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NHS Pensions

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. 

Our specialist medical accountants and authorised and regulated independent financial advisers work together to deliver this service. The accountants (BW Medical) complete a review of your career history, the complex calculations to establish your pension tax position and produce your comprehensive pension report. Should you be likely to breach tax limits then you can access independent financial advice via our sister company Blackett Walker. Kevin Walker is a director of both BW Medical Accountants and Blackett Walker Ltd. Kevin is a qualified Independent Financial adviser and via Blackett Walker Ltd, authorised and regulated to provide pension and wider personal financial planning advice.

Benchmark our service against what your financial adviser is offering and discover a superior service which could save you significant tax liabilities.

  • Very smooth changeover to BW, with good communication at all times. Very efficient in the production of the accounts (as promised) and the Partners are delighted with the advice received to date.

    Practice Manager
  • BW Medical Accountants have a good working knowledge of General Practice and are keenly aware of the challenges Practices face within the changing environment of the NHS.  Benfield Park have been very impressed by the way BW Medical continue to deliver the range of services they provide from Accounts to Tax and NHS Pension advice. 

    We have found Practice consultation and engagement from BW Medical specifically helpful to shape the future of the Practice.

    Senior Partner
    Benfield Park Medical Group, Newcastle
  • We had no hesitation in moving to BW Medical Accountants.  For any business your accountant is integral, and for us one of the most important factors to this relationship is to have a personal and trusting approach, which BW have undoubtedly achieved. 

    The service we receive and the interest they show in our practice assures us that they have a genuine interest in us and commitment to us.  More importantly they are always helpful and polite to answer even the dumbest of questions!  They give us confidence and reassurance knowing that they are always very up-to-date with all the numerous changes within general practice and we would have no hesitation in recommending them to other practices seeking a professional and personal accountancy service.

    Jackie Rotherham, Practice Manager
    The James Street Family Practice, Lincolnshire
  • We moved to BW Medical Accountants in 2013 and we are delighted that we have.  Having been in the same business for over 20 years it is important to have a relationship with the accountancy team but most importantly you need to have trust.  We made the decision to move our business to BW Medical Accountants and having worked with the Team especially Tina we are very satisfied.  Tina going through the accounts brought to our attention many things that I was not aware of in the past.  The first years' experience can only be described as excellent.

    Customer service is first and foremost with BW and this shines through as each and every one of them are approachable, helpful and most importantly understand and know the business.  General practice is complex and is going to get more complex in the coming years.  We need Accountants who truly understand our business. We as a practice and as individuals would certainly recommend BW Medical Accountants.

    Gloria Middleton, Managing Partner
    Westbourne Medical Group, Sunderland
  • We changed to BW Medical Accountants and I would say we have just had the most transparent and understandable end of year meeting and the best planning advice I have ever had in 16 years of practice.

    GP Partner

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