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What do you want to be in retirement?

by adminjay

Iain Stevenson and Gareth Stainsby will discuss retirement goal setting during a free webinar on Tuesday 18 January at 19:00.

After the stresses of the past two years, you may look longingly towards retirement.

Join Wesleyan Financial Services’ Iain Stevenson and Gareth Stainsby for this educational webinar. They will showcase the importance of good retirement planning for NHS­ and private dental professionals.

Learning outcomes

  • NHS versus private pension benefits
  • McCloud (age discrimination), Covid-19 and Brexit
  • Pension allowances and tax mitigation
  • Downing tools – is there a perfect time to retire?
  • Next steps and life after dentistry.

The webinar should last around one hour, with plenty of opportunities to ask questions. You can then arrange a follow-up no obligation financial review with one of our financial consultants, should you wish to discuss your personal circumstances in more depth.

Iain Stevenson

Iain Stevenson is the head of dental with Wesleyan. He joined from Aviva in 2003 where he was a senior financial consultant working largely in the corporate sector.

For 10 years, he managed a team of specialist financial consultants working solely with dentists and dental practices covering north Wales, north west England, Northern Ireland and the whole of Scotland.

Since 2015, Iain has managed a team providing specialist financial advice to GPs, doctors and dentists until becoming head of dental in 2021.

Gareth Stainsby

Gareth Stainsby is a specialist dental financial consultant with Wesleyan Financial Services.

He works closely with his portfolio of dental practice owners and associates, alongside their staff and families to provide excellent tailored financial planning.

Gareth advises his clients in relation to both their personal financial needs and also, in the case of practice owners, their commercial needs too.

Gareth has over 15 years’ industry experience. Prior to joining Wesleyan Financial Services, spent time as an adviser at St James’ Place and HSBC Private Banking.

To register for this webinar, simply visit www.dentistry.co.uk/webinar.

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