If you’re a leader in the education sector, we know you’re working hard to lead and nurture the talent of tomorrow. But are you giving enough focus to your own financial future?
As financial advice partner to the National Association of Head Teachers (NAHT), Wesleyan Financial Services helps education leaders on a range of financial topics - including pensions, retirement, investments and more.
We can help you protect the life you’ve worked so hard for, and plan for the retirement you’ve always dreamed of– offering guidance on both the Teachers’ Pension Scheme (TPS) and Local Government Pension Schemes (LGPS).
At Wesleyan Financial Services, our specialists have been working with professionals in the education sector for many years.
We understand that the needs of education leaders can be more complex than those of classroom teachers and are on hand to help navigate a variety of financial areas.
Through our partnership with NAHT and other unions, we’ve helped thousands of educators and school leaders just like you to reach their financial goals.
We know that school leaders cover a range of roles and responsibilities. Below is a short list of some of the professionals we help:
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
As a school leader, we know that your pension arrangements can differ from that of someone who teaches in the classroom every day. That’s why we offer expert guidance on the TPS, the LGPS and more.
At Wesleyan Financial Services can help you to:
Please note, we are not authorised to advise on pension transfers into the TPS or the LGPS. You will need to speak to the TPS or your LGPS provider directly if you want to explore this option.
Protect the lifestyle you’ve worked hard for with financial protection for critical illness, life insurance, mortgage, and income protection.
We can help you to find the right plan for your needs, to ensure you and your family are protected. Just book an appointment with a Specialist Financial Adviser to find out more.
Whether you’re a seasoned pro or are looking to take your first steps into investments, we can help you to save more for your retirement, your children or just to help you to continue to enjoy your existing lifestyle ensuring you maximise your allowances to do this in the most tax efficient manner.
A Specialist Financial Adviser from Wesleyan Financial Services will take the time to understand your long-term goals and how we can help you reach them financially.
Remember, the value of investments and any income can go down as well as up and you may get back less than you invest.
Passing on assets to the next generation often isn’t as simple as it may sound and could be subject to inheritance tax.
If you want to leave something for your loved ones after you’ve gone, a Specialist Financial Adviser can help you to plan your estate accordingly and make provisions to pay any inheritance tax to protect the full value of your estate.
Please bear in mind that advice in relation to inheritance tax planning is not regulated by the Financial Conduct Authority.
Tax treatment depends on your individual circumstances and may be subject to change in the future.
Ready to talk with a specialist from Wesleyan Financial Services? Our Specialist Financial Advisers can provide a full review of your financial situation.
A Specialist Financial Adviser will:
If you're not ready for full financial advice but have a query about your pension scheme, our Education Support Team will be happy to assist you.
Our meetings are held on a no obligation basis.
If you do choose to take out one or more financial products as a result, there will be an initial advice charge and often some ongoing management charges to pay.
While Specialist Financial Advisers may make recommendations for you, there’s no obligation to take out any Wesleyan products or services.
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 typically 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.
The NAHT is an introducer appointed representative of Wesleyan Financial Services.