Financial Planning for Retirement

Well presented and very detailed, containing some excellent information. Got through a large amount of content and raised my awareness of a number of issues. Very helpful." (Previous participant)
Knowing about the pension scheme is invaluable, not only for yourself, but also in the management of staff who are approaching retirement age.
During these popular sessions, the Teachers’ Pension Schemes and the opportunities within it will be covered in detail, providing a valuable insight into planning for retirement for you and your colleagues.
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Stephen Casey

Pensions Specialist

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Participants will:

  • Gain knowledge of all three teacher pension schemes, how much they cost and how much they accrue
  • Find out how to calculate their own pension, including the effects of taking their pension early
  • Learn how to increase their pension fund
  • Gain an understanding of the current tax regimes on pensions and receive up-to-date information on the State Pension
  • Have an understanding of the impact of inflation and gain insight into the principles of investing capital
  • Learn about the benefits of taking professional financial advice

Stephen Casey, ASCL Pensions Specialist

Financial Advisor from Lighthouse Financial Advice

These seminars are suitable for headteachers, senior leaders who may be approaching retirement or wanting to extend their knowledge of their pension scheme, and those with a responsibility for managing payroll and HR in schools and colleges.