Programme Title

NHS Pension Update Seminar – New Design & Content for 2024

Overview

The NHS Pension Update Seminar is an Online Half-Day Event designed for all Colleagues of all ages.

The Seminar is structured around 3 Main Topics.

The Transition through Life (Interactive Group Session)
The NHS Pension Scheme(Plus State Pension & Previous Pensions)
Financial Planning(inc creating your own Budget Plan)

Each topic is supported by a Guest Speaker.

Seminar Feedback & Outcomes“Really well delivered day. 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
Duration10:00 – 13:00
Suitable for…Designed for all Colleagues of all ages
Programme Content
  • The Transition through Life – (Interactive Group Session)
  • The NHS Pension Scheme – (Plus State Pension & Previous Pensions)
  • Financial Planning – (inc creating your own Budget Plan)
Programme Detail

The Transition through Life
The lifestyle & emotional transition through life & employment
What would you like to do in your life?
How do you see your identity?
Group Breakout Sessions
Creating your own Life Plan

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?

Financial Planning
Overview of the concept of Financial Planning
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.
NotesThe NHS Pension Update is designed for all Colleagues of all ages.
The NHS Pension Update Seminar is designed to support & compliment the Pre- Retirement Seminar Programme.