Leading On - Maximising your Teachers’ Pension

This session is the second in a two-part series and builds on the Teachers’ Pension Scheme for Beginners - Part 1 webinar.  

The session will explore some of the flexibilities in the Teachers’ Pension Scheme and how participants of the scheme may be able to maximise their benefits. It looks at the thorny issues of Lifetime Allowance and Annual Allowance Tax Charges and whether participants can address these, as well as what the future may hold with regards to the McCloud judgement. 

Regardless of when they plan to retire, there are actions that participants in the Teachers’ Pension Scheme can do now to maximise their benefits. However, most colleagues are so busy running their school, college or trust (especially at the present time) that looking after themselves and their future security ends up low down on the list of priorities.  

Many colleagues won’t explore what their benefits are until they receive a surprise letter about the Annual Allowance, or they exceed the Lifetime Allowance and need to seek advice.  

This session will explore these issues and explain the options.  The webinar will also look ahead at some possible flexibilities that may be of considerable benefit. 

Participants will understand:  

  • how to maximise the benefits of the Teachers’ Pension Scheme  
  • why individuals may be impacted by Lifetime and Annual Allowance taxes and what can be done to address this 
  • the developments on the horizon which could impact and benefit participants of the Teachers’ Pension Scheme  
There will also be the opportunity to ask questions and share ideas with other attendees. 

This session is suitable for anyone in the Teachers’ Pension Scheme. It may also be useful for those leaders who provide information to colleagues on the Teachers’ Pension Scheme. 

To attend this webinar live, you will need to ensure you have access to a computer or device that meets the Zoom system requirements.

If you cannot attend live you will receive a copy of the recording, links to any resources discussed, and the opportunity to submit questions.

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Jacques Szemalikowski

Conditions of Employment Specialist: Pensions

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