Rather than a normal blog, I am again providing below, a few notes from the follow-up meetings we have had with NHSE (NHS England) and Capita (PCSE) regarding sessional GP issues.
Since update three there has not actually been a meeting, however a lot has happened with regard to locum forms.
I have updated the blog below, however if you read the last one (part three), the main changes relate to number nine.
Since introducing the new BACS reference number, Capita reported that it was now quicker and easier to allocate monies to individuals and therefore, update their pension record.
I would recommend that when submitting monies to Capita, please send using the agreed BACS reference number rather than sending a cheque.
The BACS reference details are in the GP locum section of the PCSE website, including all the details of where to send your forms. The bank details for sending monies have been temporarily removed from the website due to a security issue. I am liaising with NHSE to have the details visible on the website again.
For reassurance, the bank details have not changed and you can continue to use the details you have used for previous months.
On the Capita website it states, ‘NHS England is currently seeking further clarification from the Pensions Agency with regard to the acceptance of emailed forms. We will provide an update if there is any change to the guidance provided above. In the meantime, we advise that you keep a copy of forms submitted via email.’
We raised this with NHSE, and advised that it would be ‘unacceptable to ask members to resubmit their forms in paper for the past year or even longer’. NHSE assured us that this will not be the case and they will find a solution with NHS Pensions. NHS Pensions has subsequently confirmed that they will accept scanned forms via email. This is awaiting approval through NHSE’s own governance and assurance processes.
We will follow this up at the next meeting.
Capita has completed working through unallocated monies, however some remain. We have been advised that monies that have not been identified to any individual will be held and ring fenced. When members of the scheme receive statements, it will be clearer if any monies are missing. We have had assurances again that these will not impact the individuals’ pension record.
We will continue to follow this up.
Cheques that have not been identified to an individual have been returned to banks, which in turn should be returned to the individual. The number of cheques is a relatively small number.
The GP will then need to resubmit (ideally via BACS). NHSE has assured us that these payments will be honoured and backdated correctly. The ten-week rule will not apply.
If you have an uncashed cheque, please contact your bank to see if the cheque has been returned, just in case the bank has not got in touch. Please then resubmit the form via email, with a cover letter and the payment ideally via BACS.
This is probably the biggest ongoing concern I hear from sessional GPs. It is illogical that we pay money into a pension scheme each month and do not receive any form of receipt that the correct amount has been entered for the correct month.
At the meeting on 9 March 2017, there was finally an acknowledgement from NHSE regarding the need for receipts. Update: Capita will now provide receipts for SOLO forms and locum A and B forms (as long as there is an email address on the locum B form).
With regard to type 2 forms, please see point seven below.
I have also asked for a summary of contributions for the year ending 31 March 2016, 2017 and next year, 31 March 2018. Please see point six, for April 2018 onwards. Capita has not committed to this yet, however we will continue to pursue this.
Capita is looking at a process of having a live system which would demonstrate monthly contributions. This is expected to go live in April 2018 and will be prospective not retrospective.
We have requested to be involved in this piece of work at an early stage.
NHSE and NHS Pensions have agreed to an amnesty. NHS Pensions will create a new form and allow individuals to submit this form back to 2009/10, when the requirement began.
We are still awaiting detail on how this is to be done. We have asked to be involved as we do not believe it’s as easy as they believe it to be. A simple reason being many GPs do not know if they are type 2 practitioners or not.
There is nothing you need to do at the moment. Once I have all the detail, I will update you with all you need to know.
Now there is a specific web page for locum GPs, we have requested a similar page be created for salaried GPs and one for the Capita bulletins. Capita has agreed to this request.
Capita will now share the provisional content so we can have input.
As you may already know, the employers contribution for the NHS Pension scheme has increased from 14.3% to 14.38% as of 1 April 2017.
The 14.38% applies to all payments received after 1 April 2017 irrespective of when the work was done. Practices have received the increase of 0.08% in their global sum. Please ensure this is correct, as where it is not Capita is sending forms back.
Capita has stated that they were wrongly advised and has returned forms where individuals correctly applied the 14.3% prior to 1 April 2017, though Capita received the forms after this date. Capita is currently doing an analysis to see how many are affected.
Where individuals have received monies prior to 1 April 2017, 14.3% will need to be applied to the old form. Where monies have been received after this date, 14.38% will need to go on the new forms. In essence, for that month you may need to submit two sets of forms.
As you probably already know, the forms changed again in mid-May. Unfortunately, we did not receive any communication that this would be the case. They now include a box for the BACS reference number.
The guidance notes state, ‘If your paperwork and BACS payment do not include the unique identifying reference then your pension record will not be credited with this work’. This has not been communicated from NHS Pensions to either NHSE or Capita.
I can confirm that Capita will not refuse any paperwork that does not have the reference number.
