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Ready to call time on your career? Making the right decisions now will be key to a happy and rewarding retirement...
Whether you’re looking at a phased retirement or you’re closing the work chapter altogether, there’s plenty to consider. How and when to take your personal pension? What to do with any lump sum you’re owed from the NHS Pension Scheme?
Here in the Retirement Hub, you’ll find plenty of food for thought to support conversations with your Specialist Financial Adviser from Wesleyan Financial Services.
On this page
Discover the latest at retirement insights…
Options for taking your pension
What will you do with your pension pot?
Flexi-access drawdown
See how you can take income directly from your pension as and when you need it with flexi-access drawdown.
Taking a lump sum
Ready to take your pension? Get access to your entire pot by taking all or some of your pension fund as cash lump sums.
Mixing your options
Deferring your benefits
You’re close to retirement. But how close are you to the retirement you really want?
By now, you should already have a retirement plan in place. The next step is to understand how on track you are to achieve the retirement you want and deserve. That’s where the Pension Assessment Report comes in.
There are two reports you can choose from – a basic version and a full version that provides the clearest possible picture of your retirement plan.
Manage your NHS pension
It’s always a good idea to keep tabs on your pension – even when you start to draw it. Here are some handy links to log into your local pension scheme, as well as some forms and documents you may find useful.
England and Wales
Access your NHS Pension Total Rewards Statement via the NHSBSA website.
Scotland
Access your NHS Scotland Pension Scheme, run by the SPPA.
Northern Ireland
Log in to your HSC (Health and Social Care) Pension Scheme.
Investing for retirement
In this video, Alec Collie, Head of Medical at Wesleyan Financial Services, speaks to Martin Lawrence, Director of Investments at Wesleyan Assurance Society, about the principles of investing for retirement.
Find out about the different phases of investing for retirement - and why it's not about timing the market, but time in the market...
More on investing
Thinking about how to maximise your income in retirement? Considering what to do with your pension lump sum? Here are some handy resources to help you explore your options.
Investment calculator
Got a lump sum to lock away? Want to invest monthly? Our investment calculator can show you what your potential returns might look like.
Investing in funds
Considering investing but not sure where to start? This guide takes a closer look at how they work, and how to choose a fund investment that’s right for you.
Retirement Club webinars
Throughout the year, we’ll be hosting exclusive online events for Retirement Club members, exploring key issues around retirement planning and your NHS pension.
Here you can check for upcoming live dates or watch previous sessions ‘on-demand’.