Discounted Services for Return Clients

Retirement Update Service

The Update Service is designed for clients who have previously completed The Retirement Programme and would like an annual review of their position.

Clients can choose to:

- Purchase an updated written report only at a discounted rate, or

- Book an updated planning meeting, with an accompanying refreshed report.

What the Update Covers

The update focuses on how changes since your original planmay affect your retirement strategy, including:

- Changes in pension legislation

- Developments in tax and fiscal policy

- Shifts in personal circumstances, work, income and movements in pensionable pay.

- Updated retirement timing, income needs, or objectives

We will review your existing strategy and identify whether any adjustments are needed to keep your plan aligned, robust, and tax-efficient.

What Can Be Included

Depending on your needs, the Update Service may

include:

Cashflow Planning Review

Updated Retirement Modelling

Inheritance Tax and Estate Planning Considerations

NHS Pension Reports

Annual Allowance and Carry Forward Schedules

Following the review, we will clearly outline:

What has changed

What still works

Whether any further planning or regulated advice

may be appropriate

If additional work or regulated advice is required, this will

be discussed separately and agreed in advance.

"Seven Medical" is a trading style of Seven Stars Private Wealth Limited which is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Seven Stars Private Wealth Limited is entered on the FCA register (www.FCA.org.uk) under no. 1004978. Registered office: Kensington House, Bishop Auckland, DL14 6HX. Telephone number 01388 605785. Registered in England and Wales Number: 09788039. Please note that Seven Medical provides unregulated pension guidance and financial coaching for members of the NHS pension scheme and operates outside of the remit of the FCA. 2Plan wealth management Ltd is a wholly owned subsidiary of 2plan Group Ltd. 2Plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered onto the FCA register (www.fca.org.uk) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales Number: 05998270. © Copyright 2023 Seven Stars Private Wealth Limited. All rights reserved.