Bite Size on Pensions

Bite Size on Pensions

About this Video

This is part of our series of ‘Bite Size’ session on Finance issues and is suitable for all PMs and other managers in the Practice.  Sally Sidaway (FCCA), Medical Director with Morris Crocker Chartered Accountant will be supported by Sue Scott, one of our PM Supporters, be supporting . This session will focus on Pensions.  As ever, it will be practical, relevant and easy to implement.


  • Estimates of pensionable profits and amendments during the year
  • Importance of Performers List updates – leavers and joiners
  • Monthly pension deductions on GMS/PMS Statement and what to look out for that might be wrong
  • Annual Pension Certificate Process
  • Unprocessed certificates for earlier years
  • Type 2 Pension certificates
  • Impact of pension balances on Partners Drawings and Tax
  • Financial impact of change of basis period on superannuation payments
  • Opt in and opt out
  • Partners AA tax charge queries and Scheme Pays Elections – my advice to PM’s
  • Leaving partners and retention of superannuation before full and final settlement – do not fall into this trap.

Don’t forget to log your learning points & reflections as part of your CPD. CQC are particularly keen to see any evidence of your learning and how you apply it.

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