Teacher Pension & Retirement Planning - Post 2013 Entrants

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Public Sector Pension Superannuation

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Seminar Agenda:
  • The main pension scheme benefits – pension, tax free lump sum, ill-health and death-in-service, specific to each scheme grouping.
  • AVCs – their purpose, the tax advantages, their usage.
  • Duration of Service considerations – Notional Service Purchase, Purchase under PCW, transfer of prior pension benefits, Professional Added Years (as appropriate).
  • Pensionable Remuneration – Salary Scale & Allowances, 3 year averaging, Tax Free Lump Sum maximisation – previous service, acting-up, dynamisation, pay increase on October 1.
  • Overseas Service advice – occupational pension transfers and UK State Pensions benefits advice.
  • Early Retirement Options including Cost Neutral Early Retirement
Presentation by
Eamon Lynch

Duration
1 hour

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