Staff financial health and wellbeing resources

The Trust is partnering with Chartered Financial Planners to allow staff to access no obligation advice in relation to financial planning.

Anderson Financial Management Ltd are pleased to be able to offer no obligation advice to trust employees and already count a number of employees as clients. Advice is offered on all aspects of financial planning, whilst specialising in taking on clients looking for:

  • Pre & Post Retirement Planning
  • Investment Planning
  • Inheritance Tax & Estate Planning
  • Later Life Planning
  • Intergenerational Financial Planning
  • Corporate Financial Planning

No obligation face-to-face advice is offered and Anderson Financial Management can arrange to meet with you at home or work throughout the UK. Please do contact Anderson Financial Management for further information on 0117 900 1639 .

If you are looking for advice on debt management and have concerns about making ends meet you can contact the Trust’s Confidential Care line on 0800 085 1376. They offer confidential Debt and Financial Management advice to staff and their immediate family members.  Find out more about the Employee Assistance Programme

Staff Benefits offer free exclusive discounts to all NHS and government employees from companies such as…….

Apple (up to 6% off), Virgin Experience Days (up to 20% off), Alton Towers (up to 46% off), Go Ape (15% off), Hilton Hotels (30% off), Expedia (Flash sales 40% of holidays), plus 100s of other local and national companies changing their offers daily.

If you haven’t done already it only takes a few minutes to register or re-register it’s easy and FREE!

Simply visit the link below then click ‘Sign Up Now For Discounts’ which should appear to the right of the page and follow the instructions to start saving money now!

NHS Pensions and related advice

We are aware that some colleagues have concerns about membership of the NHS Pension scheme and associated costs. These concerns range from those long serving or higher income colleagues who are at risk of incurring extra tax liabilities because they exceed their tax free pension allowance – either on an annual or lifetime basis; and from those lower paid staff who are concerned about affordability of scheme membership

The Trust is working at a national level and with partners in SWL to develop solutions that are both workable and legal from a regulatory point of view. However, in advance of this work bringing results there are resources available to all staff that offer advice and help with regard to their pension options, both within and outside the NHS Scheme.

For general pensions d financial advice all Trust staff have FREE access to an independent financial advice service through Anderson Financial who can be contacted on 0117 900 1639.

Advice on Pension tax liabilities can be found in the guidance notes from NHS Employers which can be found in the links below:

Annual Allowance: the amount of pension savings an individual can make in one year without paying tax.

Lifetime Allowance: the amount of pension savings an individual can make over a working lifetime without paying tax.

My Lifestyle

The My Lifestyle staff benefits portal includes a number of financial services and resources, available to all Kingston Hospital Foundation Trust staff. You can access the portal here

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