Helping to plan for the retirement you deserve
You've spent years planning lessons. Now's the time to plan for the retirement you’ve worked hard for.
At Wesleyan Financial Services, we help teachers and educators just like you, to make sense of your financial position and see how soon you might be able to call time on your career.
And when it’s time to take your hard-earned pension, we’ll explore your options for collecting your cash and investing your lump sum.
What our customers say...
94% of customers agree their Specialist Financial Adviser demonstrates knowledge of their profession
96% of teachers rate their Specialist Financial Adviser as very good or excellent
94% of customers agree that Wesleyan Financial Services makes them feel valued as a customer
Retire your way
Ease into retirement
There’s no one-size-fits-all approach to retirement. That’s why we’re here to help you retire when and how you want.
For some, this means slowing down before stepping away. If you’re looking to gradually transition into retirement or dip into your pension pot while you continue to teach, we can help you with any additional planning.
Step back sooner
If you’re longing for some extra retirement years, you might be considering retiring early. But what you get back in time needs to be factored into your retirement planning, as you’ll have more years to fund.
We can help you understand how much you’ll need to retire early and what it could mean for your Teachers’ Pension benefits. If you have Additional Voluntary Contributions (AVCs) with Prudential, these could be factored into your early retirement plans too.
There’s no one-size-fits-all approach to retirement. That’s why we’re here to help you retire when and how you want.
For some, this means slowing down before stepping away. If you’re looking to gradually transition into retirement or dip into your pension pot while you continue to teach, we can help you with any additional planning.
If you’re longing for some extra retirement years, you might be considering retiring early. But what you get back in time needs to be factored into your retirement planning, as you’ll have more years to fund.
We can help you understand how much you’ll need to retire early and what it could mean for your Teachers’ Pension benefits. If you have Additional Voluntary Contributions (AVCs) with Prudential, these could be factored into your early retirement plans too.
How our advice works
There’s a couple of ways we can support you when you’re ready to talk to us.
Our Specialist Financial Advisers can provide a full review of your financial situation and help you to build your retirement plan, or our team of Education Support Specialists can help you with a range of specific queries.
Book your appointment today and we’ll provide the support that’s right for you.
Please note, we are not authorised to advise on pension transfers into the Teachers' Pension Scheme (TPS). You will need to speak to the TPS if you want to explore this option.
Just need a question answered on the TPS?
When we can help
Pre-retirement
As you retire
Throughout retirement
Frequently asked questions
You'll only pay an advice fee if you decide to take out one of Wesleyan’s products or services as a result of your appointment. Specialist Financial Advisers from Wesleyan Financial Services will often make a recommendation for you, but there’s absolutely no obligation for you to take out any Wesleyan products.
If you’re meeting with a Specialist Financial Adviser, it can be handy to have your questions ready, as well as any information or documents relating to your finances.
This could include any savings and investments, your current Teachers’ pension statement and any life insurance or income protection policy details.
You may also be asked to complete a ‘Financial Outline’ ahead of the session. This enables you to tell your Adviser about your current circumstances and future goals, so they can prepare an appointment tailored to you.
If you choose not to complete the Financial Outline in advance, you’ll need to do it as part of your appointment.
An initial meeting with a Specialist Financial Adviser will last around one hour, although it does depend on the complexity of your circumstances.
A meeting with an Education Support Specialist will usually be shorter, and the appointment itself may be quicker to arrange.