One-to-One Consultations

Programme Title	One-to-One Consultations
Overview	One-to-One Consultations are held Online using Microsoft Teams
Feedback & Outcomes	“Well balanced & delivered with clarity & care” – Matron “Good prompt to get a forecast on my NHS Pension” – Staff Nurse “Made you want to think & plan for your Retirement” – Mental Health Officer “Really good overview of how to manage investments” – Ward Clerk “Exceeded my expectations. What more can I say” – Midwife “Everything I needed to know was covered & more” – Medical Secretary “Lots of information. Well worthwhile attending.” – Health Visitor “Now I understand the NHS Pension Scheme after paying in for so many years!” – Physiotherapist “Prompted me to review my nominations for NHS Pension survivor benefits” – Radiographer “Very helpful reminder regarding the need to manage your finances into retirement.” – Nurse
Duration	Variable
Suitable for…	All Colleagues of all ages
Content	The NHS Pension Scheme State Pension Previous Employer Pensions Private Pensions Financial Planning
Detail	The NHS Pension Scheme Overview of the NHS Pension Scheme (The 1995, 2008 & 2015 Sections of the NHS Pension Scheme) Will I be affected by the introduction of 2015 Section? Why am I affected by the introduction of the 2015 Section? Contributions and eligibility When are retirement benefits payable How are your benefits calculated How to apply for your benefits Flexible retirement & Draw Down Life Assurance & Family Benefits Increasing your Benefits I believe that I can increase my Pension by an additional £6,500 per year through the NHS Pension Scheme? How can I do this & how much does it cost? State Pension Getting a forecast Reviewing any shortfalls Making additional National Insurance Contributions Previous Employer Pensions Tracing any previous employer pensions Reviewing pension forecasts Private Pensions Tracing private pensions Reviewing pension forecasts Financial Planning Overview of the concept of Financial Planning Pre & Post Retirement Budgeting Jargon Buster Diversification Creating your own Financial Plan