Retirement Club insights for educators

Retirement is about more than financial stability; it’s about finally having the time to do what you want. Find out how to make a successful transition to your post-work years.

Break down the complexities of the Teachers’ Pension Scheme with this guide for education professionals.

If you’re ready to claim your retirement from the classroom but don’t know how, our helpful guide provides a breakdown of considerations and steps to take.

In this podcast, Glen Roberts, Regional Manager from Wesleyan Financial Services, discusses the kinds of things teachers and educators need to know before the tax year end.

Get answers to the most asked questions around lump sum entitlement for members of the Teachers Pension Scheme.

Oonagh Morrison, Regional Manager from Wesleyan Financial Services, highlights why pension gaps are still a problem for women and looks at ways to mitigate these gaps.

In this podcast, Specialist Financial Adviser from Wesleyan Financial Services, Will Adams, covers commonly asked questions teachers have about their pensions and retirement.

How can you reduce the amount of inheritance tax you pay when you die? From making a will to spousal exemptions, we share ways to help you leave more to your loved ones.

William Adams, Specialist Financial Adviser from Wesleyan Financial Services, shares his insights on retirement planning for teachers.

The bespoke way to take your pension savings to suit your retirement.

However far away retirement might be for you, it’s never too early to start thinking about how you’re going to fund it. In this guide, we share everything you need to know about investing for your future.

How's your knowledge of the nil rate band? Learn all about inheritance tax planning in this handy guide.

Deferring your pension benefits isn’t always as straightforward as it sounds, and it’s important to check any conditions with your pension provider before making any decisions. Read more.

An annuity, or guaranteed pension income, is one of the ways you can use your pension pot to fund your retirement - but it's important to do your research. Read more in this guide.

Worried about inheritance tax eating into your estate? Proper estate planning can help you leave more to those you love most.

Gifting assets when you're still alive is a common inheritance tax strategy. Here are rules around what you can give, and when.

Research from TeacherTapp commissioned by Wesleyan Financial Services has uncovered why headteachers aren’t making the most of phased retirement.

Find out what managed funds are, how they work and how to start investing in them - as well as handy tips on diversification, affordability and tracker funds.

A pension drawdown, otherwise known as a flexi-access drawdown (FAD), is one way you can take your pension. Find out more about whether pension drawdown is right for you in this guide.

How you can dip into your pension pot throughout your later years.