Thought leadership

Wren Sterling’s Budget Analysis, March 2021

As the dust settles on Rishi Sunak’s March Budget, we reflected on the key outcomes for our clients, both individually and for the companies that we advise. In this video, Phil Jenkins and Paul Mitchell, Chartered Financial Planner and Director of Corporate Solutions, respectively, run through measures including: The freezing of the lifetime allowance Freezing [...]

Has there been a better time to carry forward unused pension tax allowances?

Originally published on vanguardinvestor.co.uk, 12 February With some fortunate households' savings boosted by the lockdowns Covid-19 has forced us to endure, and public finances under growing pressure, it's a question worth considering. The pandemic has clearly been very tough on so many different people. But there’s also no denying that for those able to work [...]

Mind the Pension Gap

How do you feel about your retirement? Research and insights into the UKs attitude to retirement.

We need to talk: talking to family about money

It’s not easy to talk about money. Alex Holder, journalist, shares experiences of talking about family finances around the dinner table.

How Wren Sterling helped out in the Coronavirus crisis

Wren Sterling’s team reveal some of the ways they’ve helped out in the Covid-crisis; from volunteering to keeping people’s spirits up.

artistic image showing rising and falling values of stocks and investments

How will technology advances affect financial advice?

Artificial intelligence, open banking, robo advice, blockchain, virtual reality – all hot topics in financial services innovation as brands try to understand how they can most effectively engage their customers, better understand their circumstances and monetise their connections using the latest technology. In the financial advice market we’ve been hearing these phrases for several years [...]