This insightful webinar will cover the key things you need to think about and to make a successful transition.
• An overview of the NHS pension scheme
• The Mccloud (pension age discrimination) case and how it affects you
• Accessing private pensions
• Utilising lump sums/maximising tax allowances.
Michael Copeland is a senior area manager with Wesleyan joining in 2004, following a career as a senior financial consultant working largely in the corporate sector.
For 10 years, he managed a team of specialist financial consultants working solely with dentists and dental practices.
Since 2015, Michael has managed a team providing specialist financial advice to GPs, doctors and dentists.
Paul Barnfather has been a specialist dental financial adviser with Wesleyan Financial Services for over seven years. Paul has worked for an additional 10 years in various roles at Halifax, Lloyds and NatWest. Paul has a wealth of experience working with dental professionals offering tailored advice to meet their needs.
This Continuing Professional Development (CPD) activity fully complies with the CPD requirements of the General Dental Council.
FMC certifies this activity for one hours of enhanced CPD in the subject of combining your NHS and private pension.
This CPD meets the criteria for the GDC’s development outcome B.