• 2: Schools
  • 2.1: Our Services
    • 2.1.1: Age Related Pension Advice
    • 2.1.2: Consultancy for Teaching Staff
    • 2.1.3: Teachers' Guides

    • Current page is 2.1.4: Management Consultancy

    • 2.1.5: Non-Teaching Consultancy
  • 2.2: Testimonials
  • 2.3: News
  • 2.4: Seminars for Schools
  • 2.5: Teachers' Pension Scheme Members' News
  • 2.6: The Truth about Teachers’ Pensions

Management Consultancy

Positive Exit Strategies for teaching staff over 50. We will liaise with the Headteacher and Bursar to construct a cost efficient and beneficial exit strategy for any suitable members of staff. We have developed a unique proposition designed to enhance retirement benefits for the teacher whilst at the same time solving the cost issues associated with employing older, more expensive members of staff.  

Remuneration structuring

Many teachers have allowances that require Teachers' Pension contributions from both the member and the employer. It is unfortunate that in many cases, said contributions equate to zero benefit for the teacher in question. We can help ensure that the benefits accrued within the TPS are guaranteed for the member at their chosen retirement date rather than simply wasted.   

Residential Benefits 

Utilising residential emolument within a teacher's package to maximise the overall benefits provided by the Teachers Pension Scheme (applies only to those living in school accommodation). 

Stepping Down Arrangements/Maternity/Secondments/Exchanges 

Whenever a teacher's employment status changes, it is important said changes are reflected within the TPS. Many elections are time sensitive so valuable pension benefits can be lost if not actioned within a specific time period. 

Part time teachers/Peripatetic staff 

Managing the issues surrounding the back dating of pension benefits for eligible part-time staff. 

Investment Advice 

The Trustee Act 2000 requires all trustees to invest funds as though they were their own. Very few individuals invest in the overnight money markets, so is this the right place for your trustees to invest the school's money? We are able to offer sophisticated wealth improvement opportunities for the Trust's cash usually held on deposit. 

Guaranteed School Fees Plan 

A unique opportunity for the school to guarantee a child's future school fees and claim additional tax relief for the school's own use. 

Parents with problems 

A service to help parents restructure their finances in the event of financial hardship.  Scholars' Investment Partnership  A scheme designed to generate unencumbered income for the school.