IFA Information

In this section we’ve pulled together webpages we believe will be helpful to you when advising clients on their teacher’s pension.

(This list isn’t exhaustive and more can be found on our main member site).

Financial and Scheme information

• Factors and Guidance
   
• Latest updates
   
• Tax and National Insurance information
   
• Supporting information(such as briefing notes on Annual and Lifetime Allowance etc)
   
• Transitional Protection changes
   
• Local Government Pension Scheme

Member documents and resources

• Forms
   
• Factsheets
   
• Guides
   
• Calculators
   
• Videos

My Pension Online

A member can access personal information on My Pension Online (MPO) including

• A Benefit Statement
   
• A Scheme personalised calculator(this provides a more accurate estimate than the public calculators)
   
• Employment history