP leaving the practice may have impacts on the remaining Partner profits and earnings.
The Performers List website has the facility to search by practice and see all GPs currently linked to the practice. The website is updated in real time after changes have been submitted and approved.
Visit the website here.
It will remain the responsibility of the practice to submit their estimates. It is possible to give your accountant the Estimates role to do this on your behalf.
The estimate form sets the monthly contributions going forwards. The contribution tier rate has to be selected from a drop down list. If the change in earnings for the remainder of the year impacts the tier rate this must be changed. Any contributions paid to date will be pulled through to the Annual Certificate or Self-Assessment form at year end.
Individual Estimate allows for all earnings to be declared by the GP themselves - including salaried, locum and solo work earnings. This can be captured on the main Estimate however if the GP wants to keep their locum and solo earnings private, but still have their locum and solo figures counted for accuracy, they complete an Individual Estimate and tick the box to hide the locum and solo earnings from view.