Pensions & Retirement Planning

Retirement planning forms the core of most Dentists financial planning. PFM have considerable experience in this area. Independent advice is vital here to be sure you receive balanced and impartial advice. The complexity of the NHS Pension and regular scheme changes highlight the need for specialist advice from advisers who understand how Dentists are remunerated.

At PFM we offer much more than a simple pension recommendation. We look at the whole picture including your career plans and practice where appropriate. For example we can assess the impact of private fee income, provide a detailed SIPP (Self Invested Personal Pensions) ‘Feasibility Study.’ Our target planning service will include an analysis of your NHS Scheme benefits and any existing personal pensions. The Pre-retirement consultation is recommended for those dentists within 10 years of retirement.

Practice Financial Management Limited is authorised and regulated by the Financial Services Authority. For more details please refer to About PFM / Regulations.