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NHS: Finance

Volume 474: debated on Wednesday 2 April 2008

To ask the Secretary of State for Health what surplus or deficit he expects (a) York NHS foundation trust, (b) North Yorkshire and York primary care trust and (c) Yorkshire and the Humber strategic health authority to have at the end of the 2007-08 financial year; and whether he expects North Yorkshire and York primary care trust to have brought its expenditure in the 2007-08 year into balance with its income. (197087)

The latest published information on year-end forecast outturn is for quarter three, 2007-08.

North Yorkshire and York primary care trust (PCT) forecasted a year-end outturn position of £19 million deficit at quarter three.

Yorkshire and the Humber strategic health authority (SHA) reported a forecast year-end outturn position of £268 million surplus at quarter three.

The Department does not collect quarterly year-end forecast outturns for foundation trusts. Monitor is due to publish quarter three financial data for foundation trusts shortly.

North Yorkshire and York PCT agreed a service modernisation and financial recovery plan with Yorkshire and the Humber SHA in April 2007 that outlined plans to return to financial balance in 2008-09 as well as the measures the PCT intends to take to achieve this.

To ask the Secretary of State for Health how funds from NHS underspends in the last five years have been re-allocated; and how he plans to allocate any underspends in the next 12 months. (197922)

Surpluses generated by national health service organisations in any year are carried forward, and are available to spend in future years. In each financial year, resource adjustments are applied at strategic health authority (SHA) level equal to the value of the net resource carry forward for the overall SHA economy. SHAs are then responsible for managing the distribution of these adjustments to their individual NHS organisations according to local priorities. From 2007-08, following a change to the resource accounting and budgeting rules, this adjustment excludes under or over spends generated by NHS trusts.

The NHS operating framework for 2008-09 states that the aggregate surplus delivered by SHAs and primary care trusts in 2007-08 will be carried forward to the next financial year.

To ask the Secretary of State for Health which NHS budgets will be amended in the years from 2008-09 to 2010-11 to take into account changes in planned expenditure in those years. (198261)

The national heath service budgets for 2008-09 are currently being finalised. The level of NHS budgets for 2009-10 and 2010-11 will be informed by decisions on the composition and growth to primary care trust allocations for these years.