NHS Healthcare Professionals

At Kingswood Group, we use our long experience of working with healthcare professionals to deliver wealth planning and investment management advice for those working within the NHS.

Specialist guidance for doctors, surgeons, consultants & dentists

We pride ourselves on having an expert understanding of the specific financial situations that medical professionals face and we offer sound, impartial, specialist guidance for doctors, surgeons, consultants, and dentists based on many years of experience.

Over the last few years, the NHS has been working through major changes to the NHS Pension Scheme. The Government has also implemented some of the biggest reforms to pensions in decades. As a result, key considerations for doctors and dentists in the NHS Pension Scheme include:

  • How the new reduced annual and lifetime allowance affects you
  • How you can benefit from the new pension legislation in your financial plans
  • Whether retiring at age 60 is an aspiration or a reality for doctors and dentists
  • If the NHS Pension Scheme is still good value for you

Medics who joined the NHS Pension Scheme after 1 April 2008 will have different benefits and a different age at which normal retirement can be taken to those who joined the scheme before this date. With our extensive experience in dealing with the NHS Pension Scheme, our experienced team of advisers can provide you with a comprehensive review of your NHS pension which will include:

  • A projection of your benefits, incorporating factors specific to doctors and dentists that change the impact of the forecast
  • Ensuring that your service history is correct – a critical factor as the pension is, at present, invariably based on your length of service
  • Strategies to increase your pension provision either within the NHS or outside, or a combination of the two
  • Strategies should you wish to take early retirement, increase your tax free lump sum or make additional voluntary contributions to your NHS pension

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