GB PMSR/PSUR Dual Reporting for EU and UK Medical Devices
Structure PMSR and PSUR reports for devices sold in the EU and Great Britain, covering data periods, MHRA format, GB content, FSCA links, and retention.
What This Article Covers / Does Not Cover
This article covers one operational challenge: how to structure your Periodic Safety Update Reports (PSURs) and Post-Market Surveillance Reports (PMSRs) so that a single reporting process satisfies both EU MDR/IVDR requirements and Great Britain's new PMS requirements under SI 2024/1368 (effective 16 June 2025). It provides a side-by-side comparison of both regimes, a unified report template, data-period alignment strategy, GB-specific content sections, and the practical workflow for dual submission.
This article does not cover the fundamentals of PMS planning, PSUR writing methodology, or EU MDR PMS requirements in isolation. For the broader PMS framework, see Post-Market Surveillance Guide. For PSUR writing, see PSUR Periodic Safety Update Report Guide. For UK regulatory requirements, see UK MHRA UKCA Regulation Guide.
Regulatory Background
Great Britain: SI 2024/1368
The UK's Medical Devices (Post-market Surveillance Requirements) (Amendment) (Great Britain) Regulations 2024 (SI 2024 No. 1368) came into force on 16 June 2025. It inserts a new Part 4A into the UK Medical Devices Regulations 2002, establishing PMS obligations for all devices placed on the market or put into service in Great Britain — including CE-marked devices certified under EU MDR/IVDR.
Key Differences: EU MDR vs GB SI 2024/1368
| Dimension | EU MDR/IVDR (Articles 84–86, Annex III) | GB SI 2024/1368 (Part 4A) | Practical Implication |
|---|---|---|---|
| Geographic scope | EU/EEA market | Great Britain (England, Scotland, Wales) | Northern Ireland follows EU rules; GB requires separate compliance |
| PMSR update frequency — Class I / Class A-B IVD | "Updated when necessary" | Every 3 years | GB imposes a fixed cadence for low-risk devices |
| PSUR update frequency — Class IIa | Every 2 years | Every 2 years | Aligned |
| PSUR update frequency — Class IIb, III, AIMD / Class C-D IVD | Every year | Every year | Aligned |
| Record retention | Lifetime of device + period defined in PMS plan | 15 years (implantable) or 10 years (other) from end of PMS period | GB retention period is explicit; EU is plan-defined |
| Incident definition | Defined in MDR Art. 2(64) | Expanded definition including malfunction, deterioration, incorrect use, inadequate labeling | GB is broader |
| Expected side-effect exclusion | Excludes expected and documented side-effects | No such exclusion | GB requires reporting of expected side-effects if they reach incident threshold |
| Trend reporting | Statistically significant increase in frequency/severity | Significant adverse impact on risk analysis | GB threshold focuses on risk-analysis impact rather than statistical significance |
| PSUR bundling | Per device or device category | Per category/group only if same CER/PER and devices are similar | GB bundling criteria are more restrictive |
| Patient/public engagement | Not explicitly required | PMS plan must consider user experience through patient and public engagement | GB adds qualitative data source |
| MHRA reporting portal | EUDAMED (EU) | MORE (Manufacturer's On-Line Reporting Environment) | Separate submission channels |
| PSUR submission to AB | Available to NB upon request | Must be submitted directly to Approved Body | GB is proactive, not reactive |
| Standardized format | No mandated template | MHRA published standardized PSUR and PMSR templates (June/September 2025) | GB requires specific format |
Dual-Report Architecture: Three Options
Option Comparison
| Option | Description | Pros | Cons | Recommended When |
|---|---|---|---|---|
| A: Unified PSUR with GB Annex | Single PSUR document structured to satisfy both EU MDR and GB requirements, with a GB-specific annex | Single maintenance effort; consistent data; AB/NB review in one document | Must carefully address all GB-specific requirements; annex may be lengthy | Device sold in both EU and GB with same risk class; manufacturer has unified PMS system |
| B: Separate PSURs from shared data | EU PSUR and GB PSUR are separate documents drawing from the same PMS database | Clean separation; each optimized for its audience | Double the document production effort; risk of data inconsistencies | Regulatory strategy requires distinct documents; different NB and AB |
| C: EU PSUR + GB PMSR (where device is lower risk in one market) | EU requires PSUR; GB only requires PMSR (or vice versa) | Reduced burden for lower-risk market | Must still verify GB content meets all SI 2024/1368 requirements | Device has different classification in EU vs. GB |
Recommendation
For most manufacturers, Option A (Unified PSUR with GB Annex) is the most efficient. BSI, the largest UK Approved Body, has confirmed that clients should upload a single PSUR that meets both regulations to the BSI Client Portal, using a cover page to identify which regulations, devices, and data periods are covered.
