£8.5bn total assets
£36M investment return boost
£589.1m Group Fund
£34.5m sustainable business investment
£3.9m Wesleyan Foundation reward
Here for you at every stage of your life
Starting a career
Through university, graduation and transitioning into working life:
- Financial education programme
- 'The Next Step'
- Savings options
Putting down roots
Buying a home and building your family:
- Saving for a deposit
- Mortgage advice
- Saving for you and your family’s future
- Protecting your income and home
Starting and growing a business
Whether you’re starting your own business, becoming a partner or buying a practice:
- Commercial protection and insurance options
- Dental membership plans
- Patient finance
Building a secure future
Saving for your future - including planning retirement options
- Savings and investment products
- Buy to let mortgage advice* and landlord insurance
- Starting a pension
- Retirement planning advice support by our specialist knowledge of occupational pension schemes
- Retirement options including pensions, flexible access drawdown and annuities
* Most buy to let mortgages are not regulated by the Financial Conduct Authority.
Retirement and later life
Make sure you have a comfortable retirement and that inheritance affairs are in order:
- A range of retirement options including flexible access drawdown and annuities
- Inheritance tax planning and capital gains tax planning
Inheritance tax planning is not regulated by the Financial Conduct Authority.
We’re all about you
Independent Financial Advisers (IFAS)
Our mutuality is an integral part of who we are and how we operate. We don’t have shareholders which means we can take a long-term view. It also means we can share our success and how we run our business with our members.
We thrive by staying true to the needs of the people who matter most - our members, our customers and colleagues, as well as to the communities in which we all live and work.
Wesleyan’s purpose is to create brighter financial futures for the professions we trust - doctors, dentists and teachers. We aim to achieve this by delivering our strategy which will see us become a true lifelong partner to our customers, brilliant to do business with and leverage our mutuality with edge to provide added value for members, customers, and colleagues.
The Society aims to meet the highest standards of corporate governance. For all our customers and policyholders, the Board has chosen to adopt the UK Corporate Governance Code.
To learn more about our Senior Leadership Team, the Board of Directors and the Directors’ Remuneration Report, see our Governance Report.
We comply with the non-financial reporting requirements contained in sections 414CA and 414CB of the Companies Act 2006.
Read more about the initiatives we’ve taken in these key areas:
- Environmental matters
- Social matters
- Respect for human rights
- Anti-corruption and anti-bribery