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What is a Type 2 Form?
This is a mechanism for NHS Pensions to ensure that you have paid the correct Pension Contribution Tier across all your Practitioner roles. Officer roles are not taken into account.
This is actually a legal requirement of the NHS Pension Scheme.
Who needs to complete one?
The short answer - anyone that is a Type 2 GP.
A Type 2 GP is;
Essentially if you are not a Type 1 GP (principal) or solely a locum you are likely to be a Type 2 GP.
What happens if I do not complete the forms each year?
If the form is not completed, there is no risk to your pension however, your Pension record may not be updated.
The deadline for the forms is on the 28 February each year, 11 months after the previous Pension year end of 31 March.
The total reward statement (TRS) is then usually updated once a year in August –effectively 18 months after the pension year end.
Confused? Here is an example... for the year ending 31 March 2017, the Type 2 form will need to be submitted by 28 February 2018 and the TRS will be updated in August 2018, essentially 18 months after the pension year end of 31 March 2017.
This year however, NHS pensions have decided to do a second update to TRS on 13 December 2017.
What happens if I have not done one before, do I need to worry?
Firstly, do not worry.
Many GPs are unaware of these forms. As a result BMA Pensions and I have been able to negotiate an amnesty with NHS England and NHS Pensions. NHS Pensions have created a new form, which will allow individuals to submit back to 2009/10, when the requirement began.
We are now in the situation where we have three “batches!”
2009/2010 to 2014/2015. The amnesty stands. NHSE are still to decide who will process these forms, as this is not within the Capita (PCSE) contract. There is no current deadline. Once we have this information we will share it.
2015/2016. We have been able to negotiate with NHS pensions and they have agreed for the year 2015/2016 those that have completed a type 2 form already however, may not have completed it correctly due to not knowing about the Annualisation rules (see below), will not have to resubmit a corrected form. If you have not completed a form for this year, can you complete one as soon as possible.
2016/2017. We have been advised by NHS Pensions these forms will be released this week. Usual deadline for submission will apply, that being 28 February 2018.
Where are the forms?
Here are the forms for 2015/2016 and 2016/2017.
What is annualisation?
Here is another curve ball and a complicated one at that.
In the 1995 and 2008 NHS Pension Scheme, the tier you pay is based on your practitioner earnings. However, for those who transitioned into the 2015 Scheme, this is no longer the case.
This is essentially a regulation that will result in certain members having to tier their pension contributions at a higher rate based on their annualised earnings rather than their actual earnings.
This is dependent on if you have taken breaks within the Pension Scheme year.
Rather than try to explain the detail here, the BMA Pensions team and I have written guidance.
If you would like to get in touch you can email me or pensions for specific queries.
Krishan Aggarwal is Deputy Chair of the Sessional Subcommittee, GPC UK.
Follow him on Twitter
I m never sure where to send the type 2 form once completed. Last year I couldn't get the online one to work, so printed it off. I had diffIculty finding out where to send it. I emailed pcse and had 2 replies, one saying send it to Darlington and the other to Prestin. In the end I sent it to pcse at Darlington and Preston. I never received an acknowledgement from either although I requested one. It would be helpful if you could clarify where to send it or how to find out.
These have all been merged and the place to send your completed form is [email protected]
I understand that this is due to change shortly to an online submission however, I do not have details yet.
Do GPSTs have to do these?
This form is for those that have qualified as GPs and have started a GP post ie after VTS.
does this apply in Scotland ?
I would also like to know if this applies in Scotland
Yes, it is applicable in Scotland too.
There is further guidance here
If you email the form you have to sign it, but it's protected and even if I could unprotect it I can't do online signatures
Quite a number of locum GP s are fully retired in the sense that they already receive their pension and therefore no longer contribute
Thank you for your work on this, it is helpful and reassuring that someone who knows much more about this than me finds dealing with Capita on these issues immensely frustrating and their systems nonsensically poorly thought out.
Could you please clarify what this means:
"If the form is not completed, there is no risk to your pension however, your Pension record may not be updated"
If there is no risk to my pension then why do I need to complete the forms, and what difference does it make if my 'record' is updated or not? What would actually happen if I don't complete the forms for 2015-16 and 2016-17 before 28th Feb this year?
If I work and pay NHS pension as a salaried GP then do I automatically HAVE to pay into the pension scheme as a locum even if I do not want to pension this locum work?
Do I have to enter OOH pension contributions that have already been done on a GP solo form? It’s unclear in the explanatory notes. Thanks.
Thank you for your post.
Allow me to clarify. We have assurances from NHSE that no individual will be disadvantaged due to the processing of an individuals pension.
The contributions are allocated to you however, there is an essentially a final tick box to confirm that an individual has paid the correct tier.
Once the form has been received by PCSE, this is done and an individuals record will be updated that they have paid the correct contributions.
To the anonymous post above.
You can pick and choose whether to pension your locum work. You cannot do this with Type 1 or 2 work, With these you are either in or out of the scheme.
On the Type 2 form you need to declare all Type 2 work and locum work, this includes SOLO forms.