Unified PSUR Template (Option A)
Report Structure
| Section | EU MDR Content | GB SI 2024/1368 Additional Content | Owner |
|---|---|---|---|
| Cover Page | Basic UDI-DI, device name, classification, manufacturer, data collection period, PSUR version | Add: applicable regulations (state both MDR/IVDR and SI 2024/1368); certificate numbers (NB + AB); whether UKCA, CE, or both | Regulatory Affairs |
| Executive Summary | Benefit-risk overview, key findings, conclusions | Add: GB-specific benefit-risk summary; GB market status; summary of GB-specific actions taken | Medical / RA |
| Device Description | Device identification, intended use, classification, accessories | Add: GB classification if different from EU; UKCA mark status; UK Responsible Person details | RA |
| Volume of Sales / Exposure Data | EU/EEA sales data, estimated user population | Add: GB sales data broken down by GB and NI; worldwide data for comparison per regulation 44ZM | Commercial / QA |
| Serious Incidents | Per EU vigilance requirements | Add: GB serious incidents using IMDRF AET codes; investigation conclusion codes per MHRA format; MORE portal reference numbers | Vigilance / QA |
| Expected Side Effects | Excluded from EU PSUR | Required in GB section: report serious incidents related to side effects using IMDRF AET Annex F codes; investigation conclusion codes per MHRA template | Vigilance / Medical |
| Trend Reporting | Statistically significant increases | Add: GB trends assessed against risk analysis impact; pre-determined thresholds; MHRA notification status | Vigilance / RA |
| FSCA Summary | EU FSCAs with dates and scope | Add: GB-specific FSCAs with MORE portal reference numbers; FSN final dates; regions impacted; linkage to prior PSURs | Vigilance / RA |
| PMCF / Clinical Data | PMCF findings, literature review, CER updates | Add: GB-specific clinical data if available; patient/public engagement findings per regulation 44ZF(3)(v) | Clinical / RA |
| Risk Management Update | Updated risk-benefit assessment per ISO 14971 | Add: GB-specific residual risk assessment; impact on UK risk analysis | Risk Mgmt |
| Corrective and Preventive Actions | CAPA summary | Add: GB-specific CAPAs; MHRA notification records | QA |
| Technical Documentation Updates | Changes to IFU, labeling, design | Add: UKCA labeling changes; UK RP notification records | RA |
| Conclusions | Overall benefit-risk conclusion | Add: Separate GB benefit-risk conclusion; statement on continued GB market placement | Medical / RA |
| GB Annex (if applicable) | N/A | Detailed GB data tables per MHRA standardized format; GB/NI sales breakdown; patient engagement findings; MHRA-specific IMDRF coding | RA |
Data-Period Alignment Strategy
Challenge
EU PSURs are updated on a rolling basis from the date the device is placed on the EU market. GB PSURs are due within 1 year (Class IIb/III) or 2 years (Class IIa) of the device being placed on the GB market after 16 June 2025 — or within the same period from 16 June 2025 for devices already on the market.
Alignment Decision Tree
Q1: Was the device first placed on the EU market
before 16 June 2025?
├── YES → Q2
└── NO (launched after 16 June 2025) → Q3
Q2: Was the device already registered with MHRA
and sold in GB before 16 June 2025?
