Welcome to this special edition of the PCSE GP Bulletin, which covers the End of Year Pension administration processes for 2020 and an update about Annual Benefit Statements (ABS). NHS Pensions has released the Type 1 Annual Certificate of Pensionable Profits and the Type 2 medical practitioner self-assessment form will be available very soon. In this bulletin we will help you understand what you need to do in order to prepare End of Year Pension administration in 2020.
Annual end of year pension administration
NHS Pensions has confirmed that the following pension forms and associated guidance notes have now been published and are available to download from the NHS Pensions website here.
The following pension forms and associated guidance notes have now been published:
• Type 1 GP and non-GP providers annual certificate of pensionable profits (partnership / single-hander) 2018/19
• Type 2 medical practitioner amnesty form - for use when forms not already submitted from years 2009/10 to 2016/17
Also available is:
• GP and non-GP providers annual certificate of pensionable profits (limited company) 2018/19
Available very soon:
• Estimate of NHS pensionable profits / pay form 2020/2021
• Type 2 medical practitioner self-assessment forms 2015/16, 2016/17, 2017/18 and 2018/2019
Available support for pension administration
To help to accurately complete the Type 1 Certificate we have provided a few simple hints and tips. By following these hints and tips the Type 1 Certificate is less likely to be returned for incorrect or missing information.
PCSE has worked with NHS England and the BMA to create a guide and timeline for End of Year pension administration. The guide includes information on submitting your pension forms via the PCSE online form, information about adjusting your next contractual payment once PCSE has processed your end of year certificates and guidance on submitting forms without a hand-written signature via a secure email address.
As part of the requirements of the NHS Pension Scheme Regulations, scheme member need to return their Type 1 Annual Certificate of Pensionable Income or the Type 2 Medical Practitioner Self-Assessment form to PCSE by 28 February deadline. It is a legal requirement to complete and submit these documents each year.
Submit GP pension administration forms and certificates early to ensure the correct adjustments are made from your GP Practice
To ensure the correct pension deductions are made from your practice please submit your end of year pension administration forms and certificates for 2020 as soon as possible. The necessary adjustments will then be made in the practice’s next available monthly payment.
New December Annual Benefit Statement (ABS) available
In the November pensions bulletin, we mentioned that NHS Pensions is issuing two GP Pension Annual Benefit Statements this year. The first phase was issued in August and the second will be on 18 December 2019. The December ABS will be available to view via www.totalrewardstatements.nhs.uk
When the December ABS is launched, scheme members should be able to see their latest statement if the following criteria have been met:
All their historical certificates have been submitted correctly with accurate information by the 28 February 2019 deadline
All their certificates have been processed by 11 October 2019 by PCSE
They do not fall into an exception situation where the ABS will not show their details (see below)
When a member’s certificate(s) have been processed the sender will receive a confirmation email from PCSE. Those who have received confirmation from PCSE by 11 October 2019 will see an updated December ABS (if all other criteria above are met). If confirmation was received after 11 October 2019 they will see their updated ABS in the August 2020 release.
Pension records can only be updated sequentially, if certificates from previous years are missing, the most recent years cannot be updated. For instance, if certificates have only been received and processed for the years 2010/11, 2011/12 and 2017/18 then the ABS will only reflect the pension figures up until 2012.
Once the missing certificates are submitted correctly and processed then this will update the system fully for the next ABS release. You can also request a pension’s statement at any time directly from NHS Pensions. More information can be found on their website: https://www.nhsbsa.nhs.uk/member-hub/getting-estimate-your-pension
What happens if I can’t see my December ABS?
If you have submitted your certificates in time and they were processed by PCSE by 11 October 2019 then there are still a number of reasons why NHS Pensions may not be able to automatically produce an ABS statement. NHS Pensions has advised they do not provide a list of these. Members are advised to contact the NHS Pensions TRS team on 0300 3301 351 or email email@example.com so they can look at individual circumstances. ABS statements cannot be provided by PCSE.
There is also more information available at https://www.nhsbsa.nhs.uk/employee-section
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