An Introduction to Pensions, Tax and Retirement

*Free for ASCL members*

Quilter Financial Advisers is a Premier Partner of ASCL, a leading financial business with financial advisers throughout the whole of the UK. Their purpose is to help people achieve their aspirations through expert financial planning.

Quilter is delivering a number of free financial planning webinars to help you understand:
 
  • inheritance tax and estate planning
  • the Teachers' Pension Scheme
  • the Local Government Pension Scheme
  • how to prepare for retirement
  • taxation
  • how to protect your family should the unexpected happen
  • savings for your children and grandchildren.
All of the webinars will be delivered live by one of their experienced professional financial advisers. If you would like to take advantage of a follow up one-to-one appointment with an adviser, there will be an opportunity to request this either during or after the webinar. If you are unable to attend the webinars, please email QFAinfo@quilter.com with your contact details and they will arrange a free initial personal telephone appointment.

The webinars below are relevant to different target audiences, so please attend the ones relevant to you.
Speaker
speaker thumbnail
Andrew Walsh-Waring

Quilter Financial Advisers

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  • Learn the principles of investing.
  • Boost your pension provision, so you will be able to enjoy a comfortable retirement.
  • Build up a nest-egg tax-efficiently, for yourself or for your children or grandchildren.

Date and time: Wednesday 21 January 2026 10.00–11.00am

Suitable for: Associate / Retired Members

Key learnings:

  • How Inheritance Tax (IHT) works
  • Wills and gifting
  • Estate planning strategies

Date and time: Wednesday 21 January 2026 3.45 - 4.45pm

Suitable for: Executive Head, CEO, Headteacher Principal, Deputy Heads/Vice Principal Assistant Heads and Assistant Principal

Key learnings:

  • Basic understanding of pension rules and guidelines.
  • Protection your pension.
  • Pensions and taxation.

Date and time: Wednesday 25 March 2026 10am-11am

Suitable for: all members of the Local Government Pension Scheme approaching retirement

Key learnings:

  • How the Local Government Pension Scheme works.
  • AVCs and other ways of boosting your pension provision.
  • Recent changes to the pension and how it affects you.

Date and time: Wednesday 25 March 2026 3.45 - 4.45pm

Suitable for: all members of the Teachers' Pension Scheme approaching retirement

Key learnings:

  • How your pensions work, including the state and Teachers' Pension Scheme.
  • Recent changes to pensions and how they affect you.
  • Early retirement: could it be an option for you?

Date and time: Wednesday 24 June 2026 3.45pm - 4.45pm

Suitable for: all members

Key learnings:

  • Learn the principles of investing.
  • Boost your pension provision, so you will be able to enjoy a comfortable retirement.
  • Build up a nest-egg tax-efficiently, for yourself or for your children or grandchildren.

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Retiring and Thriving: Planning for retirement programme

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  • Retirement