Agenda
The presentation focuses on empowering medics with holistic financial planning advice while also addressing key NHS pension queries.
19:30 – 19:35 | Welcome and Introduction
- Overview of the session
- Introducing the Wesleyan Financial Services team
19:35 – 19:50 | What Is Financial Fitness?
- Defining financial fitness and its importance
- Key principles for achieving financial confidence
19:50 – 20:10 | Laying a Strong Financial Foundation
- Understanding NHS Sick Pay and the importance of income protection
- Practical steps to safeguard your financial well-being
20:10 – 20:25 | Building for the Future
- Tips for saving for major life goals (e.g., home, children’s education, emergencies)
- How to make your money work harder through investments
20:25 – 20:40 | Planning for Retirement
- Why early career planning matters
- Navigating the pension gap and alternative savings options
20:40 – 20:50 | Staying on Track
- Strategies to manage risk, measure progress, and stay tax-efficient
- Advice on how to align financial goals with personal aspirations
20:50 – 21:00 | Q&A and Next Steps
- Open floor for attendee questions
- Encouragement to book a financial review with a Wesleyan specialist
- Closing remarks and resources
Registrants will have the option to be contacted by Wesleyan and will not be automatically opted into any marketing. Registration for this event will remain open until the event commences.