End of Year Pensions Process

Date: December 5, 2024

Message from NHS England for GP Pension scheme members

PCSE Online has been a useful tool for GP Pensions scheme members and Employers to submit their ‘end of year’ pensions forms. It pre-populates any information PCSE already holds, performs calculation based on values entered and validates the forms for any missing information upon submission. Since the launch of the GP Pensions services in PCSE Online, NHS Pensions has provided PCSE with annual Type 1 and Type 2 forms and PCSE has incorporated the forms into PCSE Online, allowing GPs and their representatives to complete them directly in the online system. Unfortunately, this has not been possible this year.

Largely due to substantial changes to the 2023/24 Type 1 and Type 2 forms, that require significant system development, it has not been possible to incorporate this year’s forms into PCSE Online. To meet the 28 February 2025 deadline, GP Pension Scheme Members and their representatives are advised to submit their 2023/24 Type 1 and Type 2 forms via PCSE Contact Us. PCSE has provided guidance below.

Any Type 1 and Type 2 forms from previous years, that you have not completed, can be submitted using PCSE Online as normal.

NHS Pensions, NHS England and PCSE are working together on a plan for the 2024/25 forms to ensure they will be available on PCSE Online in good time for the 2026 submission deadline.

Guidance from PCSE for submitting 2023/24 pensions forms

NHS Pensions has now published the following pensions forms and the associated guidance:

The relevant form(s) must be completed by GP Pension Scheme Members who have undertaken pensionable work, between 01 April 2023 and 31 March 2024, and should be submitted to PCSE from 9 December 2024 and no later than 28 February 2025.

To meet the 28 February 2025 deadline, GP Pension Scheme Members and their representatives are advised to submit their 2023/24 Type 1 and Type 2 forms following the steps below:

1) Download the appropriate 2023/24 form and guidance from the NHS Pensions website: NHS Pensions Member Hub
2) Complete the form, following the NHS Pensions guidance
3) Submit the form on the PCSE Website: PCSE Contact Us by 28 Feb 2025
4) You will receive a case reference when PCSE has received your form
5) PCSE will contact you when your form(s) has been successfully reconciled, or let you know if we need further information

PCSE will aim to process all complete and accurate Pension forms, received by the 28 February deadline, in time for the June cut-off for NHS Pensions to update your record. You could be contacted at any time up to this date to advise that your form has been successfully reconciled, or to request additional information.

_________________________________________________________________________________________________________________________________________________________

Primary Care Support England (PCSE) have provided updates about the 2022/23 end of year pensions process. NHS Pensions will shortly be publishing the 2022/23 Type 1 Annual Assessment of Pensionable Profit and Type 2 Medical Practitioner Self- Assessment forms, along with guidance notes here.

New submission deadline

NHS Pensions have extended the deadline for Pension Scheme Members to submit their 2022/23 end of year pension forms. The new deadline for submission of the 2022/23 Type 1 and Type 2 certificates is now 31 March 2024.

Get it right first time with PCSE Online

PCSE are currently working on system updates to allow you to submit your 2022/23 Type 1 and Type 2 certificates on PCSE Online. The 2022/23 forms will be available for completion on PCSE Online from Monday 12 February 2024.

Save time and effort by completing your certificate with PCSE Online:

your details, including contributions already paid in 2022/23, will be automatically populated
your submission is validated in real time, and any missing mandatory information is highlighted

If you are unable to use PCSE Online, you can download the relevant form from the NHS Pensions website, complete it and submit to PCSE via our Contact Us form here.

Help with submitting on PCSE Online

To support Pension Scheme Members and their advisors in using PCSE Online, PCSE are hosting a number of webinars, in collaboration with NHS Pensions and the BMA. These sessions will cover how to submit Type 1 Annual Certificates and Type 2 Self Assessments.

They have rescheduled dates for the webinars in line with the deadline extension:

Type 1 Annual Certificates – Tuesday 30 January 6.00 – 7.30pm
Type 2 Self Assessment forms – Wednesday 31 January 6.00 – 7.30pm
Type 1 Annual Certificates – Tuesday 20 February 6.00 – 7.30pm
Type 2 Self Assessment forms – Wednesday 21 February 6.00 – 7.30pm
Type 2 Self Assessment forms – Tuesday 19 March 6.00 – 7.30pm

If you are using an accountant or advisor to prepare your certificate, download a copy of your 2022/23 Employee Contributions Statement from PCSE Online and share it with them as soon as possible. There is still time to register for the webinars. Click on this link, enter your email address and select a webinar. PCSE will then send you a confirmation email with the link to join.

If you previously registered for one of our webinars, please ensure that you register for the relevant new date, as your registration will not be transferred. PCSE will confirm when the Type 1 certificates and Type 2 forms are available to complete in PCSE Online and provide links to updated guidance on submitting end of year forms.