├── YES → GB PSUR data period starts 16 June 2025
│ (saving provision in SI 2024/1368)
│ Align EU data period to include this date
│ if possible
└── NO → GB PSUR data period starts from GB placement date
Q3: Launch dates in EU and GB are close together?
├── YES → Use a single data period covering both markets
└── NO → Overlapping data periods; extract GB data
from shared PMS database for GB-specific sectionsData-Period Alignment Table
| Scenario | EU Data Period | GB Data Period | Strategy |
|---|---|---|---|
| Device on EU market 2022, on GB market 2022 | Per MDR schedule (e.g., annual) | Starts 16 June 2025; first GB PSUR due by 16 June 2026 (Class IIb/III) or 16 June 2027 (Class IIa) | Time the next EU PSUR to cover the GB period; include GB data as a subset |
| Device launched in both markets simultaneously in 2026 | From launch date | From launch date | Single data period; one unified PSUR |
| Device on EU market only, GB launch planned 2027 | From EU launch | From GB launch (2027) | EU PSUR covers EU data; first GB PSUR triggered at GB launch |
| Device discontinued in EU, still sold in GB | Last EU PSUR covers EU data | GB PSUR continues per SI schedule | GB-only PSUR going forward |
GB-Specific Content Requirements in Detail
1. Sales/Exposure Data Breakdown
Per MHRA PSUR standardized format (June 2025):
| Data Element | EU Section | GB Addition |
|---|---|---|
| Cumulative units sold (EU) | Required | N/A |
| Cumulative units sold (GB) | N/A | Required — broken down by GB and NI |
| Cumulative units sold (Worldwide) | Optional | Required per regulation 44ZM |
| Estimated user population (GB) | N/A | Recommended |
2. Incident Coding
GB requires IMDRF Adverse Event Terminology (AET) coding:
| Code System | Application | Example |
|---|---|---|
| IMDRF AET Annex D | Investigation conclusion codes | "Malfunction of device" → code 1101 |
| IMDRF AET Annex F | Health effects/health impact codes | "Infection" → code 0400 |
| MHRA MORE portal | Incident reference numbers | Include in FSCA summary table |
3. Patient and Public Engagement
SI 2024/1368 regulation 44ZF(3)(v) requires the PMS plan to consider user experience through patient and public engagement "if appropriate." Document:
| Evidence Source | How to Document in PSUR |
|---|---|
| Patient complaint analysis | Summarize themes from GB-specific patient complaints |
| User feedback surveys | Include GB survey results with response rates |
| Patient advocacy group engagement | Document any structured engagement sessions |
| Social media monitoring | Summarize GB-specific user feedback from public channels |
| Healthcare professional feedback | Include GB HCP feedback from training or support interactions |
4. Record Retention
| Record Type | EU Retention | GB Retention | Practical Rule |
|---|---|---|---|
| PMS data and results | Lifetime of device (per PMS plan) | 15 years (implantable) or 10 years (other) from end of PMS period | Follow the longer period; 15 years for implantables, 10 years for others |
| PSUR | Lifetime of device (per PMS plan) | Same as above | Same |
| Vigilance reports | Per national requirements | Same as above | Same |
| Trend reports | Per PMS plan | Same as above | Same |
FSCA Linkage Across Both Regimes
FSCA Dual-Notification Workflow
FSCA Identified
│
├── EU Notification
│ ├── Notify NB via EUDAMED (if applicable)
│ ├── Submit FSN to national competent authorities
│ └── Document in EU PSUR
│
├── GB Notification
│ ├── Submit FSN to MHRA via MORE portal
│ ├── Use MHRA FSN template
│ ├── Report to UK Responsible Person
│ └── Document in GB PSUR section
│
└── Cross-Reference
├── Link FSCA reference numbers (EU + GB)
├── Confirm scope alignment (same devices affected?)
