Pre-retirement
Articles and guides to help you plan ahead for retirement
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09 Jul 20245 min2024 - Q2 market commentary
After a strong quarter for stock markets, we reflect on some of the highlights and lowlights in our latest market commentary.
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25 Jun 20244 minWhat the general election might mean for you
As the UK approaches the general election, you may be starting to consider what a change of government could mean for you. Read more here.
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09 May 20243 minMedics face tough pension decisions due to McCloud remedy
According to recent data from Wesleyan, as many as 14,000 medics could face difficult pension decisions due to the McCloud remedy. Read now.
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19 Apr 202433 minPodcast - Retirement and pension planning for medics
This podcast answers some of the most asked questions around retirement and pensions for medics in 2024.
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08 Apr 20244 minThe launch of the NHS Cost Claim Back Scheme
You may have heard about the NHS Cost Claim Back Scheme, but what is it exactly and how will it affect your pension planning? Read more.
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29 Feb 20245 minChanges to the Lifetime Allowance (LTA)
The LTA will be removed from April 2024, but what are the changes and how do they affect your pension planning? Read more in this article.
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27 Feb 20244 minChanges to the NHS Pension Scheme
What are the recent changes to the NHS Pension Scheme, and how might they affect you? Find out more in this guide.
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13 Feb 20244 minThe benefits of partial retirement
Here, Specialist Financial Adviser, Karen Watson-Brown, highlights the potential benefits of taking partial retirement. Read more.
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18 Oct 20233 minWhat the McCloud remedy means for NHS Pension Scheme members
Get clued up on the latest information around the McCloud remedy to see what it means for your NHS Pension.
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21 Aug 20236 minHow to merge pension pots
Everything you need to know about pension consolidation – from how it works to the potential benefits.
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03 Jul 20233 minGive your retirement plans a check-up
Time to give your retirement plans a check-up? See what the latest pension allowance changes and retirement living costs mean for you.
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03 Jul 20233 minHow will reducing my hours affect my pension?
Pension specialist Madeleine Dowling and GP financial adviser Greg Hendricks explain how reducing your hours could affect your pension.
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20 Apr 20233 minWill becoming a locum practice manager affect my pension?
In the first of our ask the expert series, we're answering how becoming a locum practice manager could affect your pension.
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16 Aug 20228 minGuide to retirement planning for medical professionals
Are your retirement plans in good health?
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16 Aug 20226 minNHS pensions and the annual allowance
The tax implications of your NHS pension contributions.
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16 Aug 20226 minNHS pension and early retirement
How and when you can retire from the NHS.
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15 Aug 20227 minA guide to remortgaging
A new deal on your mortgage could be a big money saver. Here’s what you need to know…
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15 Aug 20224 minNHS Pension Scheme guide for practitioners
How NHS pensions are calculated for GPs and GDPs.
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15 Aug 202210 minNHS Pension Scheme guide
How the NHS pension works.
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15 Aug 20229 minInvesting for retirement
A look at how you can fund your future, and why it pays to start planning now…
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02 Aug 20224 minThe importance of income protection
Bal Thandi shares the story of Michael Liu, a qualified dentist who was left paralysed from the chest down following a spinal infection.
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