As an NAHT member, you may have already benefited from access to specialist financial advice through our partnership with Wesleyan Financial Services. What you may not know is that your staff can also benefit from the same expert support. As specialists in education, Wesleyan Financial Services are well equipped when it comes to understanding teachers’ finances, including the complexities of the Teachers’ Pension Scheme (TPS).
How can your staff benefit?
Wesleyan’s experts offer face-to-face workplace presentations and webinars to help provide your staff with a clear understanding of the key features of their pension scheme, their options and benefits.
Each session is delivered by a specialist financial adviser and includes time for Q&As. Your staff can also request a personal financial review if they’d like to discuss their circumstances in more detail. Flexible delivery Sessions can be arranged around your school timetable and during INSET days or staff meetings. Wesleyan can also offer 20 minute one to one ‘surgery day’ appointments for staff looking for tailored guidance. Charges may apply. Wesleyan can also provide e-notices, posters and literature to help you to promote the session internally.
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Specialist support for those approaching retirement
For staff aged 55 and over, Wesleyan provides a dedicated pre retirement seminar to help individuals understand what to expect from their pension and plan for life after the classroom.
This session covers:
- How and when to apply for your pension
- Retirement options (e.g. exchanging income for a larger tax free lump sum, phased retirement, working beyond normal retirement age, or taking early retirement)
- Lump sum investment considerations
- State Pension guidance
With a deep understanding of the education sector and the TPS, Wesleyan is uniquely placed to support your staff’s financial well-being.
Book an adviser visit
NAHT is an introducer appointed representative of Wesleyan Financial Services Limited. Advice is provided by Wesleyan Financial Services Ltd, which is wholly owned by Wesleyan Assurance Society. 'WESLEYAN' is a trading name of the Wesleyan Group of companies. Wesleyan Financial Services Ltd (Registered in England and Wales No. 1651212) is authorised and regulated by the Financial Conduct Authority. Registered Office: Colmore Circus, Birmingham B4 6AR. Telephone: 0345 351 2352. Calls may be recorded to help us provide, monitor and improve our services to you. VAT number 487282114.