Plan for a brighter financial future
From identifying your goals to achieving your post-work aspirations, we are here to help you at every stage. Once your retirement plan is in motion, your Specialist Financial Adviser will remain on hand to offer expert guidance and ongoing support throughout your career, as and when you need it.
So, whether you’re looking to get started with your retirement plans or check that there'll be enough in the pot to realise your post-work goals, your local Specialist Financial Adviser is here to help.
What’s important to you?
Your Specialist Financial Adviser will work with you to understand what’s important to you and your loved ones. From this, they will help you to make informed decisions that are aligned to the things you’d like to achieve, including:
- Understanding how to make the most of your pension benefits
- Knowing how much money you’ll need to fund your dream retirement
- Working for leisure, and phased or early retirement options
- How to formalise your wishes through estate planning.
The Financial Conduct Authority does not regulate Inheritance Tax Planning and Trusts.
Are you aware of our Retirement Club?
To support you throughout your retirement journey, we’ve created the Retirement Club. It's exclusive to medical professionals, built on our specialist knowledge of the NHS Pension Scheme and retirement planning.
As a member, you’ll get access to advice and online support to help you make better decisions about your future. You also receive regular communications to help keep you up to date on all things retirement.
When you have a retirement planning review, you’ll get a free invite to join the Retirement Club.
If you’re interested in signing up, please tick the relevant box when you complete the booking form for your financial review.