Case Studies

Teacher Smiling at home

To help you understand the changes to the Teachers’ Pension Scheme we’ve put together a series of helpful examples. * These will show you how your pension should work. We’ll be continuing to add further scenarios, please keep an eye on this page for updates

Read Holly’s story (PDF, 223 KB) (This link opens in a new window) In 2015 Holly was a transition member with a Normal Pension Age of 60 (in the final salary scheme). She wants to retire on 1 April 2033 at the age of 65.
Read Edward’s story (PDF, 226 KB) (This link opens in a new window) In 2015 Edward was a protected member with a Normal Pension Age of 60 (in the final salary scheme). He wants to retire on 1 April 2025 at the age of 65.
Read Jake’s story (PDF, 229 KB) (This link opens in a new window) In 2015 Jake was a transition member with a Normal Pension Age of 60 (in the final salary scheme). He wants to retire on 1 April 2028 at the age of 60.
Read Zara's story (PDF, 1.7 MB) (This link opens in a new window) In 2015 Zara was in Additional Service after Retirement (ASAR). She retired fully in 2019.
Read Megan's story (PDF, 1.1 MB) (This link opens in a new window) In 2015 Megan was a protected member with a Normal Pension Age of 60 in the final salary scheme. She retired on 1 April 2020 at the age of 60.
Read Eeshan's story (PDF, 199 KB) (This link opens in a new window) In 2015 Eeshan was a an active member with a Normal Pension Age of 65 in the final salary section. He wants to retire in 2056 at the age of 68.
Read George's story (PDF, 1.8 MB) (This link opens in a new window)

In 2015 George was a tapered member with a Normal Pension Age of 60 in the final salary section. He wants to retire on 1 April 2023 at the age of 60.

(*please note these are just for illustrative purposes. We recommend you speak with an Independent Financial Advisor before making any decisions).

Last Updated: 28/09/2023 10:31

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