Specialist financial advice for NAHT Members
We’re proud to have partnered with Wesleyan Financial Services to offer specialist financial advice to our members and their families.
Their specialist financial advisers work specifically with education professionals and so understand the unique challenges faced by NAHT members.
We all have things that we’d like to achieve in life - both for ourselves and for our loved ones.
Whether it’s looking to make your money work harder through savings and investments, planning for a comfortable retirement, looking to remortgage or purchase a new home, or looking to ensure your loved ones are provided for and protected should the worst happen, the team at Wesleyan are there to help.
They can offer practical financial advice to help look after you and your family’s financial wellbeing. This support includes:
- Retirement planning - When you think ahead to your post-work years, how do you imagine your lifestyle? Is your pension on track to meet the retirement you deserve? With an in-depth understanding of the factors that could affect your finances, such as the Teachers’ Pension Scheme and other occupational pension schemes, plus annual allowances that may impact school leaders, its advisers can help you prepare and maximise your income for the years ahead.
- Savings and investments - We know how hard school leaders in education work, but is your money working equally as hard for you? A specialist financial adviser from Wesleyan Financial Services can work with you to understand your long-term savings goals and advise on plans and investment products that may help you achieve your aspirations. Please remember the value of investments can go down as well as up, and you may get back less than you invest.
- Inheritance tax planning - As a school leader, you’ll likely want to protect your legacy and estate so it benefits loved ones in the longer term. Wesleyan Financial Services can advise on how to reduce the tax burden for those inheriting your estate through the use of trusts and gifts^.
- Fee-free* mortgage advice - From remortgaging your existing home through to investing in buy-to-let properties, Wesleyan’s specialist financial advisers can give advice and personal assistance for every stage of your application.
- Income protection - Having an income protection plan can help provide you and your family with a regular income if you are unable to work due to illness or injury. This can provide peace of mind and financial protection, letting you focus on your recovery, without financial fear.
- Education fees planning - School and university fees can place demands on family finances. Education costs can be a long-term commitment if you want to pay for your child’s education from nursery until they finish university. Wesleyan Financial Services can advise you on your finances and help you put a plan in place to support any education fees.
- Insurance - Wesleyan Financial Services offer comprehensive insurance, including home, motor, travel and also high value home insurance for NAHT members looking for bespoke cover for specialist home insurance***.
Let Wesleyan Financial Services support you and your family’s financial future.
Request a full financial review with your specialist financial adviser to discuss your financial future by clicking below.
Your adviser will provide a full financial review that looks at your financial situation as a whole, and will arrange an initial meeting that will typically last around one hour. A follow-up meeting will often be scheduled if your adviser has recommendations for you.
Request a full financial review
Exclusive financial planning webinars
Wesleyan Financial Services also offer free-to-attend webinars for school leaders in education on a regular basis. Click here to view Wesleyan's upcoming webinars
View upcoming webinars
^Inheritance tax planning is not regulated by the Financial Conduct Authority.
Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.
* Wesleyan Financial Services acts as a broker for mortgages and will be paid a fee by the mortgage lender upon completion of the loan. Product fees may be payable to the lender. Most Buy-to-Let Mortgages are not regulated by the Financial Conduct Authority. Your mortgage is secured against your home. Your home may be repossessed if you do not keep up repayments on your mortgage.
The National Association of Head Teachers (NAHT) is a trade union whose registered office is situated at 15.11-15.12 Millbank Tower, 21-24 Millbank, London, SW1P 4QP. Telephone: 0300 30 30 333, www.naht.org.uk The NAHT is an introducer appointed representative of Wesleyan Financial Services Limited.
Advice is provided by Wesleyan Financial Services Ltd, which is wholly owned by Wesleyan Assurance Society.
Wesleyan Unit Trust Managers is wholly owned by Wesleyan Assurance Society.
'WESLEYAN' is a trading name of the Wesleyan Group of companies.
Wesleyan Financial Services Ltd (Registered in England and Wales No. 1651212) is authorised and regulated by the Financial Conduct Authority and is wholly owned by Wesleyan Assurance Society.
Wesleyan Assurance Society is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Incorporated in England and Wales by Private Act of Parliament (No. ZC145). Registered Office: Colmore Circus, Birmingham B4 6AR. Telephone: 0345 351 2352. Calls may be recorded to help us provide, monitor and improve our services to you.