Pre-retirement
Get one-off or ongoing advice on pension planning and building a retirement fund
When we can help
As you retire
Enjoy a smoother transition into retirement – from leaving the classroom to collecting your pension
Throughout retirement
For peace of mind during your later years we can help you manage your income and changing needs
Helping you plan for your dream retirement
You've spent years planning lessons. Now's the time to plan for the retirement you deserve.
At Wesleyan Financial Services we help teachers and educators just like you, to make sense of your financial position, to see how soon you might be able to call time on your career.
And when it’s time to take your hard-earned pension, we’ll explore your options for collecting your cash and investing your lump sum.
Retire your way
Ease into retirement
There’s no one-size-fits-all approach to retirement. That’s why we’re here to help you retire when and how you want.
For some, this means slowing down before stepping away. If you’re looking to gradually transition into retirement or dip into your pension pot while you continue to teach, we can help you with any additional planning.
Step back sooner
If you’re longing for some extra retirement years, you might be considering retiring early. But what you get back in time needs to be factored into your retirement planning, as you’ll have more years to fund.
We can help you understand how much you’ll need to retire early and what it could mean for your Teachers’ Pension benefits. If you have Additional Voluntary Contributions (AVCs) with Prudential, these could be factored into your early retirement plans too.
How our advice works
There’s a couple of ways we can support you when you’re ready to talk to us.
Our Specialist Financial Advisers can provide a full review of your financial situation and help you to build your retirement plan, or our team of Education Support Specialists can help you with a range of specific queries.
Book your appointment today and we’ll provide the support that’s right for you.
Please note, we are not authorised to advise on pension transfers into the TPS. You will need to speak to the TPS if you want to explore this option.
Just need a question answered on the TPS?
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
Plan your dream retirement
Frequently asked questions
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Is the advice free?
Our meetings are held on a no obligation basis.
If you do choose to take out one of our 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 is no obligation to take out any Wesleyan products or services.
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What should I prepare ahead of the meeting?
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.
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How long does the meeting last?
An initial meeting with a Specialist Financial Adviser will 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.