HR

Overview

This workshop will provide colleagues with an understanding of how pension benefits are calculated across the various sections of the scheme, early retirement and phased retirement options, lump sum choices at retirement, ways to maximise retirement savings, and key retirement planning considerations.

Our Aims

· Provide a supportive introduction to the practical and financial considerations involved in planning for retirement.

· Help staff explore their personal priorities, timescales and the questions they may wish to consider before making decisions.

· Build colleagues’ confidence in accessing relevant information and seeking appropriate guidance about their retirement plans.

· Enable staff to identify clear next steps as they begin or continue preparing for retirement.

Course Leader

Andrew Bloxsome
Specialist Financial Adviser at Wesleyan

As a specialist financial advisor, Andrew has been advising those in the teaching profession for more than a decade. His wealth of knowledge in the financial services industry means he can offer bespoke, tailored guidance to teaching professionals at every stage of their career, especially around retirement planning and the Teachers’ Pension Scheme. Andrew has built his reputation on honesty, reliability and excellent service, proven through ongoing client referrals and recommendations.