When it comes to planning for your future, it's not only important that you understand all the options and income sources available to you, but also that you get the right support. A Specialist Financial Adviser from Wesleyan Financial Services can help you to fully understand the NHS Pension Scheme.
Are you still confused by the NHS Pension Scheme?
In 2015, the NHS made some significant changes to the NHS Pension Scheme. Understanding the scheme and how it affects you when you retire will depend on when you joined the scheme. That's why its important to plan ahead.
Our Specialist Financial Advisers focus specifically on the financial requirements of medical and dental professionals, and can support you in understanding the NHS Pension Scheme and any other questions you may have regarding your finances.
Our advisers can discuss topics such as:
- The tapered annual allowance
- Your NHS pension lump sum
- Retire and return
- Flexible retirement
- Early retirement
What our customers say...
Adviser satisfaction
94% of customers rate their Specialist Financial Adviser as very good or excellent
Specialist expertise
94% of customers agree that their Specialist Financial Adviser demonstrates knowledge of their profession
Feeling valued
94% of customers agree that Wesleyan Financial Services makes them feel valued as a customer
Frequently asked questions
Your adviser will explain any charges as part of an initial conversation. This conversation is at no charge, and allows you to agree the areas in which you would like our help and advice.
You will only be charged once you have agreed the services you wish to receive from us, and the associated costs.
To make the most of your time with your Specialist Financial Adviser, it can be handy to gather any information or documents relating to your finances. This can help to give your Specialist Financial Adviser an understanding of your assets and liabilities.
You may also be asked to complete a Financial Outline. This enables your Adviser to tailor your appointment to you, your circumstances and your future goals. If you don't complete it beforehand, you’ll need to do so as part of your appointment.
An initial meeting with a Specialist Financial Adviser will typically last around one hour, though it does depend on the complexity of your circumstances. Often the Specialist Financial Adviser may arrange a second meeting with you to present any recommendations.
Book now
Fill out the form below and we'll contact you to arrange your appointment with a Specialist Financial Adviser from Wesleyan Financial Services.