HeadteacherChat’s Review of: Wesleyan - Specialist Financial Advice for teachers

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Read the full review below...

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How does Wesleyan describe their product?

At Wesleyan Financial Services, we can help you choose the right financial products for your life goals. Whether you want to invest your money, protect your income or learn more about the Teachers’ Pension Scheme, we’re here to help.

With a dedicated team of Financial Advisers specialising in providing bespoke financial advice to teachers, Wesleyan Financial Services can support you at every stage of your career and beyond.

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We understand how busy you are, with the constant demands of shaping young minds,  supporting staff and being an integral part of a local community. That's why we've introduced quick and easy appointments that can be arranged at a time that suits you.

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As we are approved by NASUWT and other unions, we provide members with a wide range of regulated financial services. This includes financial advice on investments, mortgages, the Teachers’ Pension Scheme and more. Founded in 1841, Wesleyan is a ‘financial services mutual’ providing specialist financial advice to the education sector. As a mutual, becoming a members means individuals can also access a wide range of benefits such as discounts on insurance. For details on ‘Mutuality and you’, please follow the link: Mutuality | See how we're all about you | Wesleyan

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What does it enable you to do?

For many people working in education, the prospect of dealing with their pension is often daunting or possibly quite low on the priority list, particularly for teachers in the early stages of their career. However, by dedicating just a little time and effort, Wesleyan Financial Services can answer many questions, help you plan and provide options for your future.

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Having supported professionals for over 180 years, Wesleyan Financial Services have a wealth of experience and knowledge on which to draw. Dedicated Specialist Financial Advisers can speak with individual members of staff, but many organisations find that Wesleyan’s staff seminar provides the most effective and inclusive way of informing staff. This is an interactive session with delegates encouraged to ask questions and there is no cost to the school. It can be delivered face to face or via a webinar.

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Topics covered include:

• Understanding the benefits of your occupational pension scheme - whether TPS, LGPS or STSS
• Planning for a successful retirement
• Key financial guidance for ECTs
• Promoting financial health and well-being

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Following the seminar, individuals can schedule a personal appointment with a Specialist Financial Adviser to discuss their own circumstances and ask specific questions. Again, these appointments are free of charge. Topics that can be covered include investments, mortgages and income protection plans but the Teachers’ Pension Scheme is by far the most common.

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What are the benefits of using Wesleyan?

Wesleyan will:

• Help you understand how much income you’ll need at different stages of retirement
• Calculate the effect of a phased retirement, or working past your retirement date
• Make sure your lifetime allowance is protected.
• Help you understand your financial options, selected to suit your needs and goals
• Do the research, paperwork and behind-the-scenes workings
• Create a unique and detailed financial plan to help you prioritise and develop for the future.
• Provide a range of member benefits

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To book a no-obligation, personal review, customers can use the above link to make an appointment:

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Enquiry form - Teachers (wesleyan.co.uk)

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To book a 1-hour, whole-staff seminar please contact:

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Vicky Newton-Gore

Business Development Consultant – North UK

Mobile: 07436 182219

Vicky.newton-gore@wesleyan.co.uk

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Ahilan Shandrakopal

Business Development Consultant – South UK

Mobile: 07818 011 524

Ahilan.shandrakopal@wesleyan.co.uk

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In summary, Wesleyan has the HeadteacherChat Stamp of Approval because:

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‘We were really impressed with their knowledge and understanding of the Teacher Pension Scheme and other financial services. We found them really approachable and supportive and were able to answer lots of our questions with clarity and detail.’ Lucy Coy

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