As financial advice partner to the National Association of Head Teachers (NAHT), Wesleyan Financial Services helps education leaders to navigate a range of financial topics – including pensions, retirement, investments and more.
On this page
Perfecting finances for school leaders
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?
Our specialists have been working with education professionals 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 with a variety of financial areas.
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).
Who do we help?
We know that school leaders cover a range of roles and responsibilities. Below is a short list of some of the professionals we help:
- Headteachers
- Executive Leaders
- Deputy & Assistant Headteachers
- School Business Managers
- Children’s Centre Leaders
- Heads of Year & Heads of Department
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
What we cover
Retirement planning
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, to help with planning for retirement.
A Specialist Financial Adviser from Wesleyan Financial Services can help you to:
- Work out how much income you’ll need at different stages of retirement and what action you might need to take to achieve this
- Understand the range of options available to exit the profession at your own pace
- Utilise additional pension planning to avoid the 60% tax trap for those earning over £100k per annum
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.
Protecting your finances
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.
Investment advice
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
- Save for your children
- Or just to help you to continue to enjoy your existing lifestyle
We can help you to do this and ensure you’re maximising your allowances 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.
Planning your estate
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.
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, to help with planning for retirement.
A Specialist Financial Adviser from Wesleyan Financial Services can help you to:
- Work out how much income you’ll need at different stages of retirement and what action you might need to take to achieve this
- Understand the range of options available to exit the profession at your own pace
- Utilise additional pension planning to avoid the 60% tax trap for those earning over £100k per annum
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
- Save for your children
- Or just to help you to continue to enjoy your existing lifestyle
We can help you to do this and ensure you’re maximising your allowances 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.
How our advice works
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:
- Take the time to understand your current situation, financial goals, and attitude to risk
- Analyse your financial situation before you meet, so you can spend the meeting investigating solutions. They’ll appraise your income and outgoings and your current and future needs
- Help you understand your financial options, selected to suit your needs and goals
- Do the research, paperwork and behind-the-scenes workings
- Create a unique and detailed financial plan to help you prioritise and develop for the future
Convenient financial support
We know you’re busy, that’s why our appointments can be arranged at a time to suit you. You can book an online appointment to meet with your Specialist Financial Adviser via video call to make accessing our advice as convenient as possible.
If you’re not ready for full financial advice but have a query about your pension scheme, we may support you via our Education Support Team instead.
Alternatively, register to watch our latest webinar series, designed specifically for school leaders. These are often hosted by a Specialist Financial Adviser from Wesleyan Financial Services.
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Specific advice for someone working in education
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Frequently asked questions
To make the most of your time with your Specialist Financial Adviser, it can be handy to gather any information or documents relating to your finances. This can help to give your Specialist Financial Adviser an understanding of your assets and liabilities.
You may also be asked to complete a Financial Outline. This enables your Adviser to tailor your appointment to you, your circumstances and your future goals. If you don't complete it beforehand, you’ll need to do so as part of your appointment.
The NAHT is an introducer appointed representative of Wesleyan Financial Services.