Programme Title

NHS Pension Seminar for Consultants & Doctors

New Design & Content for 2024

Overview

The NHS Pension Seminar for Consultants & Doctors is an early evening Event designed for Doctors, Consultants, GPs, Directors, and Executives.

The Event is structured around 3 Main Topics.

NHS Pension Scheme
Tax Planning
Financial Planning

Each topic is supported by a Guest Speaker.

Seminar Feedback & Outcomes

“Now I understand about the changes to the NHS Pension Scheme introduced in 2023” – Consultant
“Am I at risk of exceeding my Annual Allowance?” – Director of Nursing
“Very good insight into a complex subject” – Director of People
“Really well delivered. Well balanced & delivered with clarity & care” – Doctor
“Good prompt to get a forecast on my NHS Pension” – CEO
“Really good overview of how to manage investments” – Director of Finance & Resources
“Exceeded my expectations. What more can I say” – Consultant
“Everything I needed to know was covered & more” – Doctor
“Lots of information. Well worthwhile attending.” – Director of Medical Education

Duration17:30 – 19:00
Suitable for…Designed for Doctors, Consultants, GPs, Directors, and Executives
Programme Content
  • The NHS Pension Scheme
  • Tax Planning
  • Financial Planning
Programme Detail

The NHS Pension Scheme
Do you know about the changes to the NHS Pension Scheme introduced in 2023?
Are you going to be affected by the recent McCloud Judgement?
Overview of NHS Pension Scheme
(The 1995, 2008 & 2015 Sections of the NHS Pension Scheme)
Are you affected by the introduction of 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?

Tax Planning
Potential Tax Implications
What options do I have?

Financial Planning
Overview of the concept of Financial Planning
Pre & Post Retirement Budgeting
Jargon Buster
ISAs
Diversification
Creating your own Financial Plan

State Pension

Previous Employer Pensions

Group Size

We always endeavour to run Events that are interactive, personal, friendly & inclusive.

This tends to work better with a slightly smaller group.

With this in mind, we look towards a Max Capacity of 10 Delegates for each Event.