Internet Explorer and Edge browser users:
To download Word, Excel or PowerPoint files please right-click on the file you wish to download, and select 'Save target as...'

Online event: Preparing for retirement - part 1 of 3

Event Type
Event Subject
Business management
Development Outcomes (B, D)
Topic Groups (Business Management, Retirement, Finance)
Wednesday 4 November 2020
19:00 - 21:00
BDA e-learning
Address, ONLINE
Booking Fees
  • Dental Care Professional: £20.00
  • Essential Member: £40.00
  • Expert Member: £40.00
  • Extra Member: £40.00
  • Senior member: £40.00
  • Non member: £60.00
  • Student member: £40.00

Book Event

To book a place on an event you must be logged into the website


If you do not have a BDA website ID, please click here

Contact details

Contact Rebecca Quin

Tel 0207 5634177

Email a friend

Email these event details to a friend

Email event


Online event

Preparing for retirement - Part 1 of 3

Wednesday 4 November 2020 – 19.00 – 21.00

Additional online Preparing for retirement events:

Wednesday 11 November 2020 – 19.00 – 21.00 – Part 2 of 3 - click to book

Wednesday 18 November 2020 – 19.00 – 21.00 – Part 3 of 3 - click to book


Sponsored by:

Goodman grant.jpgMediestates.jpg

The BDA's longstanding Preparing for retirement seminar will now be delivered online in November 2020. 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 with the chance to ask each speaker questions at the end of their presentation. 



​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 book

If you are a BDA member, or registered user of our website you can book online. Ensure you are logged into the website and then book the event using the pink 'Register' button above (top right). If you are a BDA member but do not know your website login you can reset it here.

Alternatively please contact the Events Team on 020 7563 4590 (Mon-Fri 9am-5pm).

Or complete the booking form and return by email to 

Once payment has been received registrants will receive a booking confirmation/receipt.


About the speakers

James Goldman - photo.jpg

Colin Williams_cropped.jpg

Colin Williams
Independent Financial Adviser, Lloyd & Whyte


Thank you to our sponsors - Goodman Grant and MediEstates


Goodman grant.jpgGoodman 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 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.




2 hours CPD.  

The online event meets the educational criteria set by the GDC for verifiable CPD and is certified by the British Dental Association.

CPD certificates will be issued once attendance has been validated and questionnaire responses reviewed.


Cancellation terms

All cancellations must be received in writing by email to  Cancellations received 7 days or more prior to a virtual event will be entitled to a 100% refund. For cancellations received after this time, no refund will be given. Failure to attend the event on the day will constitute late cancellation and no refund will be given.


Further information

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