THE UPDATE SERVICE

A partnership built on strength and strong foundations.

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 plan may 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 better understood from a tax-planning perspective.

What Can Be Included

Depending on your needs, the Update Service may

include:

- Cashflow Planning Review

- Updated Retirement Modelling

-Inheritance tax and estate planning discussion points that may require regulated, tax or legal advice

- 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.

Report Only - £900

Report & Planning Meeting - £1,500

© 2026 Seven Medical. All rights reserved. Seven Medical is a trading name of Dimensional Wealth® Group Limited, a company registered in England and Wales under company number 15741886. Registered office: Kensington House, Bishop Auckland, DL14 6HX. Telephone: 01388 605785. Seven Medical provides NHS Pension Specialist coaching, guidance, education, modelling, NHS Pension Reports, workshops and specialist guidance for NHS professionals. Seven Medical is not authorised or regulated by the Financial Conduct Authority. It does not provide regulated financial advice, investment advice, pension transfer advice, tax advice, legal advice, employment advice or actuarial advice.