Retirement should be relaxing, fulfilling and enjoyable...
...but putting the best plans in place can be complicated and time-consuming.
That's why it makes sense to get on the right track with a Retirement Planning review from Wesleyan Medical Sickness.
Contact your local Financial Consultant today. Alternatively,
call 0800 358 60 60 leave your details and we'll call you.
The review will assess the crucial issues whether you're:
Before Retirement
This examines the benefits provided under the NHS Pension Scheme, which includes a retirement pension, tax-free lump sum, ill health pension and lump sum. In addition, it offers dependants' pension and lump sum, and death in service benefits. The review will also examine various options available to save for retirement by supplementing the NHS Pension Scheme.
At Retirement
Get advice and help with those final year decisions, such as when to take the NHS Pension, whether to take an increased tax-free cash lump sum, what to do with outstanding debts, which investments or savings plans to use and how to provide for your surviving family.
After Retirement
A review can help in terms of maintaining income levels, assessing family needs and estate planning, even if you’re already retired.