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Ready to call time on dentistry? Making the right decisions now will be key to a rewarding retirement...
Whether you’re looking at a phased retirement or you’re closing the work chapter altogether, there’s plenty to consider.
From withdrawing your pension to actioning your exit strategy, here you’ll find plenty of food for thought to support conversations with your Specialist Financial Adviser from Wesleyan Financial Services
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Discover the latest at retirement insights…
Making decisions at retirement
What are the key financial planning considerations you should be thinking about when exiting dentistry?
From taxation to estate planning and attitude to risk, learn more in this video with Iain Stevenson, Head of Dental at Wesleyan Financial Services.
Options for taking your pension
If you have private pension savings in addition to your NHS pension, here are some options worth considering.
Taking a lump sum
Ready to take your pension? Get access to your entire pot by taking all or some of your pension fund as cash lump sums.
Mixing your options
Deferring your benefits
Retire your way
Not quite ready to down your tools? Here we talk through some alternative routes into retirement, cutting through the jargon to help you make an informed choice.
Taking a flexi-approach to retirement
Taking a flexible pension income
Partial retirement vs. retire and return
How close are you to the retirement you really want?
By now, you should already have a retirement plan in place. The next step is to understand how on track you are to achieve the retirement you want and deserve. This is where the Pension Assessment Report comes in.
With two reports to choose from, get a clear picture of your retirement plan now.
Selling and retiring with confidence
Are you a practice owner planning your exit from dentistry? Having the right retirement strategy in place can help maximise value and minimise stress.
Selling a dental practice
In this guide, we talk through the things you can do to ensure the sale of your business is completed as smoothly as possible – from getting an up-to-date valuation to preparing your staff.
The art of the exit
Here, Nicholas Etheridge, Dental Specialist Financial Adviser at Wesleyan Financial Services, offers a guide to planning a smooth transition into retirement for practice owners.
Investing for your retirement
Thinking about how to maximise your income during retirement? Considering what to do with your pension lump sum? Here are some handy resources to help you explore your options.
Investment calculator
Got a lump sum to lock away? Want to invest monthly? Our investment calculator can show you what your potential returns might look like.
Investing in funds
Considering investing but not sure where to start? This guide takes a closer look at how they work, and how to choose a fund investment that’s right for you.