Join Ben as he brings together pensions expert Paul Gordon and accountant James Gransby to explore the recent changes in NHS pensions. They discuss the aftermath of the age discrimination case and its consequences following the government's loss, which has resulted in revised pension statements for many NHS members.

The discussion delves into the complexities of NHS pension figures and annual allowance returns, highlighting the challenges faced by both individuals and practices. They emphasise the importance of using medical specialist accountants to ensure accuracy in submissions.

Join Paul and James for this dynamic discussion and how to prepare yourself with the knowledge to tackle these pension challenges, and those dreaded brown envelopes, with confidence.

To join the session Paul & James are running at 8am on the 31st October, the invite can be accessed here.

Meeting ID: 372 708 777 60

Passcode: UHL7CW

Introduction (00:09)

The update (00:57)

Updated statements (02:09)

Making a choice.. (04:00)

Rollback? (05:12)

Why is it not available on the website? (06:28)

The brown envelope (07:29)

What do you need to do? (08:37)

January deadline.. (10:48)

What’s happened since the brown envelope delivery? (11:28)

Changing schemes.. (15:31)

Summary.. (16:30)

The inside scoop.. (18:01)

Budget breakfast & how to attend (24:11)

The HMRC tool mentioned by James, ‘Calculate your public service pension adjustment’, can be accessed here.

To contact James directly, his email can be found here, or visit James’ bio on the Azets website here.

For all enquiries about the Ockham podcast, please contact Ben Gowland here.