Annuities guide
Looking for a stable income for your retirement? Learn more about purchasing a guaranteed income for life, otherwise known as an annuity.
Ready to call time on your career? Making the right decisions now will be key to a happy and rewarding retirement.
Whether you’re looking at a phased retirement or you’re closing the work chapter altogether, there’s plenty to consider. How and when to take your personal pension? What to do with any lump sum you’re owed from the NHS pension scheme?
Here in the Retirement Hub you’ll find plenty of food for thought, to support your discussions with your Specialist Financial Adviser from Wesleyan Financial Services.
What can you expect from the 'At retirement' section of the hub?
If you're ready to enjoy your hard-earned retirement, this section of the Retirement Hub is for you.
To learn more about what you can expect, watch this video with Wesleyan Financial Services Regional Manager, Wendy Baillie.
Options for taking your pension
Flexi-access drawdown
See how you can take income directly from your pension as and when you need it with flexi-access drawdown and enjoy the freedom of dipping into your pension pot.
Taking a lump sum
Get access to your entire pension pot by taking all or some of your pension fund as cash lump sums.
Mixing your options
You’ve worked hard for your pension. Now it’s time to make your pension work for you. See how you can mix your pension options.
Deferring your benefits
If you’ve reached retirement and don’t need to access your pension straight away, then it could pay to leave your pension pot untouched.
Investing at retirement
Investing in funds
Considering investing but not sure where to start? In this guide, we look at how and why to invest in funds.
Investment calculator
Got a lump sum to lock away? Want to invest monthly? Our investment calculator can show you what your potential returns might look like.
Inflation calculator
Due to inflation, the buying power of your cash will reduce over time. Use this calculator to see the potential impact of inflation on your money.
2024 - Q2 market commentary
After a strong quarter for stock markets, Wesleyan reflects on some of the highlights and lowlights of Q2 in this recent market commentary.
Investing for retirement - the expert view
In this video, Alec Collie, Head of Medical at Wesleyan Financial Services, speaks to Martin Lawrence, Wesleyan's Head of Investments, about the principles of investing for retirement.
Find out about the different phases of investing for retirement - and why it's not about timing the market, but time in the market...
You're close to retirement. But how close are you to the retirement you really want?
By now, you should already have a retirement plan in place. The next step though, is to understand how on track you are to meet your goals - for the retirement you want and deserve. That's where the Wesleyan Pension Assessment Report comes in.
There are two reports you can choose from – a basic free version and a full version that provides the clearest possible picture of your retirement plan.
Manage your NHS Pension
England and Wales
Access your NHS Pension Total Rewards Statement via the NHSBSA website.
Scotland
Access your NHS Scotland Pension Scheme, run by the SPPA.
Northern Ireland
Log in to your HSC (Health and Social Care) Pension Scheme.