Pensions

Our financial planning service has been specially designed to help you achieve your lifestyle goals in retirement.  

We make it our business to know about teachers, and our Financial Consultants understand the detailed rules and regulations of the Teachers’ Pension Scheme as well as other pensions.

Our advice covers a wide range of areas, including:

  • January 2007 TPS Changes
  • Stakeholder and personal pensions
  • Legacy planning for your dependants and other beneficiaries
  • Minimising Inheritance Tax through retirement planning

Arrange a meeting with your local Financial Consultant today.
 
If you wish to maximise your pension, please call us today on
0800 358 0325 or alternatively, complete the first part of your postcode in the 'need advice' locator and contact your local Financial Consultant.