Annual end of year pension administration
The Type 2 medical practitioner self-assessment for 2017/18 and Type 1 annual certificate of profits for GP (and Non GP) partners 2017/18 for partnerships/single handers are now available to download from the NHS Pensions website here.
The Estimate of Pensionable Profits form 2019/20, and the Type 1 annual certificate of profits for GP (and Non GP) partners 2017/18 for Limited Companies are due to be released by NHS Pensions shortly.
Downloadable guide to pension administration
PCSE has worked with NHS England and the BMA to create a guide to end of year pension administration which can be downloaded here.
As part of the requirements of the NHS Pension Scheme Regulations, GPs need to return their GP Provider Annual Certificate of Pensionable Income or the Type 2 Medical Practitioner Self-Assessment form to PCSE within 11 months of pension year end; i.e. by 28 February. It is a legal requirement for GPs to complete and submit these documents each year.
Important: If practitioners do not submit pension documentation for any one year it will result in an incomplete pension record which may affect Annual Benefit Statements (Total Reward Statements), Annual Allowance statements, etc.
Important information regarding pension adjustment payments
Once you have submitted your end of year certificates we will automatically adjust the next contractual payment run to account for the arrears or overpayments. You do not need to take any action.
If you wish to make a payment before the end of the 18/19 tax year you must submit your end of year certificates first. You can then make an ad-hoc payment via online banking. PCSE’s customer support centre can provide NHS England’s bank details over the phone. They can be contacted on 0333 014 2884.
When making a payment it is important to enter the reference in the following format:
Practice code – year ending – GP’s full name, for example: P82004YEND2018- DR John Smith
If the correct payment reference is not used, the payment cannot be quickly allocated to the correct fund. This delay may result in the amount being deducted again from the practice’s next contractual payment.
PCSE can only accept forms that have not been signed by the practitioner/practice if the contact email address included when the documents are submitted is an nhs.net email address.
If documents are submitted without a hand-written signature, and no nhs.net email address is provided when the documents are sent to PCSE via the online enquiries form, the document(s) will be returned to the sender for re-submission.
Ongoing review of pension scheme data
As you may be aware, NHS England is carrying out a complete review of all pension scheme data, led by an independent pension’s expert.
This will involve an analysis of all practitioner pension information. If the review shows any gaps in data, practitioners will be contacted directly by PCSE with clear advice on what to do next. This may involve submitting pension documentation for years where there are gaps.
Annualisation reimbursement process
If during Scheme years 2015/16 and 2016/17 you were a member of the (new) 2015 NHS Pension Scheme (i.e. not a 1995 or 2008 Section protected Scheme member) the rate of employee contributions you paid was based on your annualised GP pensionable income. You will soon have the opportunity to review the rate of contributions you paid in those years. In January 2019, further information will be available on the Practitioner page of NHSBSA/NHS Pensions’ website including a reimbursement claim form: