Pension Review Service
With many years experience in advising doctors and dentists on retirement planning, Medical & Dental Financial Planners have developed the Pension Review Service for those clients who wish to have some control over their financial future.

The Medical & Dental Pension Review Service will help you  decide on the best time to retire and to ensure sufficient funding for your chosen lifestyle.

Our comprehensive service will:

  • Establish your target income, capital requirements and the optimum date for retirement.
  • Identify the adequacy of current pension provision, including NHS pension, private pensions, and spouse’s pension arrangements.
  • Establish your total pension value and advise on the implications of the lifetime allowance and the annual allowance.
  • Discuss the different ways of making up any shortfall and advise on which method is best suited to you.
  • Review all of your current pension arrangements to establish if any action is required in respect of recent and proposed pension rule changes.
  • A detailed report will be prepared covering all of the above items and giving specific advice on how to achieve your retirement plans. All of the above will be undertaken for a fixed fee payable on production of the report.
  • Wealth creation and wealth preservation are two integral parts of the retirement planning process, we can review your existing savings and investments such as Cash Accounts, ISA’s, property etc, prepare a summary of your current investment portfolio and advise on asset allocation, risk profile and tax aspects.

We can also prepare a summary of your Inheritance Tax liability and advise on how to mitigate or make provision for.


Tel: 01224 648811 or email: info@medicaldental.co.uk

Medical & Dental Financial Planners is authorised and regulated by the Financial Conduct Authority. Authorisation no: 471437
Registered office: 5 Rubislaw Terrace, Aberdeen, AB10 1XE