Designed to help you face your sector’s challenges
Our services range from long-term relationships to one-off support, working closely with Governors, Senior Leadership Teams, Bursars, academic and operational staff.
How we help
Some of our range of consultancy services:
Teachers’ Pension Scheme review
We’ll help you make an informed decision about the future of TPS and its suitability for your school, so you and your staff can move forward with confidence.
Efficient structuring of remuneration for Heads and teachers
Get advice and guidance on how to structure a new SLT member or Head’s benefit package, in a way that balances both the individual and school’s needs.
Retirement strategies
We’ll give your staff help and support in understanding how best to take their retirement benefits, constructing a bespoke strategy that follows TPS guidelines.
Pension presentations for teachers
Our presentations and one-on-one meetings can help to educate members of the TPS in understanding the scheme, their financial wellbeing and how they may be impacted by any changes.
Exit strategies
Many teachers are curious about their options for early retirement. We work with TPS members and employers to build a sensible, cost-effective solution to benefit both parties.
Serious ill health
We’re trained to provide sensitive, tailored advice to TPS members suffering from serious ill health, letting them know the best way to utilise their scheme benefits.
Existing scheme review
We can provide an objective review of the scheme, covering important issues such as scheme structure, charges, contribution rates, retirement options, and the quality of underlying investment funds.
Individual services
Our other teams available to support you
Succession Wealth Management: help to achieve any personal financial ambitions and create a bespoke plan, with views on risk and key financial milestones.
Succession Financial Management: discover mortgage and individual protection advice, combined with a restricted investment service.
Succession Employee Benefit Solutions: provide employee benefits advice, consultancy and support to clients of all types and sizes, whether they need assistance with workplace pensions, group risk or staff communications.
Our brochure
Learn more about us
To get a fuller picture of our services, expertise, and the way we’ll work with you, take a look at our brochure.
Ready to speak to us?
Get in touch to request an initial free, no-obligation meeting. This is a chance for us to get to know each other better.
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