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19 July 2023
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Wesleyan Financial Services | Pension rules have changed: it could be time to review your retirement plans

From the pension annual allowance increasing to £60,000 to the removal of the lifetime allowance charge, a lot has changed since the spring budget - but what could this mean for your retirement plans?

For you as a doctor, this is likely to directly affect your pension savings, and therefore your retirement income and plans, which is why it’s so important to make sure that any existing plans are reviewed.  

As a provider of financial advice to FMLM members, Wesleyan Financial Services are here to make sure that your plans for retirement are reflective of recent changes and working as hard as they should be.

As an expert in doctors’ careers and financial planning needs, your Specialist Financial Adviser from Wesleyan Financial Services can help you to understand all of your retirement planning options, including those available to you since these changes came into effect.

Working in partnership with you and the things that matter most to you, such as financial peace of mind in your post-work years, your Specialist Financial Adviser can help you to secure the retirement you deserve.  

Request your no-obligation retirement planning review

Whether you’re looking to review your existing plans in light of these changes, or create a tailored retirement plan from scratch, Wesleyan Financial Services are here to help.

You can request your no-obligation retirement planning review with your local Specialist Financial Adviser from Wesleyan Financial Services here:

Book now 

If you would like this document in Braille, large print or audio format, please contact 0800 975 3710.

 

‘WESLEYAN’ is a trading name of the Wesleyan Group of companies.

Wesleyan Financial Services Ltd (Registered in England and Wales No. 1651212) is authorised and regulated by the Financial Conduct Authority. Registered Office: Colmore Circus, Birmingham, B4 6AR. Telephone: 0345 351 2352. Calls may be recorded to help us provide, monitor and improve our services to you. VAT number 487282114.

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