TP or not TP? – pension and retirement planning in schools
The pension landscape has undergone significant change in the last decade, affecting those gaining promotion to senior posts and high earners in particular. Is membership of the TPS the default solution anymore? “One size fits all” can prove costly for some. For others, it still offers significant value and benefit.
Barry Martin and Alex Hulkes (Courtlands Schools Consultancy Ltd.)
Courtlands Schools Consultancy Directors are Aleks Hulkes BSc DipPFS and Barry Martin MA (Cantab) MBA DipPFS.
Barry Martin was an HMC Head for 21 years and HMC Treasurer for six years and has governed several independent schools. He combines the practical experience of senior management and governance with financial understanding, especially in this specialist area. He holds financial services qualifications.
Aleks Hulkes is well-known within the independent school world. He developed Courtlands’ unique modeller. As an experienced IFA himself Aleks also works directly with Heads and retired Heads as clients, assisting them in their retirement and holistic financial planning.
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