Given recent legislative changes to pension provision, it has, perhaps, never been more important to assess your existing arrangements (both NHS and private). The new rules provide some potential threats but more importantly, some opportunities if acted upon appropriately.
To ensure you stay ahead of the “pensions game”, it is important to regularly consider the following points:
We appreciate that, as a NHS professional, much of your time will be devoted to work; hence, your personal wealth management may not demand the full attention that it deserves.
As a wealth manager specialising in, and fully conversant with, the complexities to the NHS Pension Scheme, we can offer you a bespoke Pension Assessment to help you find answers to these important questions. The service will offer:
Upon conclusion you will receive an individual report based on your existing provision and any changes required given the new rules.
If you do feel that our services may be of help, please do contact us – we look forward to hearing.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.