Partners - Retiring and New
Retiring Partners Checklist
We are often asked who needs to be notified when a Partner retires from the Practice, so we put together some useful information below.
The Adam Practice, has very kindly shared this comprehensive check list for retiring partners for you to download (which we have updated to reflect organisational changes).
Who to notify includes. .
- The Area Team
- The CCG
- The Superannuation Division
- The practice accountant
- Medical Defence Organisation
- Patients of their named GP as the retiring partner (this can be opportunistically)
- Primary Care Support England.
Retirement can take one of the following four options. . .
- Retiring from the partnership and the Medical Performers List (MPL)
- Retiring from the partnership, not taking 24 hour retirement and staying on the MPL to do non partnership work
- Taking 24 hour retirement and returning to the partnership (still on the MPL)
- Retiring from the partnership, taking 24 retirement and returning to non - partnership work (still on the MPL)
Remaining on the Performers List. . .
If remaining on the performers list account needs to be taken of the following:
- If they wish to return to work in the NHS then they are limited to 16hrs per week for a month after that date (instead of the old 24hrs). This has been amended in light of Covid - further information can be found on our pensions page
- They need agreement from partners on the terms return to the partnership (this can sometimes cause issues) e.g. hours worked, voting rights etc.
- The returning partner needs to make sure the agreement includes that they receive both elements of the superannuation payments on return (employees and employers)
- It is a contractual right under GMS
- The Area team should be consulted at the earliest opportunity and involved throughout
- They may, of course, wish to remain on the performers list in order to undertake locum work
The Performers List is now managed via PCSE online on behalf of NHSE. This process requires both practices and GPs to be signed up to PCSE Online. It is advisable for the GP to take action in informing PCSE at least. 3 months prior to the event. Problems often occur because the individual GP does not start the ball rolling earlier enough.
For CQC there is a lengthy process to follow so complete the form for an outgoing partner as soon as possible:
PCSE Guide for GPs and non-GP partners planning to retire
PCSE have worked with key stakeholders to produce a new guide (2022) for GPs and non GP Partners who are planning to retire or take 24 hour retirement.
The NHS Pension Scheme Retirement Guide for GPs and non GP partners, found here, explains the six key steps of the process NHS Pension Scheme members whose pension contributions are administered by PCSE need to follow if they wish to claim NHS Pension retirement benefits.
The guide also sets out the timeline for each of the steps in the process and includes some helpful Top Tips. We recommend that GPs and non GP Partners read the guide in full, 12 months before the date they plan to retire.
PCSE recognise that the end to end process to claim NHS Pension retirement benefits is complex and they say are committed to improving the experience for GPs and non GP Partners at this important time.
New Partners Checklist
If a new partner is joining the practice the process to add the new partner should be started as soon as possible as this can take some time as s/he will need a DBS check counter signed by CQC which can take a while so worth getting ahead on it:
It is also necessary to check that a new partner (of any type) has indemnity when joining the practice.
The Adam Practice has shared their new partner check list which you may find useful.
To find out the actions you need to take for retiring GPs in relation to their pension, information can be found on the PCSE website. It is advisable to start this process approximately 4 to 6 months before the intended retirement date to enable PCSE to process the application, and to allow enough time for NHS Pensions to make the necessary payment arrangements.
Forms need to be submitted through the PCSE online enquiries form, selecting type of enquiry as "GP Pensions".
If you have any queries regarding this and you would like to speak with PCSE their contact number is: 0333 014 2884