└── Ensure corrective action timeline meets
both EU and GB requirementsFSCA Summary Table for Dual PSUR
| FSCA Reference (EU) | FSCA Reference (GB/MORE) | Device(s) Affected | Date Reported (EU) | Date Reported (GB) | Reason | Regions | Status | Linked to Prior PSUR? |
|---|---|---|---|---|---|---|---|---|
| FSCA-2025-001 | MIR-GB-2025-0045 | Model X, UDI-DI 12345 | 2025-03-15 | 2025-03-16 | Needle guard failure | EU + GB | Closed | No |
| FSCA-2025-002 | MIR-GB-2025-0067 | Model Y, UDI-DI 67890 | 2025-07-01 | 2025-07-02 | Labeling error | EU + GB | Open | Yes (PSUR 2024) |
Practical Workflow: Building the Dual PSUR
Step-by-Step Process
| Step | Activity | Owner | Timeline | Output |
|---|---|---|---|---|
| 1 | Confirm data period covers both EU and GB requirements | RA | T-60 days | Agreed data period |
| 2 | Extract EU PMS data from PMS database | QA / Vigilance | T-50 days | EU data package |
| 3 | Extract GB PMS data (GB/NI sales, GB incidents via MORE, GB FSCAs) | QA / Vigilance | T-50 days | GB data package |
| 4 | Code GB incidents using IMDRF AET Annex D and F | Vigilance | T-45 days | Coded GB incident tables |
| 5 | Document patient/public engagement findings (GB) | Clinical / RA | T-40 days | GB engagement summary |
| 6 | Compile unified PSUR using shared template | RA | T-30 days | Draft PSUR |
| 7 | Internal review (medical, QA, legal) | Cross-functional | T-20 days | Reviewed PSUR |
| 8 | Upload to NB portal (EU) and AB portal (GB) | RA | T-10 days | Submitted PSUR |
| 9 | Submit to MHRA upon request (GB) | RA | As requested | MHRA submission |
| 10 | File in PMS archive with dual-regulation index | QA | T-0 | Archived PSUR |
Common Failure Modes and How to Remediate
| Failure Mode | Root Cause | How to Remediate |
|---|---|---|
| GB sales data not available | GB sales not tracked separately from EU | Implement GB-specific sales tracking in ERP/logistics system; require UK RP to provide market data |
| GB incidents not coded with IMDRF AET | Vigilance team used EU coding only | Train vigilance staff on IMDRF AET; add MHRA coding requirements to vigilance SOP |
| Patient/public engagement missing from GB section | No GB-specific user feedback collected | Add GB patient feedback collection to PMS plan; include in complaint analysis SOP |
| PSUR cover page does not identify both regulations | Template only referenced EU MDR | Update PSUR template to include regulation 44ZM reference and AB certificate numbers |
| FSCA dates misaligned between EU and GB | EU and GB notifications submitted at different times | Align FSCA notification timelines; submit to MHRA within same 24-hour window as EU |
| Record retention period too short | Company used EU plan-defined period which was shorter than GB 10/15 year requirement | Set global retention policy to minimum 15 years for implantables, 10 years for others |
| Trend reporting threshold mismatch | EU statistical threshold applied to GB data | Define separate GB trend threshold based on "significant adverse impact on risk analysis" language |
| PSUR bundling not permitted under GB rules | EU PSUR bundled by device family; GB requires same CER/PER | Verify bundling criteria meet GB requirements; split GB PSUR if necessary |
| UK Responsible Person not copied on PSUR submission | RA submitted only to AB | Add UK RP to PSUR distribution list; update submission SOP |
| GB/NI data not broken out from worldwide data | Sales data aggregated at global level | Work with commercial ops to provide GB/NI-specific data extraction |
What Goes in the File
Document Index for Dual PMS System
| Document | Owner | Location | Cross-Links |
|---|---|---|---|
| PMS Plan (EU) | RA | EU Technical Documentation, Annex III | PMS Plan (GB) |
