Leader magazineASCL - Association of School and College Leaders

Financial planning

As you are probably aware, Frizzell - part of the Liverpool Victoria group of companies - is ASCL's appointed provider for financial planning advice for members. This includes advice on how to plan for a financially secure retirement; when and where to invest for income and/or growth; and making the most of a windfall, legacy or other lump sum.

Following a review of its financial planning arrangements, Liverpool Victoria has taken a stake in the independent financial adviser Lighthouse Temple. Frizzell has assured us that members will now have access to an increased number of financial advisers country wide from Lighthouse Temple. Initial consultations will continue to be free - with no obligation - and members can then choose between a fee-based or commission-funded service.

If you would like to find out more please call 08000 85 85 90 or visit www.frizzell.co.uk/ascl

ASCL would appreciate feedback on how the new arrangements are working for members. Please email jenny.jones@ascl.org.uk with your comments.

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