We work with all kinds of hospital staff, not just medical professionals, providing financial advice around pension scheme membership and general financial planning. Our discussions with clients typically cover:

• Pension annual allowance and avoiding potential breaches 
• Helping individuals plan around their lifetime allowance and exceeding this 
• Helping individuals determine how and when they might be able to retire 
• General tax queries 
• Implementing financial protection for employees and their families
• Planning for the future and helping clients achieve their financial goals 

We work with individuals on a one-to-one basis but are also engaged at a trust-wide level. To find out more about how we can help you or your trust please do get in touch. We’d love to hear from you.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.