At Wesleyan Financial Services, our dental specialists can support you through the transition from dentistry to your new life after work, whatever that entails. Through one-off financial advice or ongoing support, we’re here to help you fund, plan and achieve all your retirement goals.
Planning for life after dentistry
When you’re thinking about leaving dentistry, you’ll need to build an income to fund your post-work years. From retiring early to travelling the world, we can help you meet all of your financial goals.
Your Specialist Financial Adviser can help you work out how much money you might need in retirement and help you say goodbye to dentistry when it’s right for you.
If you’re not where you want to be with your retirement fund, we can build a personalised income plan to help you get there. We can also guide you on planning alongside a partner, boosting your NHS pension benefits and selling your private practice to maximise your income.
Our advice in action
Hear from associate dentists, Julian and Fiona Keen, as they share their experience of speaking to a Specialist Financial Adviser from Wesleyan Financial Services about retirement planning – from selling a dental practice to navigating NHS pension changes.
Retire your way
Easing into retirement
If you’re not quite ready to down your tools or you’d like to start accessing your pension without reducing your income, then you might be considering an alternative route into retirement.
We can talk you through all your options - from ‘retire and return’ to partial retirement. We’ll cut through the jargon and give you practical advice to help you retire the way you want.
Retiring early
Are you thinking about leaving dentistry before your state retirement age? Taking an early retirement requires some extra planning and consideration, which is where your Specialist Financial Adviser can help.
You’ll need to make sure you can afford to retire early, as you’ll have additional years to cover. There’s also the matter of your NHS pension. Your benefits could be calculated differently depending on when you retire, so it’s important to get financial guidance on what this means for you.
Putting you in control of your NHS pension
Your NHS pension will likely play a big part in funding your post-work years. Knowing how much your pension will provide and what benefits you’re entitled to is key to getting the retirement you want and deserve.
We can:
- Break down the complexities of the scheme
- Give you clarity and control over your pension options
- Explore when you can start accessing your benefits
- Share the different ways you can collect your pension
We’ll help you transition into retirement or even a new line of work. As part of your NHS pension planning, ask your Specialist Financial Adviser about a full pension assessment report. It’ll help you see how on track you are to meet your retirement goals.
What our customers say
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Wesleyan Financial Services Specialist Financial Adviser
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Very helpful advice from a knowledgeable financial adviser
Could recent tax changes impact you?
In 2023, the Government raised the annual allowance, and announced that the lifetime allowance was to be abolished altogether. These changes could have a huge impact on your pension and retirement planning. Your Specialist Financial Adviser can help you make sense of it all.
Join the Retirement Club
When you get pension and retirement advice from Wesleyan Financial Services, you’ll get an exclusive invite to join our Retirement Club.
As a member, you’ll get private access to a range of guides and tools designed to help you transition into retirement and beyond, as well as regular updates on the financial topics that matter to you.
You might also be interested in…
A guide to retirement planning
In this guide, we take a look at some of the things you might want to consider before calling time on your career – from how much money you might need to retire to why it always pays to plan ahead.
NHS pension and early retirement
Want to stop working sooner rather than later? This guide shows you how and when you could take early retirement from the NHS – from how benefits are calculated to tax considerations.
Partial retirement
For some, stepping back from the workplace can feel daunting. For others, giving up work entirely simply isn’t financially practical. See why partial retirement is becoming the go-to choice for many.
How much do I need to retire?
Planning for life after work is an exciting prospect, but knowing how much you need for a comfortable retirement can be tricky. Learn more in this guide.
Wesleyan Financial Services partners with…
Practice Plan, DPAS and Medenta are introducer appointed representatives of Wesleyan Financial Services Limited.