Need help with financial planning? We can visit you and your colleagues at your school or at home – at convenient times for you.
Our Financial Consultants really enjoy going to school...
As part of the specialist financial advice we offer to teachers, we can arrange free seminars in your school. These allow our Financial Consultants to share their insights with both groups of teachers and individuals through personal reviews. These events tend to work well at a staff meeting or during Inset days as the content is relevant and beneficial to all teachers.
If you are interested in booking a seminar or would like to be informed of when and where our next seminars are taking place, please complete the online registration form and we will be in touch.
Financial planning for teachers – the areas we cover in our seminars:
Retirement planning
- The impact of the changes to the Teachers’ Pension Scheme
- Your choices at retirement
- Phased retirement
- Managing finances pre/post retirement effectively
- Tax implications pre/post retirement and enhancing your pension options
Register your interest
State benefits guide
We can provide an overview of Inheritance Tax (IHT) and we provide a summary of Trusts and discuss ways to reduce the burden of IHT.
Register your interest
Lifetime financial planning
In our seminars we can explain how you can benefit from financial planning throughout your teaching career. Specifically, this includes:
- Mortgages: your options for both purchasing and remortgaging through our whole of market mortgage service
- Protecting your income in the event of sickness, incapacity or death and your pre and post retirement options
- Tax-efficient and regular savings & investments and how to increase the potential growth on savings compared with bank or building society savings accounts
- Saving and investing money, risk versus reward and tax-efficiency
To arrange a financial planning seminar in your school or a personal review simply call 0800 316 7035 or complete the online form.