Pensioning your income in 3 steps
STEP 1: How to complete Pension Form A
Pension Form A certifies the work you have done at a given practice (For OOH work you complete a SOLO form).
Form A has two parts. The first part is completed by the locum and details the sessions worked and the fees earned. You should submit a Pension form A with every invoice to the practice. MyLocumManager automatically prepares the Form A from the data already in your diary. You can sign the forms electronically and email them directly to your practices with each invoice. The practice then completes their part of the form.
The practice sign and stamp the Form A to confirm to the pensions office that you have undertaken the pensionable work. They return the form back to you.
Every month you will send all your Form A’s to the pensions office with a Form B and your pension payments for that month.
Step 2: How to complete Pension Form B
Form B only needs to be completed once a month. It is a summary of all the pensionable pay that you have received from practices in that month.
It is created based on the date the work was paid, rather than when work was done.
For example, I worked at a practice in June, I got paid for this work in July, I will create a pension form B for the June work in the month of July.
It gives you a final figure of your contribution to the NHS pension scheme. MyLocumManager automatically prepares your pension form B calculations. All you should do is print it and send it on to the pensions office.
STEP 3: Sending your pension forms
At the end of each month you should collect all form A’s you have received back from your practices. Complete a Form B for that month to calculate the total pension contribution you need to send to the pensions office.
In England and Wales, this total is made up of the employee and employer contributions.
In Scotland and Northern Ireland, the form will calculate only the employee contributions.
Send all your Form A’s with the corresponding Form B together with a cheque of your pension contribution amount. In England, you can also make contribution payments via BACS.
You must send your pension forms and contribution payments within 10 weeks of the date worked or before the 7th of the next month. MyLocumManager helps you track all unpaid invoices and keep on top of all these forms effortlessly.
See how MyLocumManager can help you