Testimonials

“I have been very impressed with the work of Affinity both in helping me personally to optimise my financial planning for retirement and also in raising the understanding of the Common Room at Ratcliffe about the Teachers’ Pension Scheme.

“Doug Muirhead and his team have an excellent understanding of the independent sector and provide high quality service in a most friendly and professional manner.”
Peter Farr, Headmaster, Ratcliffe College

"Extremely helpful financial advice to me personally.  Highly recommended."
B Lenon - Headmaster, Harrow

"Try Affinity; I was able to gain an insight into what is possible, what is achievable, and what is reasonable in comparative terms. Before speaking with them, I had scant understanding of the flexibility of the TPA scheme. I was reticent about negotiating retirement plans with my governors, even though they are supportive: talking about money can be embarrassing. Let Mr Muirhead expose the issues for you!

“Like most of my male colleagues, I am the main breadwinner in my family, and yet under the TPA scheme, none of my early service counts for spouses' benefits.  Affinity showed me ways to ensure that if I do shuffle off this mortal coil before my husband; he will still be able to be a merry widower. Perish the thought!
 
“The service is tailor made, cost effective for both you and the school, and will help you to manage retirement issues for all your staff."
Gwen Randall - Headmistress, Framlingham College

“I recommend Affinity to you without reservation. Affinity’s presentation to the staff at Dean Close was incisive, friendly and incredibly informative resulting in a large number of members of the Common Room re-ordering their financial affairs which benefited both themselves and the school. Their excellent work saves money for both teachers and schools and I can’t thank them too warmly for what they do.”
The Reverend Tim Hastie-Smith – Headmaster, Dean Close School

“Affinity have made presentations to teaching and non-teaching staff and their ideas, in an area previously mysterious to many staff, have been very well received.”
John Lever – Headmaster, Canford School

“I have really appreciated the thoughtful advice Affinity has given me for both the short and long term. It was a very good move to put my affairs in their hands, as I can now be confident that their expertise will get me into the best possible position to enjoy my retirement. They clearly know the education sector well.”
Margaret Burnet-Ward - Wycliffe College

“Very useful advice to my staff about pensions.”
“Extremely helpful financial advice to me personally. Highly recommended.”
Barnaby Lenon – Headmaster, Harrow School

“I rate the management of Affinity very highly for their expertise in dealing with the needs of those who teach in the independent sector of education. So far as I am concerned personally, shrewd and timely advice from Affinity has been of the utmost value in improving my financial prospects at retirement - and this advice has been made all the more welcome by the unfailingly courteous and discreetly understanding way in which it is always offered.”
Michael St John Parker – Headmaster of Abingdon, 1975-2002

“Following a strong recommendation from a friend and HMC colleague in September 2003, I had my first meeting with Doug Muirhead. Within a very short space of time I realised how ignorant I was on the TPS and how, at no cost to the School, my pension benefits could be greatly enhanced by the deployment of certain legitimate strategies. As the Governors and the Bursar were also impressed with Doug’s knowledge of the TPS, we have since used him to advise the School on early retirement packages for staff. Also to help brief the Common Room at Trent College about the impact on them of the recent changes to the TPS, Doug came and made a presentation to anyone who wished to attend. Not only was I pleased by the number who responded to this opportunity, but I was also delighted at their positive reaction to it. A consequence was that we invited Doug to make another visit with a colleague and they spent a day having thirty minute interviews with any member of staff who wanted more specific guidance on the impact of TPS on him/her. Being most struck by Doug’s excellent understanding of the TPS and the easy way in which he explains the detail of it, I am aware that the members of the Common Room are most grateful of the service we have provided them.”
Jonathan Lee – Headmaster, Trent College

“Beams of light and reassurance! The advice seemed skilful, professional, informed and very helpful.”
Jeremy Nichols – Retired Headmaster, Stowe School

“Affinity has given occasional services to the Common Room on pension issues as well as advice to a number of individuals. The impression we have received is that Affinity has played an extremely helpful and positive role in pensions planning for the staff. Colleagues have welcomed their advice and speak warmly of it, as has the school.”
A.D Halls – Headmaster, Magdalen College School