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  • FIRST POST
    • MSE Megan F
    • By MSE Megan F 26th Jul 16, 10:03 PM
    • 172Posts
    • 63Thanks
    MSE Megan F
    NHS worker since 1999? Are you due 1,000s of tax back
    • #1
    • 26th Jul 16, 10:03 PM
    NHS worker since 1999? Are you due 1,000s of tax back 26th Jul 16 at 10:03 PM


    Hi all,

    We've written a new NHS tax reclaim guide and would love your feedback.

    How did you find the info? Was it useful? Do you have any other tips you'd add?

    Thanks for your help!

    MSE Faye
    Read the latest MSE News
    Flag up a news story: news@moneysavingexpert.com
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Page 5
    • coop76
    • By coop76 5th Sep 17, 3:20 PM
    • 1 Posts
    • 0 Thanks
    coop76
    Widening access claim
    I was a radiographer and went back to university of Birmingham to study medical ultrasound for 2 years. This was in 2012. My role was as a student sonographer and my clinical duties were all as a student.
    A friend told me she managed to claim this when she studied ultrasound but my Nhs trust has told me I'm not eligible. My payroll office were most rude and unhelpful! Any ideas anyone on what I do next??
    • Dazed and confused
    • By Dazed and confused 5th Sep 17, 5:13 PM
    • 1,873 Posts
    • 836 Thanks
    Dazed and confused
    Look smug when you are getting two more years worth State Pension than your friend in years to come.

    She'll be happier now but maybe less so when she realises what she might have lost in State Pension entitlement, potentially for 30-40 years of retirement!
    • Loulou70
    • By Loulou70 6th Sep 17, 5:13 PM
    • 7 Posts
    • 1 Thanks
    Loulou70
    If you employer is not supporting your claim then do your own via Hmrc especially If a colleague has completed a similar course and has had a refund.
    Have you asked for written confirmation as to why they feel you are not eligible ? I would challenge it if you feel you match the criteria determined by Hmrc for claimimg widening access training refund.
    • Ffi
    • By Ffi 7th Sep 17, 3:55 AM
    • 3 Posts
    • 0 Thanks
    Ffi
    Widening access scheme
    Can anyone help i am really frustrated with this situation and not sure where to go from here. I fit the criteria for a possible refund under the widening access scheme but despite numerous letters to hmrc to reclaim they have stated i am not eligable for NI or tax because i was employed. Yes i was employed by the NHS which is part of the criteria but i was sponsored to go to university to become a qualified nurse. The trust i work for state my finacial details were not transfered during a merger with a neighbouring trust therefore cannot request a refund on my behalf. The whole thing ids frustrating because i know people who were seconded by the same trust have been successful 😣
    • Ffi
    • By Ffi 7th Sep 17, 7:02 PM
    • 3 Posts
    • 0 Thanks
    Ffi
    Help anyone i am nt getting any response an new to this site so not sure if anyone is seeing my posts
    • 00ec25
    • By 00ec25 7th Sep 17, 8:05 PM
    • 5,384 Posts
    • 4,734 Thanks
    00ec25
    Help anyone i am nt getting any response an new to this site so not sure if anyone is seeing my posts
    Originally posted by Ffi
    your question relates to a very specific query which it appears no one on here is an "expert" in

    yes we can read the online guide, but then presumably so can you? It seems to imply that obtaining a refund if you did the course after 6 April 2013 is something that your (then) employer has to do

    for the benefit of other readers, this is what comes up via google:

    https://www.gov.uk/guidance/widening-access-training-scheme-refunds-for-nhs-trust-workers

    http://www.nhsemployers.org/news/2017/04/tax-and-ni-refunds-widening-access-training-scheme
    • Ffi
    • By Ffi 7th Sep 17, 8:21 PM
    • 3 Posts
    • 0 Thanks
    Ffi
    Hmrc refunds
    Phew thanks for the reply thought i wasnt doing this properly. I have read all the guidance an do meet the criteria but hmrc have refused any refunds because they say this was a salary just wondered if anyone had been in the same boat an if they had an idea how to progress this further because i feel this is injust I have thought about seeking legal advise but this would be costly. Feel so frustrated with it all and cannot see any threads that matches my situation
    • Ginoo1783
    • By Ginoo1783 9th Sep 17, 4:31 PM
    • 1 Posts
    • 0 Thanks
    Ginoo1783
    Trainee assistant practitioner
    I am an NHS employee and was released by the TRUST every week for 7hours to college. The contract was Trainee Assistant Practitioner under the contract name 'trainee sponsorship-fixed term'. It is a 2 years course duration and I was a full time student. On this contract I was expected to go for 7 hours to college and work for 30 hours per week. The training was a clinical/foundation degree (80% clinical practice and 20% academic).

    I have read the HMRC rules that is provided on this website and had inquire to the TRUST HR regarding this matter. They have said that I am not entitled to this claim however by looking on the HMRC rule called 'statement of practice 4/86' my case and other of my colleague who did the same course have tick off all the boxes under this category.



