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Pension Forms

Automated creation of NHS pension forms

PennyPerfect creates your NHS pension forms ready to send. You only need to print and sign them. PennyPerfect decides which forms are required for each month based on your sessions, then does all the calculations including any AVCs or Extra Years.

You have a copy of every form you've sent, and know exactly when each form was sent and returned. With everything in one place, the pension reports can quickly tell you your pensionable income and contributions for any period.

Pensions grid

To create your monthly pension forms, click the green plus sign at the top of the Pensions page and the dialogue shown below is displayed. Pension forms need to be created on a monthly basis, but will not be created if there are no sessions that meet the criteria.

Forms A and SOLO are created for each Practice and LHB where sessions have been worked that month.

One form B is created for income received that month. The details are calculated from the Form A's returned to you from the Practices.

Create Pensions

Altering Pension Forms

If you create a form but then need to alter it, for example you get a last minute session at the end of the month, just delete it on the pensions grid and recreate it.

To ensure the figures remain consistent between forms you cannot change or delete any Form A which has been used to calculate a Form B. You must delete the Form B first, then recreate the Form A, then recreate the Form B which uses this Form A.

Overnight Sessions

If a session is overnight so its on two different months ie from 31 July to 1 August, the session will appear on the pension forms for July - all calculations are done on the start date of the session.

Recreating a Form

If you want to recreate a form for example because you have changed your personal details, just hold down the SHIFT key as you click the PDF button at the top of the grid. This recreates the selected form using the latest details, but without recalculating the values.

Pension Forms for Scotland and Northern Ireland

Pension Forms A and B are different for locums working in Scotland and Northern Ireland. To switch between the forms, go to the Pension tab on the Options screen (from the Tools menu, select Options, then on the Options screen that appears click on the Pension button at the top of the window).

Pension legislation is complex and subject to change. PennyPerfect make no claim the information represented here is correct, or that the pension calculations within the PennyPerfect software are correct.