Find out how to use pension forms on LocumDeck to apply the new employee contribution rates being introduced in England and Wales from 1 October 2022
On 1 October 2022 the NHS pension employee contribution rate tiers changed in England and Wales. The new tiers apply to work that is carried out from 1 October 2022.
We have therefore made changes to LocumDeck to help you separate sessions worked before and after 1 October so you can pay the correct pension contributions.
What will change on LocumDeck from 1 October 2022?
LocumDeck will make sure that work done before and after 1 October 2022 gets added to the correct Locum Form A and B. This will allow you to calculate and pay the correct employee contribution rate.
How will LocumDeck help me pay the correct employee contribution rate?
Add your new employee contribution tier in Settings >> My invoice & pension info.
LocumDeck then helps you pay the correct rate by separating work before and after 1 October.
Save hours on sessional admin with LocumDeck’s automation features.
How will LocumDeck help me separate work carried out before and after 1 Oct?
Create invoices as normal. When you select sessions to add to an invoice, LocumDeck reminds you to separate invoices for work carried out before and after 1 Oct to ensure you use the correct Locum Form A.
How do I do Form B now?
When generating your Form B, start as usual by selecting the month to see invoices and Form As that have been marked as paid that month.
What’s new is that the invoices with Form As that were marked as paid that month will be separated into two lists:
- Work carried out up to 1 October 2022.
- Work carried out from 1 October 2022.
Selecting invoices from ‘Work carried out up to 1 October’ allows you to generate Form B using the 1 April to 30 Sept 2022 Form B and ensure the old employee contribution tier is applied to your pre-1 Oct work.
Selecting invoices from ‘Work carried after 1 October’ allows you to generate Form B using the new 1 Oct 2022 to 31 March 2023 Form B and ensure the new employee contribution tier is applied to your post-1 Oct work.
Examples
How to generate Form B for work carried in August and September 2022, which is paid in October
- Go to ‘Locum Form B’ page.
- Select month ‘October’ as the month you were paid.
- Look at the list for ‘Work carried out up to 1st Oct 2022’, which includes work carried out in August and September within the 10-week rule.
- Select invoices to include on your Form B.
- Generate Form B. The name of the new form in ‘Your Locum Form B Tracker’ will reference the month of the last date of work on the form.
The name of your Form B will be Sept 2022, as this is the month of the last date worked.
The UPR on your new Sept 2022 Form B will contain the month SEP, as this is the month of the last date of work included on the Form B.
GP locums’ ten most common questions about pensioning their sessional income.
How to generate Form B for work carried in August and September 2022, which is paid in September
- Go to ‘Locum Form B’ page.
- Select month ‘September’ as the month you were paid.
- Look at the list for ‘Work carried out up to 1st Oct 2022’, which includes work carried out in August and September within the 10-week rule.
- Select invoices to include on your Form B.
- Generate Form B.
The name of the new form in ‘Your Locum Form B Tracker’ will reference the month of the last date of work on the form.
In our example where you have selected work carried out in Aug and Sept 2022, the name of your Form B will be Sept 2022, as this is the month of the last date worked.
The UPR on your new Aug and Sept 2022 Form Bs will contain the month SEP, as this is the month of the last date of work included on the Form B.
Can I use this new way of doing Form B for work that was paid in September?
Yes. This method of naming your Form B and generating UPR using the month of the last date worked has been introduced at the suggestion of PCSE. You can use this method now for any of your Form Bs, including for work carried out in August or September which was paid in September. In discussions with PCSE they have indicated that this is their preferred method to make it easier for their administrators to process your pension payments. See Changes to UPR for more information on UPR changes and why this has happened.
How to files locum pensions paperwork from 1 October 2022.
Changes to UPR
Why does the Unique Payment Reference (UPR) and the named month of the Form B now refer to the month of the last date worked?
This is to comply with a new instruction on the completion notes of Form B as follows:
“Your UPR number consists of:
–Your NHS Pension Scheme (SD) reference number (8 digits)
–LOC (indicates Locum)
–MON (month worked) *
–YYYY (year)
* If your Form B contains Form As for work that spans two months, the month in the UPR should be the month of the last date worked. For example, Form 01/10/22-15/10/22 Form 03/11/22-08/11/22. The UPR for Form B would be 12345678LOCNOV2022.”
What other changes to UPR have there been in the new 1 October 2022 to 31 March 2023 pension forms?
The UPR is no longer needed on Locum Form A.
Why have there been changes to UPR?
We asked NHSBSA and PCSE about why these changes to UPR have been made.
From these discussions, NASGP believes:
- UPR is only used for payment reconciliation by PCSE.
- UPR is now only important in linking a Form B to a BACS payment reference.
- The Month used in UPR does not have any role in allocating pension payments to the actual dates worked.
- UPR has become irrelevant on Form A and is being removed. It was clarified that UPR is no longer needed to link Form B to the included Form As because this connection is made when the PCSE administrator inputs the Form A data into the PCSE record system.
Use LocumDeck to automate your paperwork and save time on sessional admin.
