• Book a Financial Review
  • Let us answer your pension questions

    Straightforward financial guidance

    Some of the key areas we can help you with include:

    - annual and lifetime allowance implications
    - the impact of the 2015 pension changes
    - maximising your current benefits
    - options around scheme pays
    - potential retirement considerations

    Through booking a no obligation review with your local Financial Consultant, they can asses your personal circumstances and make recommendations on the solutions that work best for you.

    Book a Financial Review


    In addition, you can also discuss other areas such as savings, investing, mortgages and protection.

    Why Choose Wesleyan?

    Helping customers for over 175 years

    Wesleyan Financial Services is part of the Wesleyan Group of Companies, which was established with Wesleyan Assurance Society during Queen Victoria's early reign with a strong heritage founded on caring for our communities and a long history, which started during the Industrial Revolution in Birmingham.

    Financial Strength

    Our long-tem approach is key to our investment success and allows us to make decisions in our customers best interests, rather than reacting to the short-term wins of the markets.

    Book a Financial Review


    We work closely with members of the medical profession through our Advisory Boards, who provide additional insight to help shape the service we provide.

    Financial Guidance from University to retirement

    Your career path

    How Wesleyan supports

    Your career path

    Through university, graduation and transitioning into working life.

    Wesleyan Financial Services Ltd is a broker and insurance products are provided by a number of insurers.

    Specialist financial advice

    • Financial education programme, The Next Step
    • Student Income Protection
    • Gadget insurance
    • Savings options

    Buying a home, starting a family

    Putting down roots, becoming a home owner, becoming a parent.

    Your mortgage is secured on your home. Your home may be repossessed if you do not keep up your repayments.

    Specialist financial advice

    • Saving for a deposit
    • Mortgage advice
    • Saving for you and your family’s future
    • Protecting your income and your home

    Starting a business

    Starting your own business, becoming a partner, buying a practice.

    Wesleyan Bank Ltd acts as both a credit broker and a lender. Commercial funding is provided by Wesleyan Bank Ltd.

    Specialist financial advice

    • Commercial funding range including loans and asset finance
    • Commercial protection and insurance options

    Building your wealth

    Saving for you and your family's future including planning retirement options.

    Most Buy to Let Mortgages are not regulated by the Financial Conduct Authority.

    Please remember the value of investments, and any income can go down as well as up and you may get back less than you invest.

    Specialist financial advice

    • Range of saving and investment products
    • Buy to Let Mortgages advice and Landlord Insurance
    • Retirement planning advice backed by specialist knowledge of occupational pension schemes
    • Retirement options including Pension, Flexible Access Drawdown and Annuities

    In Retirement

    Ensuring a comfortable retirement and that inheritance affairs are in order.

    Inheritance Tax Planning is not regulated by the Financial Conduct Authority.

    Tax treatment depends on individual circumstance and can change in the future.

    Specialist financial advice

    • Retirement range including Flexible Access Drawdown and Annuities
    • Inheritance Tax Planning/Capital Gains Tax Planning

    Your career path

    How Wesleyan supports

    Your career path

    Through university, graduation and transitioning into working life.

    Wesleyan Financial Services Ltd is a broker and insurance products are provided by a number of insurers.

    Specialist financial advice

    • Financial education programme, The Next Step
    • Student Income Protection
    • Gadget insurance
    • Savings options

    Buying a home, starting a family

    Putting down roots, becoming a home owner, becoming a parent.

    Your mortgage is secured on your home. Your home may be repossessed if you do not keep up your repayments.

    Specialist financial advice

    • Saving for a deposit
    • Mortgage advice
    • Saving for you and your family’s future
    • Protecting your income and your home

    Starting a business

    Starting your own business, becoming a partner, buying a practice.

    Wesleyan Bank Ltd acts as both a credit broker and a lender. Commercial funding is provided by Wesleyan Bank Ltd.

    Specialist financial advice

    • Commercial funding range including loans and asset finance
    • Commercial protection and insurance options

    Building your wealth

    Saving for you and your family's future including planning retirement options.

    Most Buy to Let Mortgages are not regulated by the Financial Conduct Authority.

    Please remember the value of investments, and any income can go down as well as up and you may get back less than you invest.

    Specialist financial advice

    • Range of saving and investment products
    • Buy to Let Mortgages advice and Landlord Insurance
    • Retirement planning advice backed by specialist knowledge of occupational pension schemes
    • Retirement options including Pension, Flexible Access Drawdown and Annuities

    In Retirement

    Ensuring a comfortable retirement and that inheritance affairs are in order.

    Inheritance Tax Planning is not regulated by the Financial Conduct Authority.

    Tax treatment depends on individual circumstance and can change in the future.

    Specialist financial advice

    • Retirement range including Flexible Access Drawdown and Annuities
    • Inheritance Tax Planning/Capital Gains Tax Planning

    HEAR FROM OUR
    SATISFIED CUSTOMERS

    We gathered feedback from your colleagues and this is what they had to say.

    See the results by clicking on one of our trusted professions.

    Source: Wesleyan Customer Survey 2019 (based on scoring 8.9 or 10 out 0f 10); NPS = Net Promoter Score, industry average for financial services is +13

    HOSPITAL DOCTORS

    91% rated their Wesleyan Financial Consultant very good or excellent.

    82% of hospital doctor customers rated their overall experience with Wesleyan as very good or excellent.

    Book your Review

    HOSPITAL DOCTORS

    72% rated the Wesleyan proposition as very good or excellent.

    +50 NPS Score - how likely customers are to recommend Wesleyan to their colleagues, family or friends.

    Book your Review

    GPs

    91% rated their Wesleyan Financial Consultant as very good or excellent.

    83% of GP customers rated their overall experience with Wesleyan as very good or excellent.

    Book your Review

    GPs

    72% rated the Wesleyan proposition as very good or excellent.

    +57 NPS Score - how likely customers are to recommend Wesleyan to colleagues, family or friends.

    Book your Review

    HEAR FROM OUR
    SATISFIED CUSTOMERS

    We gathered feedback from your colleagues and this is what they had to say.

    See the results by clicking on one of our trusted professions.

    Source: Wesleyan Customer Survey 2019 (based on scoring 8.9 or 10 out 0f 10); NPS = Net Promoter Score, industry average for financial services is +13

    HOSPITAL DOCTORS

    91% rated their Wesleyan Financial Consultant very good or excellent.

    82% of hospital doctor customers rated their overall experience with Wesleyan as very good or excellent.

    Book your Review

    HOSPITAL DOCTORS

    72% rated the Wesleyan proposition as very good or excellent.

    +50 NPS Score - how likely customers are to recommend Wesleyan to their colleagues, family or friends.

    Book your Review

    GPs

    91% rated their Wesleyan Financial Consultant as very good or excellent.

    83% of GP customers rated their overall experience with Wesleyan as very good or excellent.

    Book your Review

    GPs

    72% rated the Wesleyan proposition as very good or excellent.

    +57 NPS Score - how likely customers are to recommend Wesleyan to colleagues, family or friends.

    Book your Review

    Learn more

    A-Z Retirement Income Planning

    Download this eguide