With significant changes announced to pension allowances in the Spring Budget, are you confident your retirement plans are still as effective now? As an expert in doctors’ career and financial planning needs, your local Specialist Financial Adviser from Wesleyan Financial Services can ensure your plans reflect recent changes and are working as hard as they should be.

Recent changes could affect your post-work plans

From the pension annual allowance increasing to £60,000, to the removal of the lifetime allowance charge, a lot has changed. This is likely to affect your pension savings, which will impact your retirement income and the lifestyle you’re able to lead.

These changes could mean you have more planning options

With expertise in doctors’ career paths and the financial decisions you’ll be faced with, your Specialist Financial Adviser is here to make sure that you understand all your retirement planning options. These include those available to you since the changes came into effect.

From there, they will make sure that your retirement plans are up to date and fully aligned to your immediate and future goals.

Once your plan has been updated, your Financial Adviser will remain on hand to offer ongoing advice, support and guidance about the things that matter to you most, such as financial peace of mind at every stage in your retirement.

Ready to secure your retirement plans?

Whether you’re looking to review your existing plans in light of the Spring Budget changes, or create a tailored retirement plan from scratch, we are here to help.

Book your retirement review