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GB PMSR/PSUR Dual-Report Architecture: How to Structure Post-Market Surveillance Reports for Devices Sold in Both EU and Great Britain

Step-by-step guide to building a dual PMSR/PSUR reporting architecture that satisfies both EU MDR/IVDR and Great Britain SI 2024/1368 requirements — data-period alignment, GB-specific content, MHRA standardized format, FSCA linkage, trend reporting, record retention, and responsible-owner mapping.

Ran Chen
Ran Chen
Global MedTech Expert | 10× MedTech Global Access
2026-05-0518 min read

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.


Recommended Reading
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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 sections

Data-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

Recommended Reading
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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 requirements

FSCA 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

Recommended Reading
Global UDI Compliance 2026: Complete Deadlines Guide by Country (EU, US, Switzerland, Australia, China, Brazil, Singapore)
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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