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Wealth West Medical

Thinking of opting out of the 2015 NHS Pension Scheme?

Hello there,

The upcoming pension changes have led to a number of Doctors considering opting out of the 2015 NHS Pension Scheme. This is a decision not to be taken lightly and, in fact, it is unlikely that opting out would be in your best interests. However, here is a summary of the options available and an example of a Doctor where opting out might be viable:

 
 

VIDEO: Get to know Richard

Watch Richard's Video
 

It’s always nice to know who you’re working with and that’s why Wealth West Medical owner and award winning Chartered Financial Planner Richard Higgs has put together this short video here:

 
 

Summary of the recent NHS Pensions Event

Event at Engineers' House
 

Thank you to everyone who attended our recent NHS Pensions Event. It was a great turn out (despite the weather) and I hope you found it useful in understanding your NHS Pension and the options you’re faced with going forward.

If you did miss the event, all is not lost, you can view the event summary and request either a one-to-one meeting on the slides here:

 
 

Retirement Flexibility - What Are Your Options?

Retirement Flexibility
 

Whether you’re approaching retirement age or not you should consider your retirement options to make the transition as successful as possible for both you and your employer. We’ve put together the list of options you have available here:

 
 

P.S. With the new tax year nearly upon us we’ll soon be holding another educational event at Engineers’ House. This time focussing on tax efficient retirement planning investments which can compliment, or even act as an alternative to, the NHS Pension Scheme. We’ll send you all the details soon.