LocumBook

NHS pension

Pro features

Track pensionable pay and generate GP locum Form A and Form B documents.

NHS Pension Scheme (GP locums)

If you are a GP locum in the NHS Pension Scheme, LocumBook helps you track pensionable pay per session and generate the forms you need. See our FAQ for how NHSBSA guidance is applied.

During onboarding, indicate whether you are in the NHS Pension Scheme. Full pension tracking requires Pro.

Pension tracking (Pro)

Track pensionable pay and contributions per session. View pension summaries alongside your session and invoice data.

Pension dashboard (Pro)

Open Pension dashboard from the Home screen, Analytics pension card, Settings → NHS Pension, or the Pension forms screen. It is intentionally not part of the bottom navigation.

The dashboard covers the selected NHS pension scheme year (1 April to 31 March) and brings together:

  • completed pensionable sessions and pensionable pay;
  • estimated employee and 14.38% employer contributions;
  • your selected contribution tier and a locum-only annualised tier estimate;
  • Form A, Form B and SOLO status, deadlines and payment progress;
  • pensionable sessions that have not been invoiced;
  • invoiced sessions that are not covered by Form A or SOLO;
  • returned Form As that are ready to include in Form B;
  • monthly invoice and pension-form readiness; and
  • pensionable service days and session coverage.

The annualised estimate uses recorded locum pensionable pay divided by recorded pensionable service days, multiplied by 365. Your final tier must include all relevant practitioner posts and opted-in service periods. Check it with the official NHS annualisation calculator before acting on a tier warning.

Deadlines: freelance GP locum work generally must be pensioned within 10 weeks of the work being completed. Form B and contributions are due by the 7th day of the month after the month in which payment was received. Always check current PCSE/NHS Pensions or LHB guidance.

Form A generation (Pro)

Generate invoice PDFs plus separate NHS pension Form A documents:

  1. Select sessions from the Sessions or Invoices screen.
  2. Choose Generate Form A (Pro).
  3. Review and export the PDF.

Form B

Form B can be generated from the Pension forms section based on your recorded pension data.

Pro required: NHS pension tracking, Form A, and Form B generation.