Pension Certificate Alert
For the attention of all GPs and practice managers, the NHS pension agency has now issued the Type 1 Annual Certificate of Pensionable Profits for 2018/19 which needs to be submitted to PCSE by 28th February 2020. We are anticipating that the Type 2 pension certificate for salaried GPs will be issued shortly.
Therefore, in preparation, please kindly review the below and action accordingly:
TYPE 1 (GP Partners and Non-Clinical Partners) – RBP ACT FOR YOU PERSONALLY
Every GP partner and non-GP partner is required to complete a Type 1 pension certificate to declare their pensionable profit and pay the right amount of superannuation.
If we act for you personally, we will complete this certificate automatically and send it to you via our secure portal, as we have done in previous years.
Based on feedback we have received from clients and also ongoing issues with the PCSE and missing pension certificates, we will be submitting the certificates directly to the PCSE on your behalf via their portal. We will send you your certificate for approval but due to the tight turnaround, if we do not hear from you, we will submit the certificate to PCSE after one week of sending it to you.
If you would prefer us not to submit the certificate on your behalf please send an email to email@example.com with the subject heading – ‘Opt-out of submitting pension certificate’ . If you do not opt out the certificate will be submitted.
The fee for preparing the Type 1 pension certificate is £275+VAT.
TYPE 1 – (GP Partners and Non-Clinical Partners) - RBP DO NOT ACT FOR YOU PERSONALLY
If we completed your superannuation certificate in respect of 2017/18, we will be emailing you shortly for confirmation that you wish us to complete the certificate for you again.
Due to GDPR, we have to obtain your confirmation if you would like us to complete your superannuation certificate again this year for 2018/19.
Due to the given deadlines, when you receive the email your prompt response would be appreciated.
TYPE 2 – (Salaried GP)
Every salaried GP is legally required to complete a Type 2 pension certificate form to ensure that the correct tier rate of employee’s superannuation contributions have been paid to NHS Pensions. If this certificate is not completed, your pension record will not be updated.
If you were employed as a salaried GP or a long term locum by a GP practice, APMS contractor or Local Health Board (LHB) or solely for an NHS Out of Hours provider between 1st April 2018 to 31st March 2019 then you will need to complete the Type 2 pension certificate and submit it to the PCSE team if based in England or the Local Health Board if based in Wales.
The form is not yet available on the NHS Pensions website but we are expecting it to be available soon. If you wish to complete this yourself, once it has been uploaded, it can be found at https://www.nhsbsa.nhs.uk/member-hub/information-practitioner-locum-and-non-gp (scroll down to Type 2 Medical Practitioner forms)
Alternatively, if you would like us to complete the form on your behalf, the fee will be £140+VAT.
If you moved from being a salaried GP to a partner or vice versa, we will automatically complete the Type 2 pension certificate on your behalf.
Based on feedback we have received from clients and also ongoing issues with the PCSE and missing pension certificates, we will be submitting the certificates directly to the PCSE on your behalf via their portal. We will send you your certificate for approval but due to the tight turnaround, if we do not hear from you, we will submit the certificate to the PCSE after one week of sending it to you.
To enable us to complete the certificate on your behalf, please click here to download the information request for Type 2 GPs from our website, complete and return to firstname.lastname@example.org.
If you have been a GP locum throughout the year and have not been a GP partner or salaried GP there is no requirement for you to complete and file an end of year pension certificate. However, it is really important that you still check that your pension record reflects all your pensionable locum income to ensure that the PCSE have processed your locum A and B forms correctly.