Skip to content

Customer Relationship Centre:0800 092 1990

Monday to Friday 8.30am - 6.30pm
Saturday 9.00am - 2.00pm

Request a call back

WESLEYAN - Financial care since 1841

'Lunch and Learn' Financial Planning Presentations

Earn FREE verifiable CPD without losing clinical time

Our 'Lunch and Learn' financial planning sessions can help you to address key financial needs whilst supporting your compulsory CPD requirements.

Your local Financial Consultant would be pleased to arrange a free presentation at your practice and we’ll also provide sandwiches and refreshments.

Each presentation provides one hour of verifiable CPD and you can select from a number of subjects including:

Presentations:

 Subject  Audience
 Lifetime financial planning  Dentists and practice staff
 Protecting your self-employed
 status
 Associates
 Introduction to pensions  All practice staff and Foundation Dentists
 NHS Pension Choice  Members who joined the NHS Pension
 Scheme before 1 April 2008
 NHS Pension Scheme
 (2008 Section)
 Members who joined the NHS Pension
 Scheme on or after 1 April 2008
 Pension changes  Associates, Partners and Principals

Your Financial Consultant will be available to answer your questions afterwards and CPD certificates will be provided for your records.

To request a free lunch and learn presentation, please contact us by entering your postcode in the box to the right and we’ll get in touch to make all the arrangements.

Find Your Financial Consultant

Financial Consultant Form

More information about FCs

© 2012 Wesleyan Assurance Society