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    Retirement Club insights

    Articles and guides to help you at each stage of retirement

    At retirement Pre-retirement In retirement Medics Financial planning Investments NHS Pension Scheme Pensions Dentists Retirement

    Blogs News Podcasts Videos
    15 May 2025 3 min

    Portfolio careers and retirement

    Did you know a portfolio career could affect your retirement planning? Here's how your post-work life could be affected by having multiple roles.

    Retirement Pensions Pre-retirement
    13 March 2025 6 min

    Understanding the LSA and LSDBA

    When the Lifetime Allowance (LTA) was abolished in April 2024, two new allowances were introduced – the LSA and the LSDBA. Here we look at what they are and when they apply.

    Retirement Pre-retirement NHS Pension Scheme
    Professional woman in home office using phone
    13 March 2025 4 min

    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.

    Retirement At retirement Dentists
    24 February 2025 7 min

    NHS pension vs. private pension – how do they compare?

    How do you decide whether paying into the NHS pension or paying into a different pension is going to be better for providing a retirement income? Read more now.

    Retirement Pensions Pre-retirement NHS Pension Scheme
    Woman looks out at view with a viewing scope
    17 February 2025 9 min

    Ways to reduce your inheritance tax bill

    How can you reduce the amount of inheritance tax you pay when you die? From making a will to spousal exemptions, we share ways to help you leave more to your loved ones.

    Financial planning In retirement
    11 February 2025 4 min

    How GP partners can tackle National Insurance cost hikes

    Specialist Financial Adviser from Wesleyan Financial Services, Greg Hendricks, breaks down what the changes in National Insurance will mean for GP practices.

    Medics Financial planning Pre-retirement
    Young female doctor with phone
    04 February 2025 7 min

    A 2025 financial checklist for GPs

    Greg Hendricks, Specialist Financial Adviser at Wesleyan Financial Services, explores key factors that should be on GPs’ 2025 financial planning checklist.

    Medics Financial planning Pre-retirement
    Mature couple cooking together in modern kitchen
    22 January 2025 5 min

    Mixing your pension options

    Here we share the bespoke ways you can choose to take your pension - from lump sums to annuities. We also compare pension options, helping you to choose what's right for you.

    Pensions At retirement
    Young couple walking together holding hands
    17 January 2025 9 min

    Investing for retirement

    However far away retirement might be for you, it’s never too early to start thinking about how you’re going to fund it. In this guide, we share everything you need to know about investing for your future.

    Financial planning Pre-retirement Investments
    Mature couple looking out over a river
    17 January 2025 5 min

    Guide to inheritance tax planning

    With lots of rules, exceptions and reliefs, inheritance tax can get quite complicated - but it doesn't have to be. Find out more in this guide, including what you need to know about the nil-rate band.

    Financial planning In retirement Investments
    Mature woman stood with tree
    13 January 2025 2 min

    Deferring your pension benefits

    Deferring your pension benefits isn’t always as straightforward as it sounds, and it’s important to check any conditions with your pension provider before making any decisions. Read more.

    Pensions At retirement
    Retired couple look on at family walking together
    02 January 2025 8 min

    A guide to annuities

    An annuity, or guaranteed pension income, is one of the ways you can use your pension pot to fund your retirement - but it's important to do your research. Read more in this guide.

    Financial planning Pensions At retirement Investments
    Woman at desk with computer looking at papers
    09 December 2024 5 min

    What are McCloud Remediable Pension Savings Statements?

    Madeleine Dowling, Technical Team Lead at Wesleyan, explains the background to the McCloud remedy, what the RPSS are, and what recipients of them should be doing now.

    Medics Pensions Pre-retirement NHS Pension Scheme
    Mature man in chair looking through window at younger woman looking at the landscape
    04 September 2024 5 min

    Introduction to estate planning

    Worried about inheritance tax eating into your estate? Proper estate planning can help you leave more to those you love most.

    Financial planning In retirement
    Young woman sat at pottery wheel
    04 September 2024 5 min

    Lifetime gifts

    Gifting assets when you're still alive is a common inheritance tax strategy. Here are rules around what you can give, and when.

    Financial planning In retirement Investments
    23 July 2024 5 min

    Partial retirement vs. retire and return

    Considering a flexible retirement? Here we discuss partial retirement vs. retire and return - and the potential benefits and challenges.

    Medics Pensions At retirement Dentists NHS Pension Scheme
    Silhouette of couple looking at sunset at top of hill
    18 July 2024 6 min

    Will getting a divorce affect my NHS pension?

    Here, Specialist Financial Adviser at Wesleyan Financial Services, Karen Watson-Brown, discusses how getting a divorce could impact your NHS pension.

    Medics Financial planning In retirement Dentists NHS Pension Scheme
    Couple reading a book together
    03 June 2024 6 min

    Investing in funds

    Find out what managed funds are, how they work and how to start investing in them - as well as handy tips on diversification, affordability and tracker funds.

    At retirement Investments
    Woman doing yoga
    24 May 2024 3 min

    Taking a flexible pension income

    A pension drawdown, otherwise known as a flexi-access drawdown (FAD), is one way you can take your pension. Find out more about whether pension drawdown is right for you in this guide.

    Pensions At retirement
    Mature woman stood with tree
    09 May 2024 3 min

    Medics face tough pension decisions due to McCloud remedy

    According to an FOI request by Wesleyan, more than 14,000 medics and dentists could face difficult pension decisions due to the McCloud remedy. Read more.

    Medics Pensions Pre-retirement Dentists NHS Pension Scheme
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