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Preparing for retirement PART 1 (WEBINAR RECORDING)

Event Type
Event Subject
Business management
Wednesday 4 November 2020 - Monday 1 February 2021
00:00 - 02:00
BDA e-learning
Address, ONLINE
Booking Fees
  • Essential Member: £40.00
  • Expert Member: £40.00
  • Extra Member: £40.00
  • Senior member: £40.00
  • Non member: £60.00
  • Student member: £40.00

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Preparing for retirement – Financial planning

*A recording of an online event that took place on Wednesday 4 November 2020*

This session is applicable for associates, salaried service dentists and practice owners

Additional on-demand Preparing for retirement sessions:

Preparing for retirement – Tax planning and practice sales - this session is applicable for practice owners

Preparing for retirement – Practice disposal and avoiding post-sale problems - this session is applicable for practice owners


Sponsored by:

Goodman Grant Solicitors logo
Mediestates logo

The BDA's longstanding Preparing for retirement seminar was delivered live and online in November 2020 and is now available to view on-demand until early February 2021.

The online event has been delivered in three, easy-to-access sessions, with the same great content and speakers. You can book all three parts of the online event to gain financial advice on your retirement and understand the issues associated with selling your practice. Alternatively, you can book one or two of the events depending on your current needs.



This online event will provide the participant with a guide to retirement and pension planning.


Learning objectives:

  • Understand what is needed when pre-retirement planning
  • Examine the benefits of the NHS pension
  • Identify what is required when planning at the retirement stage

Learning content:

The online event will provide the participant with the tools needed to successfully start planning their retirement.  This will be done through a series of 3 lectures. 



​19:00Pre-retirement planning
  • Changing rules – threats and opportunities
  • Start with the end in mind
  • Making the most of what you've got
  • Understanding and managing risks
  • Tax effectiveness.

Colin Williams, Independent Financial Adviser, Lloyd & Whyte

​19:35A pension perspective
  • Understand the benefits provided by the NHS pension schemes
  • Outline state pension entitlements, including the state pension age, state pension increases and how to maximise state pension entitlement
  • Be informed of any other current developments concerning pensions.

James Goldman, Associate Director of Advisory Services, BDA

20:20Planning at retirement
  • Accessing and managing your income
  • Legacy and inheritance planning.

Colin Williams, Independent Financial Adviser, Lloyd & Whyte

21:00End of event


​Member​£40 per online event
​Non-member​£60 per online event
​DCP​£20 per online event
​Non-dental spouse​£20 per online event

The above fees apply to the online version of this event.


How to watch

In order to view the recording from this event, please ensure you are logged into the website and then you will be able to register for the session using the pink 'Register' button above (top right).

Once you have completed the registration process for the webcast you will receive an automated email containing the link through to view it on the iLearn platform.

Please note it can take a little while for details of new orders to pass between servers. If after receiving your confirmation email you have successfully logged in, but the lecture is not appearing on your iLearn profile, please do give it a few more minutes and refresh your browser if you still have it open. The new session will appear in the top left when it has made it over to your account.

If you are a BDA member but do not know your website log in, contact the Events team on 020 7563 4590 or  Alternatively retrieve a password reminder.

If you are a non-member dentist or dental care professional and do not already have a BDA website login, please fill in this form and we'll set you up with a username and temporary password. Alternatively you can download the booking form and return it via email to or call the Events team on 020 7563 4590 and your order will be processed offline.

Should you experience any difficulties please contact the Events team on 020 7563 4590 or email


About the speakers

James Goldman

Colin Williams

Colin Williams
Independent Financial Adviser, Lloyd & Whyte


Thank you to our sponsors - Goodman Grant and MediEstates


Goodman Grant solicitors logoGoodman Grant Solicitors

Headed by NASDAL Lawyers Group Past Chairman Ray Goodman and ASPD Past Chairman John Grant, there is no law firm in the country better equipped to provide solutions to dentists’ legal issues. With over 75 years combined experience and the largest team of specialist dental lawyers in the country, Goodman Grant has a comprehensive understanding of the commercial and professional objectives of dental practices, along with the relevant legal requirements.
We are experienced in dealing with the intricacies of dental law which enables us to efficiently handle the specific requirements of the dental industry. As a specialist practice our team deals with dental practice transactions on a national basis from our offices in Liverpool, Leeds  and London. Our scope is not limited to dental practice sales and purchases, with experts in each area we are well equipped to assist dentists with all of their legal requirements.

Mediestates logoMediEstates

MediEstates is a family run business that has grown and developed alongside the dental industry and is now acknowledged as the largest specialist broker of Dental Practices in the UK. Our signature approach, personable yet highly driven, has seen us set the benchmark service standards within the sector. Selling your practice can be a difficult time, our expert advice is there to ease the process and inform you at every stage. Alongside our sister companies of MediCruit and MediFinancial we form the UK’s largest dental consultancy company and have the know-how to make your sale as effortless as we can.



Development Outcomes: B and D

2 hours CPD


A CPD certificate (in the name of the purchaser) will be available to download once viewing of this online lecture has been completed.



Further information

Should you have any questions regarding this online event please email the team