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NHS Pension Schemes

We have a wide understanding of the NHS Pension scheme and work with many Trusts and individuals providing pension support and guidance

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How we can help you as an individual

We have free webinars and paid-for services that help you understand and make better decisions about your pension and any tax consequences.

We’ll agree your objectives and the cost at the outset.  Typical costs* are shown below.

We’ll ask you for some background information, all meetings are online.

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Our Services

Click each box for more details on the service and to contact us:

Consultation Meeting
A 25-minute discussion about your pension benefits

£250 + VAT = £300

For schemes: NHS, Civil Service, Teachers', Fire, Police, Local Government, Universities and private pensions
McCloud Options Meeting
A 45-minute discussion about your McCloud options pack (Remediable Service Statement – RSS)

£350 + VAT = £420

For schemes: NHS, Civil Service, Teachers', Fire, Police, Local Government
Form-Filling Support Meeting
Support and guidance completing the form/paperwork necessary to apply for your pension benefits

£200 + VAT = £240

For schemes: NHS, Civil Service, Teachers', Fire, Police, Local Government, Universities
Pension Modelling (Scenarios) Review
Modelling of your pension benefits, incorporating the impact of McCloud

from £450 + VAT = £540
to £750 + VAT = £900*

For schemes: NHS, Civil Service, Teachers', Fire, Police, Local Government, Universities
Pensions Tax (Annual Allowance) Review
Detailed calculation support on pensions tax issues, particularly the Annual Allowance

from £450 + VAT = £540

For schemes: NHS, Civil Service, Teachers', Fire, Police, Local Government, Universities and private pensions
Peace of Mind Pension Check
Checking that your pension income is the right amount, based on your scheme membership including your pensionable pay

£450 + VAT = £540

For schemes: NHS, Civil Service, Teachers', Fire, Police, Local Government, Universities and private pensions
McCloud Contingent Decision Support
Help with unpicking a decision you'd have made differently because of the McCloud age discrimination - Contingent Decision

£1,250 + VAT = £1,500

For schemes: NHS, Civil Service, Teachers', Fire, Police
Remedial Pension Savings Statements (RPSS) Support
Specific help with updating HMRC with your McCloud Remedy Remedial Pension Savings Statements (RPSS)

£825 + VAT = £990*

For schemes: NHS, Civil Service, Teachers', Fire, Police
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MemberZone for NHS Pensions

Our subscription MemberZone for NHS Pensions information - lots of scheme information presented in a user-friendly way to help you understand what you have and how you can make better-informed decisions about your pension

How do the calculation services work?

Pengage Bird with calculator and magnifying glassWe’ll need relevant information from you and we carry out some of the work offline.

We prepare a detailed, personalised report and then arrange an online meeting with you to discuss it.

Why is there a range in the fee you charge?

Pengage bird with a debit card 1*The cost ranges quoted are a guide. They reflect that there are varying levels of complexity and a range of ‘what if?’ scenarios possible.

We’ll help you decide what would work best for you based on what has worked well for other people.

Check if we have a service that's what you need

Have a look at the description of our Services for Individuals above (each has its own page to tell you more about the service, and a contact form for that service) and if you’re still not sure which is the right one for you, tell us your details and we’ll get back to you.

I'm still not sure which service is right for me as an Individual

Or, which of our other services would you like to contact us about?

I'd like to know more about Services for Employers
I'd like to know more about Services for Financial Advisers
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I have a query about the MemberZone for NHS Individuals