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Cardiff and South East Wales Section

Event Type
Event Subject
Personal development
Development Outcomes (B)
Topic Groups (Retirement)
Wednesday 5 July 2023
18:30 - 21:00
The Vale Resort
Hensol Park, Hensol, PONTYCLUN, Vale of Glamorgan, CF72 8JY, Wales
Raj Passi
Booking Fees
  • Dental care professional: £30.00
  • Essential member: £30.00
  • Expert member: £30.00
  • Extra member: £30.00
  • Senior member: £30.00
  • Non-member: £45.00
  • Student member: £30.00

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Contact details

Contact Natalie Carmichael

Tel 020 7563 4590

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Pensions: Do you understand yours? An evening with Legal and Medical

Wednesday 5 July 2023

Branch / Section

Cardiff and South East Wales Section


Vale Resort.jpg

The Vale Resort, Hensol Park, Hensol, Pontyclun, Vale of Glamorgan CF72 8JY, Wales


18:30 Registration and refreshments

19:00 Buffet

19:30 Lecture

20:30 End of lecture

21:00 End of event


​BDA members - £30

Non-member dentists - £45

DCPs - £30


1 hour 

​​Aims How the McCloud NHS pension ruling will work, new flexible retirement rules in the NHS and how the abolition of the lifetime allowance might affect you.
Learning objectives
  • Understand recent changes to pension rulings
  • Better planning for future pension lifetime allowance
  • How financial planning can help you to plan for your retirement
  • What financial advisors do to help with this planning.

​​​Learning content

A lecture with the opportunity to ask the speaker questions at the end.

Development outcome




Raj Passi

Raj joined the financial services industry in 1995, working as a financial adviser for Medical Sickness Society before joining Legal & Medical as an Independent Financial Adviser in 2003.

Alongside his over 24 years’ experience advising medics and dentists, he holds the Diploma in Financial Planning (Dip PFS) and is a Legal & Medical shareholder.

How to book / enquiries

Online - preferred booking option

Login to the BDA website first.

Then use the pink 'Register' button at the top right of this page.

Please note: If you have a GDC number you can use the online system. You do not need to be a BDA member.

If you do not already have a BDA website username and password, fill in the form and we'll set you up with a username and temporary password.

By booking form - email only

Please complete the booking form (PDF version) or booking form (word version) to make your booking and return it to us at email - branchsectionevents@bda.org

By telephone 

Call the Events team on 020 7563 4590 to book over the phone (open Monday to Friday 09:00-17:00).

For registration queries email us at branchsectionevents@bda.org.

Full terms and conditions (including cancellation policy)

COVID-19 and staying safe

The BDA recommends the below measures to continue to keep attendees safe during this event:

  • If you feel at all unwell, we encourage you to take a lateral flow test the evening before you are due to arrive - should your test result be positive, we ask you not to attend

  • We advise sanitising your hands on arrival and continue to sanitise/wash your hands regularly throughout the event

  • We offer flexibility to transfer to a future event should you find yourself prevented from attending due to self-isolation or the onset of COVID-related symptoms.

If you have symptoms of COVID-19 (a new, persistent cough; a high temperature; or loss/changes to your sense of taste or smell) we kindly request you do not attend the event, although it is not a legal obligation to do so.

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