An introduction to tracing, tracking and accessing pensions for Veterans – arranged for staff and volunteers working in money guidance
Overview
People who join the armed forces are automatically enrolled into the armed forces pension scheme (AFPS). However, many veterans lose track of their pensions when they leave the service; and do not know that the pension is not automatically paid out unless they apply.
During this event with the Forces Pension Society we’ll explore how to help veterans to increase or maximise their income by discovering unclaimed pensions that may be owed to them.
Who is this session for?
- Money guidance practitioners working in third‑sector, community, and public‑benefit organisations. If your role involves supporting people with budgeting, bills, or day‑to‑day financial decisions, this session is tailored for you.
- Money Guiders who have money conversations with Veterans about income maximisation and pensions.
What to expect
During this event we will explore:
- The different types of Armed Force Pension Schemes (AFPS) and how to identify the correct pension scheme
- An overview of beneficiary entitlements so you know who is entitled to access the pension
- The criteria for how and when Veterans can access their pension
- How to obtain accurate pension forecasts to inform retirement planning
This event is aimed at staff and volunteers working in money guidance and not suitable for the general public.
