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Planning for a secure future for you and your family is one of the most important steps you will ever take. We have worked with education professionals for a number of years and find them to be extremely busy and astute people. Generally, they are aware of the value that effective financial planning can provide however, given the demands of such a busy working life, they do not have the time to dedicate to it.
We are experts in providing advice to teaching professionals on their pensions and help maximise their retirement provision. We also currently look after the Foundation's Support Staff Pension Scheme, providing bespoke advice to the members to enable them to achieve their goals and aspirations.
In our experience, many of our professional clients have benefitted from advice in the following areas:
- Inheritance tax and Estate planning
- Planning your savings and investments efficiently
Whether you are a new Teacher, a member of the support staff or a Teacher approaching retirement, we will create a financial plan suited to your individual requirements.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.