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Pension Calculations

Which sessions appear on which pension forms

Pension Forms are completed every month as follows;

Forms A, C, and SOLO are completed for work done that month, and are sent to each practice.
Forms B and D are completed for the income received that month, and are sent to your local HA.

Pension Form A

The Form A is a summary of the work done at one practice that month (NHS Normal sessions).
One Form A is required for each practice, each month, where you have done normal NHS sessions i.e. not OOH.

Pension Form B

The Form B is a summary of income received that month for NHS Normal sessions.
One Form B is required each month for all the Form A's received back from the practices that month. A Form B is only created for a month if their are Form A's that have their 'Rcvd From Practice' date set to that month.

Pension Forms C

The Form C is a summary of the work done at one practice that month (NHS OOH Deputising sessions).
One Form C is required for each practice, each month, where you have done NHS OOH Deputising sessions.

Pension Forms D

The Form D is a summary of income received that month for OOH Deputising sessions.
One Form D is required each month for all the Form C's received back from the practices that month. A Form D is only created for a month if their are Form C's that have their 'Rcvd From Practice' date set to that month.

Pension Form SOLO

One Form SOLO is required for each practice, each month, where you have done NHS OOH Standard sessions. Form SOLOs are sent by the practice direct to the employing authority, they are not returned to you.

Previous Calculation Method

Prior to version 3.2.0 calculations for Forms B and D were different so the forms were created for the month the work was done, not when the income was received. The transition from this method to 3.2.0 is described here.

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.