6 min
Oonagh Morrison, Regional Manager from Wesleyan Financial Services, highlights why pension gaps are still a problem for women and looks at ways to mitigate these gaps.
7 min
In this podcast, Specialist Financial Adviser from Wesleyan Financial Services, Will Adams, covers commonly asked questions teachers have about their pensions and retirement.
9 min
How can you reduce the amount of inheritance tax you pay when you die? From making a will to spousal exemptions, we share ways to help you leave more to your loved ones.
4 min
William Adams, Specialist Financial Adviser from Wesleyan Financial Services, shares his insights on retirement planning for teachers.
5 min
The bespoke way to take your pension savings to suit your retirement.
However far away retirement might be for you, it’s never too early to start thinking about how you’re going to fund it. In this guide, we share everything you need to know about investing for your future.
How's your knowledge of the nil rate band? Learn all about inheritance tax planning in this handy guide.
2 min
Deferring your pension benefits isn’t always as straightforward as it sounds, and it’s important to check any conditions with your pension provider before making any decisions. Read more.
8 min
An annuity, or guaranteed pension income, is one of the ways you can use your pension pot to fund your retirement - but it's important to do your research. Read more in this guide.
Worried about inheritance tax eating into your estate? Proper estate planning can help you leave more to those you love most.
Gifting assets when you're still alive is a common inheritance tax strategy. Here are rules around what you can give, and when.
3 min
Research from TeacherTapp commissioned by Wesleyan Financial Services has uncovered why headteachers aren’t making the most of phased retirement.
Find out what managed funds are, how they work and how to start investing in them - as well as handy tips on diversification, affordability and tracker funds.
How you can dip into your pension pot throughout your later years.
In this guide, we look at various ways parents and grandparents can give their children a head start on savings - from junior ISAs to fixed-term savings and more.
Learn how to get your affairs in order with our steps on estate planning.
If you’re not quite ready to fully retire but would like to start slow down and have more time for the things you love, phased retirement could be for you.
Learn everything you need to know about applying for ill-health benefits under the Teachers' Pension Scheme (TPS) in this guide for education professionals.
Financial wellbeing has been a blind spot that is now starting to get the attention it deserves, yet research by the CIPD has found that only one in ten (11%) employers actively focus on this area.
Find out how changes to the scheme could impact your retirement plans.
