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Rather than a normal blog, below are a few brief notes from the meeting I had on 15 December 2016 with NHS England, regarding Capita (PCSE) and the sessional GPs pension issues.
In this format it may be easier for you to see the issues that were raised, and how we are progressing with them.
1. Clarity on where to find the correct information
NHS England has now updated the PCSE website, which has a GP locum section. This webpage includes where to send your forms.
2. Clarity on how to send future pension contributions
There is much confusion among sessionals on whether to continue to pay via cheques or BACS. The message is very unclear.
The message received from NHSE is that GPs can use either at present. When sending funds by BACS, ensure that the BACS payment is somehow identifiable to you. I would suggest using your NHS Pensions SD number as your BACS payment reference.
3. Confirmation payments that have been made where cheques have not been cashed will be honoured and back dated correctly
NHSE are helping PCSE to go through unallocated monies and trying to match them to Locum A and B forms. They say this will be completed by 31 March 2017.
For those that have paid by cheques and the cheques have expired, the cheques will be returned to the issuing bank. The GP will then need to resubmit (via cheque or BACS). NHSE have assured us these payments will be honoured and back dated correctly.
4. Currently there is no mechanism of receipt of:
a. Locum A and B forms and payment
b. SOLO forms
c. Type 2 annual self-assessment form.
I have raised my enormous concerns regarding this, and I will continue to do so. NHSE will come back to us in January with an answer.
5. Type 2 annual self-assessment form
a. Many sessionals are unaware of the requirement to complete these forms.
b. What happens to those that have not completed one?
NHSE have advised that members should receive reminder letters to complete these. I have stated that this does not occur and many sessionals are unaware of the requirement. We have been asked to provide a test case of an individual who has not completed these forms to see if an amnesty could be granted.
There is more info here on the NHS Pensions webpage regarding pension requirements for GPs.
6. The ability to complete Locum A and B forms online
I have raised the issue of whether these forms could be completed online to help simplify the process. NHSE will come back to us in January with an answer.
7. If you have any concerns in the meantime, please contact BMA Support on 0300 123 1233 .
I am limited to what information I can provide at present, as some of it is confidential, but overall I felt it was a very productive meeting. NHSE have agreed to have another meeting in January to pick up these issues with a rep from Capita attending, with or without NHS Pensions.
I will update you following the meeting in January.
Krishan Aggarwal is deputy chair of the GPC sessional GPs subcommittee
You can follow him on Twitter @Krishanx
I am vey concerned about the Type 2 annual self-assessment forms. I have faithfully sent mine in every year, to various different addresses (most recently Darlington); by my reckoning they owe me money but I can't get anyone to even acknowledge receipt.
Dorothy King, Chester
I have never heard of the Type 2 annual self-assessment form, and I thought I was on the ball with my pensions. Been a locum since Feb 2015 so certainly missed out on the 2014-15 return.
Hi and thanks Krishan,
Oh dear... I have sent in my pension certificates A and B plus cheque, every month, for years . I have no faith in the system and often wondered whether I'm stupid to pay into it. I've never received a receipt in spite of asking my local pension officer (now redundant) repeatedly. One year, I was even sent another doctor's cheques and paper work.
Worryingly, I have never heard of a type 2 annual assessment form and have never received a reminder. A couple of years ago, I overpaid and emailed my local pension officer and told him this, and he just sent me a cheque (he did not mention a form). I have had frequent email and phone communication with the (now redundant ) local pension officers and they never asked me to complete a type 2 annual assessment. My perception is that they had not heard of the type 2 self assessment either.
My questions are:
What happens to GPs who have not filled in these forms?
When did they start to exist?
Can we complete them retrospectively? (and how far back? )
Connie Smith (London)
I too am worried re type 2 annual self assessment - have been locuming now for 3-4 years and whilst organised re locum A&B I have never heard or knowingly completed the type 2 form. And reading the link in the blog does not make me any wiser - help [email protected]
i have been locuming for 8 years and have never heard of this type 2 annual self-assessment form, i had regular contact with my local pension team before they were closed down and they never mentioned it.
I have been using bacs payment system. I agree it would make sense to use you SD reference number in your payment details but this is not what the local agency in Preston have requested. Instead they ask for a reference number that only allows you to add your initials. I Dare not change it to what u suggest for fear of them having any excuse to reject it...that is if it is being correctly dealt with anyway. Who knows what happens to our contributions.
