Financial planning seminars tailored to your professional needs
FREE Financial Planning Seminars
Wesleyan for Teachers provide specialist financial education and advice exclusively to Teachers. We are currently offering FREE educational in school presentations. Below is a brief summary of the topics covered.
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 in your school or would like to be informed of when and where our next seminars are taking place, then please complete the online registration form and we will be in touch.
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.
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State benefits guide
An overview of Inheritance Tax (IHT) is also covered and we provide brief details of Trusts and discuss ways to reduce the burden of IHT.
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Lifetime financial planning
- Aims to give a basic understanding of financial planning throughout the career of a teaching professional.
- We cover the mortgage market, looking at options for both purchasing and remortgaging through our whole of market mortgage service We explain how to protect your income in the event of sickness, incapacity or death and your pre and post retirement options.
- We cover tax-efficient and regular savings & investments and how to increase the potential growth on savings compared with bank or building society savings accounts.
- We discuss why you should save and invest money, risk versus reward and tax-efficiency
You can register by completing the online registration form.