Practice Finance & Income Streams – Superannuation

Understanding GP Practice Accounts

Cashflow Forecasting

This workshop is where practice finances and accounting systems are explained in a user-friendly, interactive way. The session will give you an overview of your accounting system and walk you through a set of Practice Accounts. It will also cover superannuation and update you on the financial changes to expect for 2026/27. The module will be delivered as an interactive web workshop with practical guidance to enable participants to map the techniques and outcomes onto their own practice.

Objective:

Participants will gain an understanding of practices finances and how to understand the accounts produced by your accountant. Good financial management should lead to reduced financial risk in the ever-changing world of general practice.

Date: 21st October

Timing: 9:30 am – 12:30 pm

£85.00 per person

After registering, you will receive a confirmation email containing payment details and joining instructions.

Register for this workshop here

SPACER

Agenda

Understanding practice accounts and update for 2026/27 covering:

  • GP Practice Accounts and what they tell us
  • Income Streams
  • Superannuation
  • Update on finance for 2026/27
Overview of your Accounting System

  • What comprises your accounting system?
  • Source records
  • Software
Financial Controls and Maximising your income streams

  • Financial Controls
  • Review of 2025/26 in readiness for your 2026 Accounts meeting
  • Contract Changes for 2026/27 and looking ahead
  • CQRS
  • Reimbursements and claims
  • Other Income Streams including PCN income
  • Tracking your Income
Superannuation

  • Estimate of Pensionable Profits Form
  • Pension Forms – Type 1 and Type 2
  • Timeline
  • Tier rates
  • Examples
Hints and Tips

  • Current issues
Understanding Accounts

  • Accounting Terminology
  • Types of Income and expenses
  • Debtors and Creditors
  • Current and capital accounts explained
  • Drawings
  • Variance analysis and Financial Benchmarking
Understanding Accounts – Activity
The Power of the Cashflow Forecast

  • Levels of complexity
  • Using Excel
  • Other options
  • Interpretation
Reflective session – Open Forum to discuss any challenges or concerns
Close

SPACER

Register for this workshop here

SPACER

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  • Duration: 3 hours

  • Location: Online

Get in touch

Contact the PMA now

If you would like more information about any of our workshops, the timings or adapting our programmes to your local needs / requirements, please call 0330 111 6459 or email enquiries@pma-uk.org

Please note that all workshops are delivered online as web workshop sessions – however, if you require face to face workshops, please get in touch and we will be happy to discuss this.

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