In what other organisation would we pay in such a large amount of money without any confirmation of receipt or statement?
As has been said, Capita in Preston ask for a different payment reference - NHSE didn't know this?!
Can this all be done online, including confirmations of payments from practices and contributions payments from us? Of course it can, and it is ridiculous in 2017 that it isn't. Might I suggest that the BMA get an opinion and some costings from an IT expert on this? I can't see how an outline proposal would be a huge piece of work - might shame NHSE / Capita into action?!
Lots of worried Locum Gps in the discussion . I think the Type 2 annual assessment form only needs completing by SALARIED GPS - and not locum GPs.
I agree with the last comment. My understanding is that the Type 2 annual assessment form has to be completed by salaried doctors or doctors who work in more than one area so that it can be checked that pension contribution rates are in the correct tier. When I worked for an OOH provider as well as locuming I had to complete one but when I went back to just doing locum work I was told that I didn't need to submit one any more. I was told this by the very helpful and knowledgable pensions officer who worked in my local office, who I knew by name and was readily available to speak to with any queries
Dear Dorothy King, Dr M, Connie, Lisa and others.
Thank you for your messages.
Many doctors have not heard of the Type 2 Self Assessment form and that is part of the reason why I am trying to raise awareness.
With regards to who should complete this form, from the guidance, “Every Health Professional who had type 2 NHS Pension Scheme membership must, in law, complete the form.
A type 2 medical Practitioner is:
• a salaried GP formally employed by a GP practice, APMS contractor or by a Local Health Board
• a long term fee based/self employed GP who works for a GP practice, APMS contractor, Local Health Board for a period of, generally, six months or more
• a GP who works solely on an employed or self employed basis for an Out of Hours Provider that is not an NHS Trust/Foundation Trust”
This is a link to the full guidance;
I have asked the question to NHS E, what are the consequences for individuals who were unaware of the requirement.
We are providing a test case of an individual who has never completed one, since the requirement began in 2010.
Once you have completed your Type 2 annual assessment form, it should be clear if there has been an under or over payment.
I enclose a link to the guidance which should help in answering how to claim back the extra monies.
I have asked if there can be an amnesty for those that have not completed these forms, as this would be beneficial to the NHS Pensions agency and the GP.
With regards Capita , it is entirely up to you what BACS reference you chose to use. They cannot refuse your payment on this basis.
The difficulty with the reference that they have suggested, is that it only asks for your initials. What if someone has the same initials as you?
NHS E were aware of the payment reference being asked by Capita however, it did not occur to them the flaws in the chosen reference.
At the last meeting, I suggested that we use the SD number as it is far more logical. We were hoping to have confirmation by now. Sadly, this has not yet arrived.
As mentioned in the blog it gives me great concern that GPs do not receive any confirmation of receipt for the following.
c. Type 2 annual self-assessment form
I have raised this with NHS E and will follow up at the next meeting.
With regards to this entire process being online, it has been raised, and they are looking into a process that the entire pension record will be visible.
We have asked for information regarding this and therefore can be consulted on their process.
These are all ongoing agenda items and I will continue to pursue these.
I will provide an update as soon as I have an answer.
The meeting for January has sadly been cancelled by NHS E, so I am trying to arrange one for early February.
Type 2 self assesment form . Never heard of it , looks like I should have been doing them the last 6 years . This stupid tiering system is a nightmare .
It is lazy of me I know , Any chance of a link to the type 2 practitioner form - not just the guidance
Was salaried 2003-2015... was never asked to do a Type 2 form
Feel free to use me as a sessional test case. Salaried gp since 2013 and never filled in a form or been asked to.
I stumbled across the Type 2 forms in 2015 by sheer accident - I have never received a notification or reminder to complete one, despite starting as a sessional GP in 2013 - thankfully, I managed to get my two overdue forms submitted & dealt with before Crapita took over - this year though, I sent my form to PCSE via their email address weeks ago but haven't had any acknowledgement yet - really frustrating when last time I had a reply within 24 hours!
Thank you for you comments.
This is a link to the Type 2 Medical Practitioner Self Assessment Form of Tiered Contributions from 2010 until this year. They are towards the bottom of the page.