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Planning for the future: options for your retirement, pension, well-being and employment

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Online Course

Book for 21 May 2021

This course will provide you with tools to plan your future, to put you in control of the next phase of your life. In order to plan your future, you need to understand the options available to you, and these can be more extensive than you think. The course will explore these options which can range from retiring and taking your pension as soon as possible, to changing your current working arrangements for more free time, and many other options in-between.

The training will also address the financial aspects of planning your future; clearly your financial position will impact on what choices you can make, and when you can make them - the way your pension works and how much this is worth, will be a key component of this.

Your general well-being will also influence your future choices. If you remain well, you can make choices about your future from a position of strength.  The course will address this issue and provide practical tips to facilitate your well-being.


Head, deputy and assistant head teachers, members of leadership team currently employed in all types of education establishments over the age of 45.  This is not suitable for SBMs.


  • To provoke thinking about future choices to give you control
  • Provide an overview of the financial foundations for retirement, in particular your pension benefits
  • To provide a holistic view of your well-being in relation to future choices


  1. Understand the range of options available to you
  2. Understand your Teachers’ Pension Scheme pension entitlement and other important financial foundations
  3. To have strategies and tactics to ensure your well-being.
  4. A brief overview of the NAHT personal financial services provided by Skipton Financial Services, including information on investment planning, financial planning for retirement and inheritance tax planning
  5. Workload and work-life balance choices, including the sharing of other delegates’ practices and strategies to enhance well-being

Pre-course preparation

Please log onto “My Pension Online” on the Teachers’ Pensions’ website or register for this if you haven’t already done so, before you attend this course. This is a secure portal that lets you check and manage your Teachers’ pension online. 

Once you have done this you can access a personalised estimate of your retirement benefits, based on the service and salary details sent to Teachers’ Pensions by your employer. Please print this personalised statement and bring it with you to the course, this will allow you to discuss any questions you may have, as the facilitators we will need to understand your personal position in order to provide accurate personalised advice.   

You can log in or register for “My Pension Online” here.


Kate Atkinson and Liam McIlvenny and colleagues from NAHT Personal Finance Services (Skipton Building Society)

What people have said about this course

Kate’s specialist expertise ensure that she was able to provide a considered, focussed response to the diverse range of questions presented to her by the course participants. Where the query was outside her specialism she was honest enough to say so and signposted the questioner to a better informed information source. She gave time to meet personally with all attendees who queued for a 1:1 with her. Speaking personally, all my questions were answered succinctly and I came away with a list of action points to work on to ensure that I can look forward to the period in my life following full employment - which is something I hadn’t expected to achieve by attending the course. 

This is a fantastic course. It gave me the opportunity to consider many aspects of general financial planning and options for future retirement. When I mentioned to colleagues that I had booked on it, many were surprised as they thought it was just aimed at those who wanted to retire soon. I attended with a colleague and we both felt this is something to be considered 5 to 10 years before your likely retirement. This gives time to organise finances, consider changing working patterns, or even just to check that your pension records are up to date. I consider that I am quite knowledgeable about finances but following the course, I took up the offer of a free financial consultation. The result of this is that I have since saved almost £200 per month in outgoings and am treating myself to a new car!