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Joiners and leavers

A Salaried GP, Principal GP or non-GP Partner wants to opt-out of the pension scheme. What needs to happen?

If a Salaried GP, Principal GP or non-GP Partner wishes to opt out of the NHS Pension Scheme but continue working in your NHS employment(s) they must complete the Opt Out form on PCSE Online. Please note this means they no longer have to complete the SD502 form.

Simply log into PCSE Online, select the GP Pensions tab and click the Opt Out option from the dashboard. Provide the date they want to opt out from and tick to confirm the instruction.

The practice must complete the Leaver form in PCSE Online, which instructs the system to cease pension contributions from the date provided.

If in future, the Salaried GP, Principal GP or non-GP Partner wishes to rejoin the NHS Pension scheme, the practice will need to complete a Joiner form. 

How do I get an Advanced Clinical/Nurse Practitioner or Practice manager, who is a non-GP Partner onto the Estimate form in order to take pension contributions?

In order for a non-GP Partner to be added to the Estimate form, the practice must complete a Joiner form for them on PCSE Online. The non-GP Partner must have joined the NHS pension scheme and have an SD number.

If the practice cannot find the non-GP Partner in the Joiner form, PCSE might not be aware of their SD number. The non-GP Partner will find their SD number on any correspondence they've received from NHS Pensions. If they don't have anything with their SD number on, they need to email the Pensions Member team at nhsbsa.pensionsmember@nhsbsa.nhs.uk

Either the non-GP Partner or the practice needs to contact PCSE with the SD number as soon as possible. PCSE will update the information, and within two hours the Joiner form should update.

Please note, there is no Performer List requirements for a non-GP Partner, as they are not on the Performers List.

I can't find our new GP (Salaried or Principal) in the Joiner form.

There are several reasons why you can't find a new Salaried GP or Principal GP joining your practice in the Joiners form on PCSE Online.

1. If a newly qualified GP has recently changed their status to Salaried GP, PCSE might not be aware of their SD number. The GP will find their SD number on any correspondence they've received from NHS Pensions. If they don't have anything with their SD number on, they need to email the Pensions Member team at nhsbsa.pensionsmember@nhsbsa.nhs.uk

  Either the GP or the practice needs to contact PCSE with the SD number as soon as possible. PCSE will update the information, and within two hours the Joiner form should update.

2. GP has not yet submitted their employment change in PCSE Online.

Please note, the practice cannot do this on behalf of the GP, it is the GP's responsibility to ensure their employment details are current and correct.

3. Practice or ICB (if relevant) has not approved the employment change in PCSE Online.

For a salaried GP, only practice approval is needed for an employment change. For a Principal GP, ICB approval is also required. This also requires a contract variation, which needs to be initiated by the ICB.

If you have a new GP Principal starting, please get in touch with your ICB as early as possible, so that they can start to prepare the contract variation as soon as possible. 

What role do I need to manage the Joiner and Leaver process in PCSE Online?

You will need the 'Joiners & Leavers' role. This needs to be assigned to you by a user adminitsrator in your practice with the 'GPP - User Management' role. Any other user administrator role ('PL Organisation User Administrator' or 'Main Contact') will not be able to assign any role related to GP Pensions and Payments.

Once you have the 'Joiners & Leavers' role, you will be able to see a list of employment changes to be processed in PCSE Online. Please note, you may need to scroll across the screen in order to see all the headings. 

Understanding the Joiner and Leaver process

The Joiner and Leaver process in PCSE Online is for Salaried GPs and Principal GPs who are members of the NHS pension scheme.

The purpose of the Joiner and Leaver process is to ensure that the correct pension contributions are taken from the practice's contractual statement each month that the Salaried GP or Principal GP is employed.

If your Salaried GP or Principal GP is not a member of the pension scheme, you do not need to complete the Joiner and Leaver process. 

Individual estimates, does this mean we estimate the GP salary but then they add any other locum work done elsewhere?

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.

If you change an estimate does PCSE take into account the annual figures paid to date?

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.

Our accountant normally completes and submits the estimates, will they be able to continue to do this?

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.

Is there a way to show which GPs are linked to our practices?

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. 

Will we still need to complete the estimate of pensionable profit form when GP leaves or joins the practice?

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.

Can you clarify the terms ‘GP’ or ‘NON GP’ on the joiners screen?

Non-GP refers to non-GP Partners. A common example of this is a Practice Manager who is a Partner.

We have a salaried GP leaving the NHS pension scheme but not leaving the Practice, would i still use the Leavers form?

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.

If a GP opts out of the NHS pension scheme and then wants to restart pension at a later date, what process will they or the practice need to do?

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.

How do we notify you of historic joiners or leavers from before this new system is live?

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, by visiting the Contact Us page and completing a new GP Pensions enquiry.