Retirement Club insights for educators

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.

Find out the ways you can legally reduce your Inheritance Tax bill - or, in certain circumstances, avoid one altogether.

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.

A look at how you can fund your future, and why it pays to start planning now...

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

All about leaving your pension pot untouched.

Exploring your annuity options to provide peace of mind for your retirement.

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.

Giving you the freedom and control over how you collect your pension pot.

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

In this guide, we look at various ways parents and grandparents can give their children a head start on savings.

Learn how to get your affairs in order with our steps on estate planning.

If you’re not quite ready to fully retire but would like to start slow down and have more time for the things you love, phased retirement could be for you.

Learn everything you need to know about applying for ill-health benefits under the Teachers' Pension Scheme (TPS) in this guide for education professionals.