Programme Title

Lifetime & Annual Allowance Pension Seminar

OverviewThe Lifetime & Annual Allowance Pension Seminar is an early evening Event designed for Doctors, Consultants, GPs, Directors, and Executives.
The Event is structured around 3 Main Topics.
Lifetime & Annual Allowance The NHS Pension Scheme Financial Planning
Each topic is supported by a Guest Speaker.
Seminar Feedback & Outcomes“Am I at risk of exceeding my Annual Allowance?” – Consultant
“Really well delivered. Well balanced & delivered with clarity & care” – Director of Nursing
“Very good insight into a complex subject” – Director of People
“Good prompt to get a forecast on my NHS Pension” – CEO
“Am I at risk of exceeding my Lifetime Allowance? – General Practitioner
“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
DurationEarly Evening – 5.30pm – 7.00pm
Suitable for…Designed for Doctors, Consultants, GPs, Directors, and Executives
Programme Content
  • Lifetime & Annual Allowance
  • The NHS Pension Scheme
  • Financial Planning
Programme Detail

Lifetime & Annual Allowance

Background on Annual and Lifetime Allowances
Lifetime Allowance thresholds and limits
Annual Allowance thresholds and limits
Will your Pension Planning inadvertently give you a 55% Tax Bill? Showing effects of the Lifetime & Annual Allowance alteration Case Studies
Options and possible solutions The way forward

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?

Financial Planning

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

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.