Experts in Teachers’ Retirement Seminars for over 30 years
0345 644 2585

SEMINAR OVERVIEW

Our one-day seminar is an ideal way for teachers and their families to prepare for retirement.

The outcome of our course will prepare you for retirement and you will be confident you understand your pension scheme and be aware of the key financial issues that may need addressing.

The One-day course will address the following concepts below;

  • Physical and Mental Wellbeing
  • Health and Medical Considerations throughout retirement
  • How to improve retirement income
  • Early retirement and Actuarially Adjusted Benefits (AAB)
  • Annual and lifetime allowance
  • Paid work after retirement
  • Retirement through ill health
  • Understanding the Teachers’ Pension Scheme
  • Maximizing the state pension and other benefits
  • Recent changes to TPS and the impact of McCloud case
  • Protecting your family (pre and post retirement)
  • Wealth Management and Succession Planning
  • Reducing your Inheritance Tax Liability
  • Money Management and Budgeting in retirement
  • Logistics of applying for your pension

PLAN FOR A FINANCIALLY SECURE RETIREMENT, THEN LIVE LIFE TO THE FULL

What a useful and info-packed day! Where else would I have heard this information?”
Lorna Jackson, Headteacher, Maryland School