This page contains information about your Pension Increase Exchange offer from the Trustees of the Ashland UK Pension Fund, enabling you to find out more about your pension/s and the options available to you that can affect your retirement. This page contains key dates in the project timeline and more information about the advisers who will be assisting you.
Contact deadline
24 September 2021
This is your deadline to engage with Wren Sterling and let us know that you’d like to find out more about your pension options.
Acceptance deadline
29 October 2021
This is your deadline to decide to accept or decline your adviser’s recommendation. You are under no obligation to follow their advice, and this choice must be your own.
Before your appointment, we will send you copies of the documents you will need for your meeting with an adviser. You do not need to return anything, but we ask that you complete the data capture form prior to your meeting and have all the documents to hand for the appointment.
The offer
Your Trustees will send you a copy of this document outlining the offer, and how to get in touch.
Scope of services
Sets out the terms of our work for you and describes the process of our services.
Data capture form
This form will be used by your adviser during your appointment to gather information about your finances and your preferences, so that the adviser can consider them when making their recommendation.
