Tools & Resources

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.

NHS Pensions Member Portal

Access your Total Reward Statement (TRS) and manage your pension account

https://mynhspension.nhsbsa.nhs.uk/

Annual Allowance and Lifetime Allowance Calculations

Assess your annual allowance liability for the current tax year

https://www.nhsbsa.nhs.uk/member-hub/annual-allowance

Leaving or Taking a Break from the Scheme?

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

Options for a Flexible Retirement

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.

Got a question?

Do get in touch with us if you need a bit more information about these services, or any of our other financial planning advice.