| Programme Title | NHS Staff Pension Surgery Day |
| Overview |  One-to-One Consultations held within a Local GP Surgery |
| Seminar 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 | Individual 30 minute One-to-One Consultations from 9:30am to 4:00pm |
| Suitable for… | All Staff of all ages |
| Programme Content |
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| Programme Detail | The NHS Pension Scheme Overview of the NHS Pension Scheme (The 1995, 2008 & 2015 Sections of the NHS Pension Scheme) 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 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 |
