INTRODUCTION TO PENSIONS

This course is a great introduction to understanding your NHS Pension Scheme, with actionable wealth insights, good housekeeping practices to help you self-manage your pension, and improve your money game.

Most doctors and healthcare professionals

are left wondering: 

When can I afford to retire? 

How to navigate the Annual Allowance tax system?

Am I saving and investing enough?

Should I be investing or paying off my mortgage?

Course Overview

Discovery

We discuss your role, pension history, and wider financial goals.

Your NHS Pension

We explain your scheme membership (1995/2008/2015), review your pension statements, and explain your retirement options. We also discuss Annual Allowance and how you may be affected by it.

Cashflow Forecast & Timeline Mapping

We input your NHS Pension benefits, other income, assets, and expenditure into our software to help map your finances year by year.

Scenario Testing

Together, we explore “what if” scenarios:

- How to build assets outside of the NHS pension scheme

- How to monitor and manage your cashflow, both now and in the future

- Understand investment risks and what your investor profile is

- How to manage your money; understanding the balance between cash and stocks and shares

- Whether you should consider making additional pension contributions

Next Steps

We summarise your position and set out a clear plan for your retirement.

What we aim to deliver

Clarity on your NHS Pension options: retirement age, lump sums, early retirement reduction factors, flexible retirement choices.

Guidance on increasing benefits: whether extra contributions, AVCs, or investing elsewhere makes sense for you.

Understanding of tax allowances

How the annual allowance works, what paperwork to expect, and how to avoid or manage charges.

Diversification strategies

How to build wealth outside the scheme to balance flexibility with security.

Target income planning

A realistic picture of what level of income you should aim for in retirement.

Confidence

The ability to make life decisions — reducing hours, changing role, or retiring earlier — backed by evidence, not guesswork.

Peace of mind

Knowing your family’s financial security is protected if circumstances change.

Book Your Session

Don’t leave your retirement to guesswork. Book your NHS Pension Pension Intro Session today 

and take the first step towards clarity and control.

Investment: £1,250 £777 per person

"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.

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