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Here is my latest instalment. I hope that you find these updates helpful. If there is anything specific that you would like me to cover could you please let me know by emailing the BMA staff at [email protected]
As you will see, I have kept a similar format 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.
These updates follow meetings with NHSE, Capita (PCSE), NHS pensions and PWC which occur on average every four to six weeks.
Pensions can now be divided into three categories based on the concerns; historic - pre 2015; Current issues 2015-2018 and transformation – i.e. how Capita will deliver this in the future.
The historic issues are being investigated by the independent Pension Expert – PricewaterhouseCoppers (PwC) and the name given to this piece of work is Project Restore.
This particularly PwC team have expertise and experience with the NHS Pension Scheme as they helped develop the systems in place at NHS Pensions
PWC are also undertaking a review of Capita’s (PCSE’s) processes.
In doing this exercise, the pensions expert should be able to determine where gaps lie in members’ records and contact members where their records are incomplete.
This should then form part of the work that will address the current issues.
With regards to transformation, we have stated that how Capita (PCSE) deliver this in the future must be based on the learning that has occurred since the independent Expert (PwC) have started, and not build on the previous systems.
TRS will be updated on 13 December 2018. The records should be updated to 31 March 2017.
There are two points to note here. First, the records need to be sequential, thus if a previous years records are missing, TRS cannot be updated beyond that.
Second, if TRS is not up to date it does not mean that your pension record is not. There are many reasons why your TRS may not up to date and the exercise that the Pensions Expert is carrying out above will help them determine these and hopefully resolve them.
A simple example, if you have added years, TRS will not be updated, in which you can contact NHS pensions for a copy of your record.
The amnesty still stands.
The type 2 forms were discussed at the meeting yesterday (11 December 2018)
We have reiterated that any forms that are released must apply the rules correctly, in particularly the rules that apply to annualisation.
We have also stated that the new forms should not disadvantage anyone who did not complete the forms previously.
The forms will be divided in to three categories.
We have not seen the forms as of yet however, once we do, we will update you.
There are many ongoing issues however, they affect us all. We will continue to meet with Department of Health and Social Care, Capita (PCSE), NHSE, the Pensions Expert 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 Subcommittee, GPC UK.
You can follow him on Twitter @Krishanx
Very well written, very informative, thanks for this.