Helping medical professionals take control of their retirement, finances and future

The Next Steps

STAGE 1. ONBOARDING

You’ll receive a link to our secure portal, where you’ll complete a financial and retirement planning questionnaire. This helps us understand your current financial position and goals. You can upload documents and follow an online checklist to ensure all necessary information is provided. You’ll also select retirement scenarios, and we can tailor a bespoke strategy based on additional details you share.

STAGE 2. DUE DILIGENCE

We request your service record from the NHS Pension Scheme to check for misreporting errors and understand how you’re being superannuated. Any issues will need to be corrected to ensure data accuracy. Using this and the information you’ve provided, we conduct a detailed assessment of your pension arrangements to reconcile our calculations.

STAGE 3. BUILDING YOUR PLAN

After completing our research, we upload your initial reports to the portal and begin crafting your retirement plan. You’ll book a planning meeting to review findings, discuss chosen scenarios, and explore strategies. We may suggest alternative approaches that better align with your financial goals.

PLEASE NOTE THE FOLLOWING:

Retirement Programme is time limited – we will formally disengage our service after you have had the planning meeting. You can select 5 scenarios at outset to explore, and any further reports will become chargeable after 3 months of the date of the NHS Pension Calculation Reports. You will have 8 weeks to book an appointment from the date the report is issued. We reserve the right to formally disengage our service if you do not book your appointment within this timescale.

Ad-hoc reports can be available for purchase outside of agreed numbers. Ad-hoc consultations outside of the scope of the service may be chargeable.

We do not work to pre-set timescales and follow an evidence-based due diligence process. We will not deviate from this process if asked.

“Embark on the journey to your dream retirement with confidence. Our financial services pave the way for a future where every horizon holds the promise of new beginnings and endless possibilities.”

"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.