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I would like to update you following the recent meeting with Capita team and NHS England in July 2018.
As you will see, I have kept the format the same in order that it may be easier for you to see the issues that were raised and how we are progressing with them.
For those of you new to these blogs, it may be helpful for you to have a look at the guidance that we have written and some of my previous blogs which can be found here under the Further reading section.
The bank details for sending monies are likely to remain absent from the website for the foreseeable future, partly due to a security concern from NHSE and partly due to the fact of unallocated cash within NHSE’s bank account.
I have raised this issue multiple times and it is unlikely to change anytime soon.
NHSE continue to advise individuals who do not know the bank details to contact PCSE either via telephone or via their online form.
We have had guarantees from NHSE in three separate meetings that no individual will be disadvantaged due to the processing of an individual’s pension, i.e. that monies paid to your pension are safe even if they have not been processed correctly at present.
We have asked for this in writing.
My advice as previously, keep a copy/evidence of all forms and monies that you send to PCSE just in case you are required to provide them as evidence in the future.
Capita (PCSE) are now accepting forms only via their on-line enquires form or via post.
We had previously raised concerns that their guidance notes advised that submissions could only be done from an NHS.net email account, yet many locums still do not have access to one. After much persistence, Capita (PCSE) have now changed their guidance notes to state, “You will need to enter your email address when prompted (NHS.net email accounts are preferred)”.
When submitting your monies please use the reference number of your SD number, followed by LOC for locum work or SOL for SOLO work, followed by the month in the three characters and finally the year in two characters.
For example someone with an SD number of 12345678 submitting their locum forms in August would use:
These monies continue to remain ring fenced until they can be allocated to individuals.
There is some investigative work being carried out at Capita (PCSE) to determine the best way forward.
The easiest way, I believe, would be if individuals were to receive a statement of their pensionable earnings and a statement of contributions for each year. Then members would be able to detect if any monies were missing from their pension record and Capita (PCSE) could begin the process of having it allocated.
NHSE continue to agree it is about doing the right thing for GPs.
Since my very first blog, I have raised this as an “enormous concern”. We have raised this at every meeting.
Capita (PCSE) have now advised that individuals should start receiving an email receipt with values and to which month the contributions relate for locum work. There are standardised templates that Capita (PCSE) will now use.
I have already started hearing of individuals receiving these, which is great news.
Hopefully, we can get this rolled out across the other forms!
This is the most common query that the BMA pensions team and I receive.
I have previously written a specific blog on the Type 2 Forms which you can find here.
The amnesty still stands. At the moment there is some investigative work being carried out at Capita (PCSE) to determine what will be required for Type 2 forms going back to year 2009/2010.
At the moment there is nothing that you need to for previous years. This may mean that you Total Reward Statement may not be up to date (please see TRS section below) however, this should not be a concern unless you plan to retire soon.
We are pursuing this and we should have much more information in the next couple of months.
Many people have contacted me to say that Capita (PCSE) close their case without the issue being resolved.
We have raised this concern several times in the past.
In our last meeting, Capita (PCSE) recognised that the closing and re-opening of cases has not been beneficial for all involved. As a result, they will now not close cases until issues are resolved.
I would be grateful if you could let us know if this is not the case and I can raise this directly with Capita (PCSE). Please contact us at [email protected]
On 22 August 2018, the Total Reward Statement (TRS) will be updated to 31 March 2017.
We have been made aware however, that approximately only one third of records will be updated.
We have spoken with NHS Pensions yesterday, and they have kindly confirmed that there will be a second update in December to help increase the number of updated records.
Can I just clarify, the fact that if TRS is not updated, it does not mean that your pension record is not. They are two separate systems. As an example, my own TRS statement is completely blank! This does not mean that my pension is not up to date.
There are a number of reasons why a record may not be updated, for example the cut-off date for Capita (PCSE) to send data to NHS Pensions was in April. If Capita (PCSE) had received anything after this they will not be able to upload the data. Another example: the system requires data for sequential years so for instance, if there is data missing for one year, no subsequent years will show.
There is work happening to look at these issues to better understand how to resolve them.
We should have more info in the Autumn so watch this space.
At the BMA Annual Representative Meeting (ARM) I presented the following motion;
“That this meeting calls upon the BMA to oppose and take action against the Annualisation regulations within the practitioner section of the NHS Pensions scheme.”
This can be seen here
This motion was passed unanimously and since, we have launched our survey to achieve our goal.
The link to the email with the survey is here.
I would be grateful if you could complete the survey with the deadline for 15 August 2018.
We are also currently in dialogue with the Department of Health and Social Care. This is work in progress.
There are many ongoing issues, some more complicated than others however, they affect us all. We will continue to meet with Capita (PCSE), NHSE and NHS Pensions until we can get the issues sorted.
If you would like to get in touch please email [email protected] or for specific pension queries [email protected]
I will continue to provide updates for you.
Krishan Aggarwal is deputy chair of the sessional GPs subcommittee
You can follow him on Twitter @Krishanx
Thankyou for all your hard work on this -such a worry for us heading towards retirement age
Many thanks Krishan for your hard work, please keep it up.
Thank you Krishan. These updates are SO helpful!! It’s hard to get answers when you’re only presented with an online form!
Useful guidance and advised which submissions could only be done from an NHS.net email account, but many locums still do not have access to one. Keep sharing such kind of more post.
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Thanks so much for your continued efforts. RE: TRS, mine has been blank since the system went online. Each year I am told it will be fixed by the next update, last year I was told I could request a free manual copy/calculation, after doing which I received a letter many weeks later with nothing in it basically saying it was up to me to contact my employer and ask them to update my records... I'm a Locum...
Whilst I'm far from retirement I am extremely concerned about all the money I have paid and continue to pay in with no clear way of verifying that it has been recorded. Is there any other way to do this? A Freedom of Information Request of my own perhaps? who would I direct this at?
thank you if you are able to reply to my comment.
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Thank you for all your work on this, and being our advocate.
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