NHS Pension Management Service
A highly specialist service, exclusive to BW Medical Accountants for Consultants, Hospital Doctors, NHS Foundation Trusts, GPs, Locums, Dentists & senior Healthcare Staff.
The complexities of the NHS Pension scheme are fiendishly difficult to fathom, even for industry experts. Our specialist medical accountants and mathematicians have had to develop a complex forecasting model to help ensure we can stay head of any issues that may arise as a result of the continually changing landscape around the NHS Pension Scheme.
BW Medical Accountants initially flagged the catalogue of errors being made by the NHS Pension Agency (NHSPA) when issuing statements, several years ago. Information provided by NHSPA is unreliable and continues, at times, to be highly inaccurate. As we have the expertise readily available in-house, despite the laborious administration required, we took a proactive stance on Pensions to ensure BW Medical clients have the required support and guidance regarding their NHS pension position and available options. As your personal financial position can often have a major impact on your career decisions and life choices the two tend to go hand-in hand. Our experts can support clients from qualification through to retirement.
When it comes to your NHS pension, there are no easy answers but we do know accurate financial forecasting is key to informed decision making! Our dedicated NHS Pension Management Service in relation to the NHS Pension Scheme rules on Annual Allowances and Lifetime Allowances are subject to separate individual terms of engagement. This service is open to any qualifying healthcare professional and the level of expertise and service you require will be dependent on your specific circumstances.
Be informed, contact our team for further details. 0191 500 6930
Our specialist medical accountants and regulated financial advisers work together to deliver this service. The accountants (BW Medical) complete a review of your career history, reconcile your pension figures and complete the complex calculations to establish your pension tax position and produce your comprehensive pension report. This includes an element of forecasting so you can plan ahead! Should you be likely to breach tax limits then you can access regulated financial advice via Sanlam if required. Kevin Walker is a founding Director of BW Medical Accountants and was formally a Director of Independent Financial Advisory firm Blackett Walker Ltd for 25+ years until it was acquired by Global Wealth Management Firm Sanlam earlier in 2019. Kevin is a qualified Financial adviser and is now a Director at Sanlam. Kevin continues to deliver personal financial advice and NHS Pension Consultancy services to Hospital trusts via Sanlam and BW Medical Clients can be referred to his team as required.
Benchmark our service against what your financial adviser is offering and discover a superior service which could save you significant tax liabilities.
Please note; due to the specialist technical nature of our service, our expertise is in high demand. The sooner you talk to us the better so we can support your needs and assist you in making informed financial decisions.