Teachers’ Retirement Planning

Helping you prepare for an exciting future

The education sector features unique retirement complexities and opportunities. Ensuring you will be financially secure in retirement is essential for peace of mind. That is why we have experienced specialists who understand the workings of the Teachers’ Pension Scheme, offering retirement advice specific to teachers and wider teaching professionals.

It is never too late to start planning

 

We work together with you to chart the best path forwards, guiding you through the many options available to find the right one for you. Our experts will explore your goals and aspirations, demystify the retirement process, and aid you in preparing for this precious period of life.

We will help you with:

  • The intricacies of each section of the Teachers’ Pension Scheme

  • Calculating how much income you will need at different stages of retirement

  • Boosting your retirement income

  • The McCloud judgement and deferred choice underpin

  • How to manage your lump sum allowance, as well as how and when you can take your retirement benefits

  • Working in early retirement

  • Opportunities unique to the independent sector

  • Other popular schemes in the education sector, such as the Aviva Pension Trust for Independent Schools (APTIS)

  • Taxation in retirement

  • Understanding what your family will receive if you die whilst being a member of the Teachers’ Pension Scheme

 

So where do you start?

 

Talk to one of our advisers and we can get you started on your retirement journey with confidence. We help teachers throughout the UK so, no matter where you are, we can give you the advice you need to build and secure your future.