NHS PENSION & RETIREMENT, BY DESIGN
At Seven Medical we understand the needs of medical professionals.
Tailored NHS Pension Support for
Peace of Mind
At Seven Medical, we help NHS professionals like you feel confident and in control of your financial future.
From setting clear goals to planning a secure retirement, we’re with you every step of the way.
Define Your Vision
Our independent, advisers use coaching techniques to help you clarify your financial and retirement goals, ensuring your plan aligns with your aspirations.
Understand Your Pension
We’ll conduct an in-depth review of your pension arrangements, breaking down the complexities and creating a plan tailored to your needs.
Plan for a Secure Retirement
From navigating Annual Allowance or making pension contributions from your limited companies, we design your retirement strategy, helping you target your desired retirement age.
What Support is Available to You?
NHS Pension Experts
We provide a personalised service which helps to guide you through your financial planning and retirement options by using sophisticated cashflow modelling systems.
Please note: that whilst our service does not provide specific financial recommendations, each of our specialists is a fully qualified, FCA-regulated Independent Financial Adviser.
Should you wish to receive tailored financial strategies which are covered by the Financial Services Compensation Scheme, please do let us know and we’ll be happy to refer you to Seven Stars Private Wealth.
Whether you're seeking in-depth guidance or simply greater confidence in your financial decisions, our advisers are here to support you.
If you’d like more information, just let us know — we’re here to help.
“Retirement isn’t just the end of a career, it’s the beginning of a lifelong holiday where every day is an adventure and every journey is a chapter in the book of our life experiences."
The Retirement Programme
Your Bespoke Path to a Confident Retirement
This is our signature programme, designed exclusively for NHS and medical professionals. Our financial advisers bring in-depth expertise in the NHS Pension Scheme to help you minimise tax and maximise your income.
Through a personalised, step-by-step approach, we’ll work with you to create a bespoke retirement plan—empowering you to define and achieve your goals with clarity and confidence.
Your Investment: £2,500
Part 1
Initial Consultation
We start by discussing your current situation and retirement aspirations. This session helps us understand your unique goals and identify the scenarios that need further exploration.
Part 2
In-Depth NHS Pension Calculation Report
Using the data and research gathered, we forecast all relevant scenarios to create a detailed retirement plan. This plan focuses on illustrating the tax implications and income of your NHS pension.
Part 3
Retirement Design
In your planning meeting, we’ll collaborate to design a personalised retirement strategy. This includes exploring practical steps and actionable solutions to ensure your retirement objectives are achieved
Our Retirement Membership Service
Gain year-round access to The Retirement Programme and enjoy priority support from Rachael and her specialist team. Your retirement plan will automatically update to reflect any changes in fiscal policy or pension legislation.
Your Investment: £250 per month
(12-month commitment)
Membership Benefits
Access to the
Retirement Programme
Enjoy complete access to The Retirement Programme, including all features and updates aligned with changes in fiscal policy and legislation.
4 Priority Appointments Per Year
Benefit from four priority appointments annually, combining planning meetings and consultations. All appointments must be pre-booked in advance.
Scenario Modelling
Receive up to 5 tailored scenario illustrations each year, with additional reports available at discounted rates for members.
Ongoing Administration & Support
Access ongoing administrative support, including expert assistance with Scheme Pays elections and related processes.
Additional Benefits
Exclusive Travel & Lifestyle Benefits
Enjoy access to a personal travel concierge, which may include fast-track airport passes and a welcome gift upon arrival.
Discounted Wealth Management Referrals
For comprehensive financial advice, we can refer you to our FCA authorised firm Seven Stars Private Wealth.
CUSTOMER CARE
LEGAL
"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.