The guidance notes also state that the forms need to be sent from an NHS.net account. This has been changed by NHS Pensions and again, this had not been communicated to either NHSE or Capita.
I discussed this with NHSE and do not see the need for this. I now have confirmation from NHSE that you can submit your forms from any email.
I have been seeking a meeting with NHS Pensions and have been advised that I will be allowed to have an input prior to new forms being updated. Hopefully, this will lead to fewer problems.
With regard to completing the forms, Capita has stated that there are still some individuals who are not completing their personal details on the locum A and B forms correctly. Can we request that you use your name as it is on the performers list and ensure you include your email address and NHS Pension SD number.
Finally, all emails that are now sent to Capita will be processed via a CRM (customer relationship management system). This means that all emails go into a queue and are assigned a case number. Individuals will have received these. This does not necessarily mean that there is anything wrong with the forms, however I have been advised it will be easier for Capita to follow up any queries.
For your reference, here are the forms – locum A and locum B.
The GP trainees subcommittee has received several queries with regard to newly qualified GPs who were awaiting confirmation of their change in status on the NPL (National Payment List) following their achievement of CCT. There is now a statement on the PCSE website which people can link to.
Hopefully this will avoid people losing out on work or delays to starting dates until the administrative process is completed.
We are still chasing NHSE on updating the performers list and providing a complete copy to individual LMCs in order to help engagement with sessional GPs.
Another one to follow up at the next meeting.
That is all for now. We will continue to meet with Capita and NHSE until we can get the issues sorted. We are hoping to meet again next month.
If you would like to get in touch with me please email us at [email protected] or for specific pension queries [email protected]
I will continue to provide updates for you.
Krishan Aggarwal is deputy chair of the GPC sessional subcommittee. This blog was updated on June 14 2017.
You can follow him on Twitter @Krishanx
Thank you - this is immensely helpful and a great relief that someone is out there sorting this on our behalf. Having failed to submit ?? how many, type 2 forms as unaware, I am taking this to mean that I should sit tight and not worry that my pension payments are being paid into the ether?! I will continue to watch this blog. Of course no communication at all from capita, PCSE to the practice or us as individuals. Whatsoever...! H Andrewes, London
Very useful, thank you. I requested a statement from PCSE which did not reflect half of my employment contributions. I have to submit Type 2 practitioner self assessment forms for the last 5 years. Any idea where I can get these? Or do I wait for the generic form to come out.
Thank you so much. It is very helpful .and knowing that we can back date our tier 2 forms is really reassuring.
Thank you for your positive comments.
Nothing to do with Type 2 forms at the moment.
I am hopefully going to involved in the process and will try my best to make the process as simple as possible.
I will keep you updated via this blog and twitter - @Krishanx
After working for Primary Care Services for 25 years PMS Manager (pensions and payments) I now work for Baldwin Accountants in Worcester following our office closing in 2015. Part of my role is assisting PM's with outstanding queries with PCSE for GP's on and offs and pension and payment queries. This is very useful information especially as we deal with the pension deadlines for Salaried and Sessional GP's and completion of the end of year forms. We have experienced numerous difficulties with Capita PCSE responding to queries as we always follow these up on the practices behalf to ensure completion. The problem is there is no one with the necessary experience to take the initial call and follow this through for you they refer to back office which we are beginning to doubt exists as nothing is getting resolved.
The question that hasn't been answered - when will the superannuation refunds be paid to the doctors and any underpayments collect for 15/16? The certificates were submitted via email by the Feb 17 deadline.
Many thanks for this. I agree that it is immensely reassuring that you are in discussions with them and making progress. I have another issue in that I had been paying at a higher tier than needed. I requested a repayment for 15/16 using the correct form as per a pcse email back in January but not been able to get any response as to what's happened. They owe me a lot of money. I need to reclaim 16/17 too and the advice was to wait until May when there would be a new form but none seen as yet.
Thank you for your comments.
The new Type 2 form for the amnesty is in the process of being designed by NHS pensions.
I have requested to have an input in to this form.
I do not have a time line for this at the moment.
With regards to refunds that are due for paying the incorrect tier, please contact the Pensions team [email protected] and we can help.
Someone who only does short term locum work does not meet the criteria to be a type 2 practitioner or are they claiming this is not the case?
That is correct, an individual who only does short term locum work does not meet the criteria to be a type 2 practitioner. There is no change to this.
Well done and thank you on behalf of all of us. You deserve a medal. How on earth do you hold on to your sanity when dealing with Capita?!
awww... thank you!
Good to know that someone is getting to grips with this and that we will receive up to date information about our pension accounts. I thought I had updated my pension 3 years ago. Only after requesting a pension statement did I realize that no payments had reached my account in the last 3years. On resubmitting forms I was told that they only needed 2out of 3years as they had found one. I have.no confidence that my pension will ever be credited correctly