Access to pensions tax guidance and advice

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We have compiled a list of organisations who are able to give expert guidance and advice on pension tax issues for members of the NHS Pension Scheme. This webpage has been developed to support employers to provide access to education, guidance and advice. 

We are not promoting or recommending the use of any organisation and may amend or update this list at any time.

Our research into the impact of pension taxation on the NHS shows there is a clear lack of knowledge and understanding about the NHS Pension Scheme and associated tax issues. Employees need to understand their tax position, be aware of the options available to them and the action they may need to take.

Pension tax is a complex area and we strongly encourage employees take independent financial advice to ensure their decisions are well-informed, based on reliable and accurate information and positioned in the context of their overall long-term financial position. 

Organisation name Website
Barnett Waddingham                www.barnett-waddingham.co.uk      
BW Medical Accountants www.bw-medical.co.uk
Cavendish Medical www.cavendishmedical.com
Chase de Vere www.chasedeveremedical.co.uk
First Actuarial www.firstactuarial.co.uk
Income for the Third Age www.i3aguidance.co.uk
KPMG

www.kpmg.co.uk

Lighthouse Financial www.lighthousegroup.plc.uk
Lloyd and Whyte www.lloydwhyte.com
Pen-gage www.pengage.co.uk
Tilney www.tilney.co.uk
Wesleyan www.wesleyan.co.uk

Further information

Visit our annual and lifetime allowance resources in our pension resource library to support your conversations with staff. 

Please tell us what you think about our products and resources by emailing pensions@nhsemployers.org.

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