NHS Pension Guidance & Planning

Explore our range of services designed to help you move your financial and retirement planning forward with confidence, whichever direction you're headed in.

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What We Offer

We offer a range of services to meet the needs of every client. Have something else in mind? We'd be happy to work with you to create a custom quote.

  • If you don’t know where to start but financial planning is important to you and you would like to self-manage your NHS Pension for as long as possible The NHS Wealth Roadmap can be a good introduction to our service. We don’t provide in-depth NHS Pension Analysis reports or forensically examine your records, but we can help you establish a financial eco-system that allows you to start building wealth and navigating the annual allowance system.

  • Although Seven Medical does not provide regulated financial advice, our plans are designed to help you build financial resilience and make more informed decisions about your future.

    We work with you to establish clear goals and identify the steps that could move you closer to them, giving you greater clarity as you navigate the complexities of your NHS career and pension scheme.

  • If you want to start planning your retirement and are concerned about the impact the Annual Allowance is having on your final pension, then the Retirement Programme is for you. It will help you understand what options are available to you at and in the run up to retirement. We will provide an forensic examination of your pension records and support you to correct misreporting errors, so that there are no nasty surprises waiting for you before or after retirement.

  • We provide coaching support to help you understand NHS pension issues during divorce, including:

    • CETVs,

    • pension sharing orders,

    • PODE reports,

    • McCloud,

    • Scheme Pays,

    • offsetting and pension credits.

    Our services are designed to support you during this process, and to help you recover financially from it, to help you create lasting financial security for your family and rebuild wealth so you can have a great retirement.

  • Our expert witness reports provide clear, evidence-based analysis of pension advice, financial planning, and loss quantification, written to withstand scrutiny from solicitors, barristers, and the court.

  • "Rachael has a wealth of knowledge and is able to translate it all into easily digestible and understandable chucks. She prioritises understanding her clients at the deepest level. Rachael supported me at a time of huge transition and was invaluable for me and my family. Thank you so much"

    J. Smith

  • "First and foremost, Rachael listens with care and understands what I'm looking for. Specifically, she has facilitated the transfer of investments and pensions to a user-friendly platform. There really is nothing more Rachael could have done. Her customer service is exemplary."

    B. Russell

  • "Rachael was extremely helpful and supportive at a very difficult time in my life, and dealt with emotional issues in a calm and professional manner. She explained everything in a way that was helpful and allowed me to explore my options without feeling overwhelmed and I trusted and appreciated her advice."

    K. Harrison