    My two classmates who did the same course (which are working from the different TRUST) have received their refund last month. So I am just wondering why my TRUST saying we are not entitled to it. :


    PLEASE ADVISE
    Last edited by Ginoo1783; 09-09-2017 at 4:34 PM. Reason: change title
    • butterfly72
    • By butterfly72 12th Sep 17, 4:48 PM
    • 1,194 Posts
    • 1,129 Thanks
    butterfly72
    Can anyone help i am really frustrated with this situation and not sure where to go from here. I fit the criteria for a possible refund under the widening access scheme but despite numerous letters to hmrc to reclaim they have stated i am not eligable for NI or tax because i was employed. Yes i was employed by the NHS which is part of the criteria but i was sponsored to go to university to become a qualified nurse. The trust i work for state my finacial details were not transfered during a merger with a neighbouring trust therefore cannot request a refund on my behalf. The whole thing ids frustrating because i know people who were seconded by the same trust have been successful 😣
    Originally posted by Ffi
    Something similar has happened to a friend of mine. She has contacted the university who have provided proof that she was a seconded student. Maybe try that?
    Saving towards my house deposit
    Spending on my passions - dressage & eventing
    Selling my unused stuff - 70.60 so far
    • Lisacamilla
    • By Lisacamilla 15th Sep 17, 9:17 PM
    • 1 Posts
    • 0 Thanks
    Lisacamilla
    Tax refund for full time training/ study
    Hi
    I am really confused about the HMRCs Widening access training scheme available to NHS employee... I was a Trainee Social Worker in Northern Ireland from 2006-2009 this was funded by the DHSSPS .. it was a Regional scheme and being offered a place between NHS trust and a place in the voluntary sector was a lottery . I happened to be offtend a place by a voluntary agency but a friend was offered a place with a NHS Trust. My friend has just been awarded a tax refund of approx 6000 and I have been told I not eligible because I was employed by the voluntary sector. I cannot see how this is ethical or legal so am in the process of seeking advice.. has anyone any experience of same?? Any information will be gratefully received :-))
    • Alycats
    • By Alycats 19th Sep 17, 8:49 PM
    • 1 Posts
    • 0 Thanks
    Alycats
    I completed my MSc in 2 years although the course I enrolled on was registered as a part time course. However I "apelled" 2 modules (which I completed at the same time but the year before) so my University will not give me a certificate to support my claim for tax/NI contributions refund. The first year I actually did a module over the summer break too. Do you think there is anything I can do as it appears a nightmare with many variables? I was employed the whole time as an Advanced Nurse Practitioner having one day off/ week for Uni attendance and am still in that role now.
    • Kopite2408
    • By Kopite2408 16th Oct 17, 11:24 AM
    • 1 Posts
    • 0 Thanks
    Kopite2408
    Wat scheme
    I have been told that despite myself studying from April 1999 for three years completing my nurse training I am not eligible for rebate. Can anyone give me any further advice please.
    • smanzur
    • By smanzur 17th Oct 17, 4:12 PM
    • 1 Posts
    • 0 Thanks
    smanzur
    I have now received tax and insurance back 6000 from scphn course 2010-2011 I did my own claim as trust no longer exists I applied in December 2016. I was salaried around 26.000 during the course- so well over the 15000 cut off.
    Originally posted by Loulou70
    Hi loulou

    What information did they request of you? I did a course through the pct which no longer exists.
    I wrote to them initially with two course queries and they wrote back to me saying go back to the trusts you did the course with.

    In regards to one course, I have gone back to the trust to put this claim through them. The other I have had to write back to them again and say the pct no longer exists but i have provided them with all other relevant information.

    Can you tell me what you wrote to them and how long it took?

    Its been nearly a month and still not heard anything back from them
    • Carlyth
    • By Carlyth 19th Oct 17, 12:42 PM
    • 8 Posts
    • 1 Thanks
    Carlyth
    Look smug when you are getting two more years worth State Pension than your friend in years to come.

    She'll be happier now but maybe less so when she realises what she might have lost in State Pension entitlement, potentially for 30-40 years of retirement!
    Originally posted by Dazed and confused
    This depends on your age I believe and how long you have left etc?
    • Carlyth
    • By Carlyth 19th Oct 17, 12:46 PM
    • 8 Posts
    • 1 Thanks
    Carlyth
    Something similar has happened to a friend of mine. She has contacted the university who have provided proof that she was a seconded student. Maybe try that?
    Originally posted by butterfly72
    The evidence I submitted was a letter from the trust that had seconded me .... it stated what year I started and what date I left and how much I was salaried.
    I happened to have this letter because the new trust I joined when I qualified wanted this information.
    I also included the transcript I got from university on completing my course which clearly showed my start and Finnish date and I included my Degree certificate.
    I had partial P60s for only 1 year so I included that too.
    • Carlyth
    • By Carlyth 19th Oct 17, 12:52 PM
    • 8 Posts
    • 1 Thanks
    Carlyth
    So I have now had my case resolved. I have recieved 1,665.24 in NI contributions I should never have paid and 6,200 in tax I should never have paid.
    It’s been 1 year since starting this journey and it’s finally over.
    I still have 30 years of working life left so I have added 3 years to NI contributions.... I had already 21years built up and I need to have 32 years to get state pension.... so just another 14 years instead of 11 years. Very doable considering my age.
    • Loulou70
    • By Loulou70 4th Nov 17, 1:29 PM
    • 7 Posts
    • 1 Thanks
    Loulou70
    Smanzur
    Apologies for late reply, hopefully you have got further with your claim?
    I sent them a letter stating my trust no longer existed and worded it from template on this website and Hmrc website. I included my contract as on a temp contract for the year to complete the scphn. Uni letter of acceptance, pay slips for the year and my scphn certificate. I sent info middle of December 2016 I received insurance back middle Jan 2017 and tax beggining of march 2017. i did contact the service who won the contract from the previous trust but they couldn't help me as I did the course before they took over the contract and they informed due to data protection they do not keep previous information from previous employees.
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