Welcome to insight4teachers

Financial planning & retirement plans for teachers & school support staff

financial planning advice for teachers & school support staff

Insight4teachers have been offering teachers and school support staff forward-thinking financial planning advice since 2001. Our team of financial advisers help secure a better future for education professionals with made-to-measure retirement plans to suit each individual's unique requirements.

We believe that teachers and other education professionals should start planning for their retirement as early as possible. After all, implementing a strong financial plan in the early stages of a teacher's career will ensure financial freedom as and when they choose to retire.

Our team of financial advisers have a proven track record of delivering top-notch financial planning solutions for teachers and support staff that will ensure a stress-free, financially sound retirement.

If you are concerned about your financial future and the lifestyle you will be able to enjoy upon retirement, contact Insight4teachers today for a retirement plan that truly meets your requirements!

We are delighted to be working alongside...
Cambridge Regional College, Suffolk One Sixth Form College, Aldro Prep School, Engage Trust - Drayton, Helena Romanes School and Sixth Form, Peterborough Regional College, Colchester Sixth Form College, Northampton Academy and Guilsborough Academy.

Insight4teachers

client testimonials

Profile photo of Antony Howard Financial Advisor
“We are confident that our free of charge, one-to-one, no obligation consultation with one of our pension specialists will put you in a stronger position for a better, more secure financial future”

Antony Howard, Director

why choose insight4teachers for your retirement advice?

Our pension specialists offer financial advice to teachers and school support staff on their retirement plans.

Insight4teachers

Insight4teachers are committed to ensuring that teachers and school support staff will enjoy the retirement they work so hard to achieve.

Our financial advisers offer a service that is two-fold: we deliver a complimentary presentation within your school and also offer one-to-one, no-obligation consultations with one of our pension specialists.

All of our Independent Financial Advisers are fully adept in all areas of financial planning for retirement, with an in-depth knowledge of the particular challenges that teachers and school support staff can face. We specialise in providing advice on the TPS and LGPS Schemes.

We offer you complete financial planning by way of Cashflow analysis, helping you to take control of your financial future.

The cash flow process measures your income and expenditure both now and in the future, alongside assets and liabilities to allow us to visually demonstrate your retirement path. 

our team of financial advisers

Your first step towards financial freedom...

Profile photo of Antony Howard Financial Advisor
Antony Howard
David Smith
David Smith
Debbie Crossley
Debbie Crossley
Profile photo of Andrew Stephenson Financial Advisor
Andrew Stephenson
Profile photo of Rachel Legg a Financial Advisor with Insight
Rachel Legg
Profile photo of Carla Tucker a Financial Advisor with Insight
Carla Tucker
Profile photo of Martin Jackson a Financial Advisor with Insight
Martin Jackson
Profile photo of Thomas Hawes Financial Advisor
Thomas Hawes
Profile photo of Chris Woodhouse Financial Advisor
Chris Woodhouse

our client relations & education team

Isabelle Howard
Isabelle Howard

our team of financial advisers

Your first step towards financial freedom...

Profile photo of Antony Howard Financial Advisor
Antony Howard
Debbie Crossley
Debbie Crossley
David Smith
David Smith
Profile photo of Andrew Stephenson Financial Advisor
Andrew Stephenson
Profile photo of Rachel Legg a Financial Advisor with Insight
Rachel Legg
Profile photo of Carla Tucker a Financial Advisor with Insight
Carla Tucker
Profile photo of Martin Jackson a Financial Advisor with Insight
Martin Jackson
Profile photo of Thomas Hawes Financial Advisor
Thomas Hawes
Profile photo of Chris Woodhouse Financial Advisor
Chris Woodhouse

our client relations education team

Isabelle Howard
Isabelle Howard

presenting your financial future

At this not-to-be missed informative presentation you will learn and understand the impact financial planning has on your future retirement.

Insight4teachers believe that it is never to early, nor too late, to plan for your retirement. Our financial advisers can help you make the right choices now, to ensure you are in great financial shape when you 'choose' to retire. And that's the real difference: we put you in control of your own destiny.

Your pension is an important factor in your financial success, and this session will provide you with the answers you need to make vital choices regarding your future.

The presentation lasts around an hour with time for a Q&A session at the end.

Our presentation covers the following:

  • How to calculate your pension
  • Future over-funding in relation to lifetime and annual allowance
  • Buying additional pensions
  • Early retirement and its implications
  • Additional ways of boosting your pension
  • Other scheme benefits

Our Financial Awareness presentation also features areas where you may be able to save on taxation, and the tax saving benefits of an ISA. We will also be discussing how you may be able to save money on your mortgage. As well as educating and empowering you to create wealth for your future, you will also learn how you can protect your lifestyle through understanding the importance of making a Will and effective estate planning.

Insight4teachers

upcoming presentations

insight4teachers is coming to a school near you! Check out our upcoming presentation dates below!

DateLocationPresentation TypeTime
Thursday 24th September 2020West Suffolk CollegeVirtual Inheritance Matters Presentation4pm
Monday 28th September 2020West Suffolk CollegeVirtual LGPS Presentation2:30pm
Monday 28th September 2020West Suffolk CollegeVirtual TPS Presentation3:30pm
Wednesday 30th September 2020St. John Payne SchoolVirtual LGPS Presentation3:45pm
Wednesday 30th September 2020St. John Payne SchoolVirtual TPS Presentation4:45pm

our companies

Say hello to the Insight group of companies...

insight financial associates

With our forward-thinking approach and combined professional experience, Insight brings together an unrivalled ‘wealth’ of expertise and knowledge in financial services. The independent status enables us to provide an impartial and individual service to our valued clients. 

property investor partnership

We are specialists in securing high yield property investment opportunities that will generate surplus income and achieve long term capital growth.  We introduce investors to Solicitors and Mortgage Brokers who specialise in investor property purchase. Our clients are supported every step of the way, from reservation through to securing the first tenant. 

insight private finance

We are experts in securing finance for a broad range of properties for either residential or investment purposes. We can advise you on insurances to protect your home, income, lifestyle and for landlords to protect their property portfolios. 

penvest

We manage and review an employer’s benefits scheme including group pensions, death in service and income protection, enhancing current arrangements where possible. Our Auto Enrolment “Health Check” helps keep firms compliant with The Pension Regulators requirements.

foresight estate planning & will writing

We specialise in the preparation and drafting of Wills, together with a wide range of other legal services, including the setting up of Trusts (both life-time Trusts and post death Trusts) and Powers of Attorney. 

insight accountancy services

We give guidance and advice around personal or business taxation queries. We can guide you through the administration side of book-keeping and completing tax returns in a timely manner, providing security in knowing that all elements of your finances are in good order.

Make a booking

Book an appointment with insight4universities today for a more secure financial future tomorrow!

Regardless of the type of financial or retirement planning advice you require Insight4teachers would love to hear from you! So simply complete the form below and we will get right back to you.

Please complete all the fields below, email field is required and marked with an*

  • This field is for validation purposes and should be left unchanged.
Insight4teachers