When you think about life after work, you may already have some ideas of how you'd like to spend your retirement. If planning for the future, it's important that you understand all the options and income sources available to you. This can be made a less daunting task by speaking to a Specialist Financial Adviser from Wesleyan Financial Services.
Are you confused by the Teachers' Pension Scheme?
The Teachers' Pension Scheme is not only complex, it's also intrinsically linked to your retirement plans and the actual funds that you’ll receive in retirement.
This is why it’s really important that you understand your pension(s) and what it could mean for the future of you and your loved ones.
Booking an appointment with a Specialist Financial Adviser can help you to understand the complexities of your pension and put you on the right track for the retirement you want. They have in-depth knowledge of pension schemes, and can help you make the most of life in retirement.
Our specialists have expertise in the Teachers’ Pension Scheme, as well as the Local Government Pension Scheme and the Scottish Teachers’ Superannuation Scheme. Using this knowledge, they can ensure that you are fully informed regarding your pension and retirement options.
Expert guidance on the Teachers’ Pension Scheme
With a comprehensive knowledge of the Teachers’ Pension Scheme, a Specialist Financial Adviser will help you to understand its many aspects and what this could mean for your finances, including:
- Retirement income planning
- Understanding lump sums
- Taking your teachers’ pension early
- Early retirement or phased retirement for teachers
- How the annual allowance could affect you
- How much money you’ll need from your pension to live your desired retirement.
They will be able to explain what your membership of the scheme could mean for your future, including when you will be able to begin claiming your pension benefits.
If you're not ready for full financial advice but have a query about your pension scheme, we may support you via our Education Support Team instead.
What our customers say...
Adviser satisfaction
96% of teachers rate their Specialist Financial Adviser as very good or excellent
Specialist expertise
94% of customers agree that their Specialist Financial Adviser demonstrates knowledge of their profession
Feeling valued
94% of customers agree that Wesleyan Financial Services makes them feel valued as a customer
Frequently asked questions
Your adviser will explain any charges as part of an initial conversation. This conversation is at no charge, and allows you to agree the areas in which you would like our help and advice.
You will only be charged once you have agreed the services you wish to receive from us, and the associated costs.
To make the most of your time with your Specialist Financial Adviser, it can be handy to gather any information or documents relating to your finances. This can help to give your Specialist Financial Adviser an understanding of your assets and liabilities.
You may also be asked to complete a Financial Outline. This enables your Adviser to tailor your appointment to you, your circumstances and your future goals. If you don't complete it beforehand, you’ll need to do so as part of your appointment.
An initial meeting with a Specialist Financial Adviser will typically last around one hour, though it does depend on the complexity of your circumstances. Often the Specialist Financial Adviser may arrange a second meeting with you to present any recommendations.
Book now
Fill out the form below and we'll contact you to arrange your appointment with a Specialist Financial Adviser from Wesleyan Financial Services. If it's between 9am and 7pm, Monday to Friday, expect a call back within 5 minutes.