From time to time, EIS members will contact our office with a range of queries, some of which we can answer and others that will be covered by your Union, your employer or the SPPA.
With this in mind we have created the table below as a reference to where you can get the information you need quickly.
You will also see 3 buttons at the bottom of this page which you can click on to direct your query accordingly.
Before connecting you with a Financial Planner at EIS Financial Services (EIS FS), we require some information from you to ensure that we match you with the appropriate one.
To help us get a better understanding of what sort of help you are looking for, please choose from the options below.
Please provide some more information on this:
As you have mentioned that you are looking for help to understand your options/benefits within the Teachers' pension scheme, do you have a recent annual benefit statement available?
Obtaining your annual benefit statement is quite straightforward – simply log in (or register if not already done so) to the Scottish Public Pensions Agency website. From there you will be able to download your statement in PDF format.
We would recommend you ensure having access to your pension statement prior to arranging an appointment with your adviser as we cannot access this information, and an appointment may not be able to progress without it.
In order for us to direct your query to the adviser for your area, please enter your home postcode.
Please select one of the following options to indicate your current occupation status.
Please select one of the following options to indicate where you work.
Please provide your current age and your anticipated year of retirement.
Your Age*
Year of planned retirement*
Kindly finish off by completing the brief form provided below with your personal details. Following that a member of our team will reach out to you and schedule an appointment.
First Name*
Last Name*
Contact Number*
Email*
You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.