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Webinar Details
The Speakers
CPD Certificate

Thinking of retiring? We can help you get your ducks in a row

Dentists – if you are thinking about retiring from dentistry then there’s a lot of financial aspects you need to consider and explore. This insightful webinar will cover the key things you need to think about and to make a successful transition.

Join Michael Copeland, dental regional manager for Wesleyan Financial Services together with Paul Barnfather and Adam Thompson, specialist dental financial advisers. They will take you through the key areas you need to know to ensure you have all the right answers for making those financial planning decisions.

Learning outcomes

  • An overview of the NHS pension scheme
  • The McCloud (pension age discrimination) case and how it affects you
  • Accessing private pensions
  • Selling your practice
  • Investments following practice sales/utilising lump sums
  • Estate planning
  • Live Q&A – send in your questions, any we can’t get to on the night, we’ll get back to you after the event with the answers.

Speaker: Paul Barnfather

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.

Speaker: Michael Copeland

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.

Speaker: Adam Thompson

Adam Thompson has been a senior specialist dental financial adviser at Wesleyan Financial Services for over 11 years.

Adam has a wealth of over 19 years’ experience in the financial services sector working with dental professionals offering tailored advice to meet their needs.

 

Please login to receive a certificate

This continuing professional development (CPD) activity fully complies with the CPD requirements of the General Dental Council. FMC certifies this activity for one hour of enhanced CPD in the subject of Thinking of retiring? We can help you get your ducks in a row.

This CPD meets the criteria for the GDC’s development outcome B.

 

 

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