Call us: 0300 30 30 333
Home Menu

Planning for the Future: Options for your retirement, pension, well-being and employment

pension pot.jpg

Online Course

Book for 19 November

Book for 4 February 2022

Book for 13 May 2022

Member - £49
Non-Member - £90

Facilitators - Kate Atkinson, Liam McIlvenny and colleagues from NAHT Personal Financial Services (Skipton Building Society)

This course will provide you with tools to plan your future, to put you in control of the next phase of your life. In order to plan your future, you need to understand the options available to you, and these can be more extensive than you think. Explore these options which can range from retiring and taking your pension as soon as possible, to changing your current working arrangements for more free time, and many other options in-between.

The training will also address the financial aspects of planning your future; clearly your financial position will impact on what choices you can make, and when you can make them - the way your pension works and how much this is worth, will be a key component of this.

Your general well-being will also influence your future choices. If you remain well, you can make choices about your future from a position of strength.  The course will address this issue and provide practical tips to facilitate your well-being.


Head, deputy and assistant head teachers, members of leadership team currently employed in all types of education establishments over the age of 45.  This is not suitable for SBMs.


  • To provoke thinking about future choices to give you control
  • Provide an overview of the financial foundations for retirement, in particular your pension benefits
  • To provide a holistic view of your well-being in relation to future choices


  • Understand the range of options available to you
  • Understand your Teachers’ Pension Scheme pension entitlement and other important financial foundations
  • To have strategies and tactics to ensure your well-being
  • A brief overview of the NAHT personal financial services provided by Skipton Financial Services, including information on investment planning, financial planning for retirement and inheritance tax planning
  • Workload and work-life balance choices, including the sharing of other delegates’ practices and strategies to enhance well-being

Pre-course preparation

Please log onto “My Pension Online” on the Teachers’ Pensions’ website or register for this if you haven’t already done so, before you attend this course. This is a secure portal that lets you check and manage your Teachers’ pension online. 

Once you have done this you can access a personalised estimate of your retirement benefits, based on the service and salary details sent to Teachers’ Pensions by your employer. Please either save this as a PDF or print this personalised statement and have it to hand for the course, this will allow you to discuss any questions you may have.   

You can log in or register for “My Pension Online” here.


Kate Atkinson

Kate has extensive experience in the pensions industry advising on pension and employment matters and has worked with members, trustees of pension schemes and employers throughout her career. She has recently been appointed to the Teachers’ Pension Scheme Pension Board and is also a member of Teachers' Pension Scheme Administration Review Group, the Teachers’ Pension Scheme Scheme Advisory Board and the Public Services Pensioners' Council,  Kate also regularly provides training to both pension professionals and members of pension schemes. Kate's role at the NAHT is specialist adviser where she provides members with advice relating to all aspects of their employment including any pensions issues.

Liam McIlvenny

Liam is a Specialist Adviser at the NAHT. He has an MSc in public sector management and is a Chartered Fellow CIPD.

He is professionally qualified in project management, management consultancy and in terms of ‘soft skills’, in mediation and coaching. His work experience includes the education sector within HR and general management roles in local government (London boroughs, a county council) and the DfE. He has served as Chair of Governors in both a primary and secondary school setting.


Feedback about this course

Kate’s specialist expertise ensure that she was able to provide a considered, focussed response to the diverse range of questions presented to her by the course participants. Where the query was outside her specialism she was honest enough to say so and signposted the questioner to a better informed information source. She gave time to meet personally with all attendees who queued for a 1:1 with her. Speaking personally, all my questions were answered succinctly and I came away with a list of action points to work on to ensure that I can look forward to the period in my life following full employment - which is something I hadn’t expected to achieve by attending the course. 

This is a fantastic course. It gave me the opportunity to consider many aspects of general financial planning and options for future retirement. When I mentioned to colleagues that I had booked on it, many were surprised as they thought it was just aimed at those who wanted to retire soon. I attended with a colleague and we both felt this is something to be considered 5 to 10 years before your likely retirement. This gives time to organise finances, consider changing working patterns, or even just to check that your pension records are up to date. I consider that I am quite knowledgeable about finances but following the course, I took up the offer of a free financial consultation. The result of this is that I have since saved almost £200 per month in outgoings and am treating myself to a new car!