Financial education in the workplace
What is financial education? How does it help employers create a competitive benefits strategy? Sarah Herd explains how she works with clients to create strategies to retain and engage employees.
Blogs & News
The importance of advice when encashing a bond
If your bond is ready for encashment, remind yourself of the rules before you act.
Using trusts to preserve wealth for future generations
Varied and versatile, your adviser may discuss trusts with you when making their recommendation. They’re a useful part of an adviser’s tool box – allowing you to set aside assets for specified beneficiaries. Find out more about how they can be used, and the controls you can set.
Why directors have unique financial planning requirements
Are you a Company Director? Did you know you could have more options than employees when it comes to financial planning – because you can utilise your business to create a remuneration strategy?
Moving multiple pensions into one for a clearer retirement journey
It can be hard to keep track of multiple pensions, especially if you can’t remember who the scheme is with and when you paid into it. You might consider pension consolidation, a process that allows you to pull all the strands of your retirement savings together into one manageable pot.
Global economic outlook with 7IM: Up and up and up?
Robert Hardy and Ian Jensen-Humphreys of 7IM sit down to discuss recent movements in global stock markets.
Wren Sterling registered as FSQS supplier for banks and major financial institutions
Wren Sterling has successfully attained registered status on the FSQS supplier qualification system, a benchmark used by major UK banks and financial institutions when selecting suppliers. Paul Chafer, Wren Sterling's Chief Commercial Officer says the award is central to Wren Sterling's growth plans, enabling it to expand the work it already does in the banking [...]
Join Wren Sterling in Churchill’s underground bunker to learn the secrets of a successful business exit
Date: 19 April Time: 10am-2pm Location: Cabinet War Rooms, Westminster Who should attend? Business owners Senior directors Finance directors In the secret underground bunker where Churchill strategised the Allied victory in World War II, Wren Sterling and business sale specialists, Evolution CBS, share the secrets of a successful business exit and the wealth management planning […]
Will the taxman be the main beneficiary of your estate?
News headlines of tax avoidances schemes can be unsettling, especially if you worked to protect the assets you have a built up over many years to go to your chosen beneficiaries rather the tax man.
SIPP use on the rise after pension transfer activity explosion
Investments made through pension wrappers have reached a new high of £13.4bn in the third quarter of 2017, up 66.3 per cent on last year.*
The figures showed the amounts coming into pensions through transfers was particularly high. For instance, transfers into self-invested personal pensions (SIPP) more than doubled over the past 12 months to reach £1.9bn.
Fit to work?
As an employee are you aware of what support is available if you are diagnosed with an illness? Or when you feel ready to return to work? Stephen Williams, Wren Sterling’s HR Director explains the options for employees.
Are you retirement ready?
If you’re ready to decide what to do with your pension or you just want to understand what your options are when you turn 55, our blog covers some of the basics around new pensions freedoms options.