Roz Barnes

Financial Adviser and Director, Roz Barnes Financial Planning Ltd.

Understanding Your Teachers’ Pension

Roz Barnes with Alexander J Barnes

Financial Adviser and Director, Roz Barnes Financial Planning Ltd.

11.10 – 11.40

In this 30 minute seminar Alex and Roz Barnes, a husband and wife Financial Planning team with over two decades’ of experience in Financial Planning and over a decade of specialist experience in the needs of Teachers and Education Professionals, will take you through how your Teachers’ pension works, the different elements to the scheme including the 2015 changes and how, or if they affect you, options for early retirement and phased retirement, how to increase your tax free lump sum, key considerations in planning the retirement you want, and ways to enhance your pension.

Roz’s biog:

I’ve worked as a Financial Planner for around twelve years and have specialised in the financial needs of teachers and education professionals for the last five. I have expert knowledge in teachers’ and local government pension scheme and pride myself on helping clients understand and achieve their financial and retirement goals through honest, clear financial advice.

In 2020 I set up my own financial planning practice within the St James’s Place partnership and work in tandem with my husband’s practice.

We live in Cheshire and enjoy walks with our dog, Indie. Personally, I’m a keen yogi, reader of anything and everything and coffee lover!

Registration mechanism goes here…

TBC

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