| PMS Plan (GB) | RA | GB Technical Documentation, SI 2024/1368 | PMS Plan (EU) |
| Unified PSUR | RA | NB Portal + AB Portal + MHRA (on request) | PMS Plans, CER, Risk File |
| PMSR (Class I/A-B IVD) | RA | GB: submitted per SI schedule | PMS Plan (GB) |
| Vigilance SOP (dual regime) | QA | QMS | MORE portal guide, EUDAMED guide |
| Trend Reporting Procedure | Vigilance | QMS | Risk Management File |
| FSCA Register (dual) | Vigilance | QMS | PSUR, CAPA log |
| IMDRF AET Code Reference | Vigilance | QMS Reference Library | PSUR coding |
| Patient Engagement Records (GB) | Clinical / RA | PMS Data Archive | GB PSUR section |
| Record Retention Schedule | QA | QMS | SI 2024/1368, EU MDR |
RACI for Dual PSUR Production
| Activity | R | A | C | I |
|---|---|---|---|---|
| Data period alignment | RA Manager | RA Director | NB, AB | PM, QA |
| EU data extraction | Vigilance Lead | QA Manager | Sales, Clinical | RA |
| GB data extraction | Vigilance Lead | QA Manager | UK RP, Sales | RA |
| IMDRF coding (GB) | Vigilance Analyst | Vigilance Lead | RA | QA |
| Patient engagement (GB) | Clinical Affairs | RA Manager | UK RP | QA |
| Unified PSUR authoring | RA | RA Manager | Medical, Legal | PM |
| Internal review | Medical / QA / Legal | RA Manager | — | Executive |
| Upload to NB portal | RA | RA Manager | — | PM |
| Upload to AB portal | RA | RA Manager | UK RP | PM |
| Submit to MHRA (on request) | RA | RA Manager | UK RP | Legal |
| Archive and retention | QA | QA Manager | RA | — |
Key Regulatory References
| Reference | Relevance |
|---|---|
| SI 2024 No. 1368 — The Medical Devices (Post-market Surveillance Requirements) (Amendment) (Great Britain) Regulations 2024 | Primary GB legislation establishing PMS obligations |
| MHRA, Medical Devices: Standardised Format for Periodic Safety Update Report (PSUR) (June 2025) | GB PSUR template and format requirements |
| MHRA, Medical Devices: Standardised Format for Post Market Surveillance Report (PMSR) (September 2025) | GB PMSR template for Class I / Class A-B IVD devices |
| EU MDR 2017/745, Articles 84–86, Annex III | EU PMS, PSUR, and PMSR requirements |
| EU IVDR 2017/746, Articles 78–80, Annex III | EU IVD-specific PMS requirements |
| MHRA, Effective Field Safety Notices: Guidance for Manufacturers | FSN format and content expectations for GB |
| MHRA MORE Portal User Guide (Version 3) | Electronic submission of vigilance reports to MHRA |
| PD CEN ISO/TR 20416:2020 | PMS guidance referenced in MHRA PMS guidance |
| IMDRF Adverse Event Terminology (AET) | Incident coding required in GB PSUR tables |
Pre-Submission Checklist: Dual PSUR Review
Data period covers both EU and GB requirements (check GB saving provisions for devices on market before 16 June 2025)
Cover page identifies both MDR/IVDR and SI 2024/1368 as applicable regulations
NB certificate numbers and AB certificate numbers listed on cover page
Sales data broken down into EU, GB, NI, and worldwide per MHRA template
GB serious incidents coded with IMDRF AET Annex D and F codes
Expected side-effects are included in GB section (no exclusion per GB rules)
Trend reporting assessed against GB "significant adverse impact on risk analysis" threshold
FSCA table includes both EU and GB/MORE reference numbers
Patient/public engagement findings documented in GB section
GB retention period (10 or 15 years) confirmed and documented
PSUR bundling criteria verified for GB (same CER/PER, similar devices)
UK Responsible Person identified and copied on submission
PSUR uploaded to both NB portal and AB portal
Record ready for MHRA submission upon request
IMDRF coding verified against MHRA standardized format examples
Internal review completed by medical, QA, and legal