Non-Teaching Consultancy
Pension Scheme Analysis
Will review the performance and charging structure of your existing pension arrangements and compare these to the fund-sector average. Should your existing funds prove to be poor performers, alternatives will be recommended.
Pension Scheme Administration
Affinity can administer the complete scheme, ensuring the Trustees comply with Pensions Act legislation.
Pension Scheme Advice
A three stage program designed to assist staff:
- Joining - advising on the appropriate investment decision, contribution etc.
- Reviewing - members receive an annual opportunity to review their benefits.
- Retiring - walking members through the maze of decisions at retirement.
Pension Simplification: The issues
The pension rulebook is due to be changed in 2006. It is the Trustees' responsibility to act in the best interests of the members. Is your scheme able to cope with the changes? How will the changes affect your staff? Is it time to review your proposition? This module will help keep your scheme on track.
Affinity Staffcare
A tailor made facility enabling a school to manage their entire staff benefits proposition on-line:
- Staff pensions.
- Death in service benefits.
- Private Medical Insurance.
- Payroll integration.
- Value function (do staff value the cost of their free meals, accommodation etc?).
- Intranet integration.
Quarterly Finance Workshops (also available for teachers)
Topical finance workshops (45 minutes) covering:
- Mortgage endowment shortfalls.
- Tax avoidance and state benefits.
- Investment planning.
- Mortgage restructuring.
- Buy to Let.
- Inheritance Tax.
- Financial Protection.
Retirement Seminar
A seminar designed for the non-teaching staff planning for retirement. Its format is similar to the Teacher's Retirement Seminar.
