To support your financial planning journey, we have compiled a range of helpful resources and tools specifically for medical professionals. These include guides, calculators, and links to authoritative sources to help you make informed decisions.
Access your Total Reward Statement (TRS) and manage your pension account
https://mynhspension.nhsbsa.nhs.uk/
Assess your annual allowance liability for the current tax year
https://www.nhsbsa.nhs.uk/member-hub/annual-allowance
Understand what you’d be giving up if you decide to opt out
https://www.nhsbsa.nhs.uk/member-hub/leaving-or-taking-break-scheme
Determine what exactly this means for you
https://www.nhsbsa.nhs.uk/member-hub/your-options-flexible-retirement
These resources are designed to save time, provide clarity, and support confident decision-making. While they are a helpful starting point, we recommend discussing your personal situation with our specialist adviser to ensure your plans are totally tailored to your goals.
Clicking a link will open a new window. Any external sites are not endorsed by St. James's Place.
Do get in touch with us if you need a bit more information about these services, or any of our other financial planning advice.