financial adviser Archives - Wren Sterling | Financial Adviser Services

What’s happening in the Pension Master Trust market?

Ascot Lloyd recently announced its decision to exit the Master Trust market and it’s not alone. According to figures released by The Pensions Regulator, 38 Master Trusts have applied for authorisation from the 90 it was monitoring earlier this year – a significant drop in providers. TPR now requires all master trusts in operation before [...]

The importance of pension scheme governance

Now that contributing to employee’s pension is compulsory to compliance, the importance is shifting...

Best practice in running a business, key financial reports and cloud efficiencies

A growing trend in working life is for people to begin businesses later on in life, sometimes to pha...

The constraints of making gifts under a Power of Attorney

Can I make gifts as a Power of Attorney? It’s a common question, and the answer is yes - but there a...

How to avoid a pension scam

Pensions freedom has created many opportunities for scammers to target people approaching retirement...

How to fund a long-term retirement

What should retirees consider when investing for a sustainable, long-term income stream to meet thei...

Most people who invest a pension have no fail safe against falling ill

Advisers listen to your concerns about your assets and plan for your future.

Are you making the most of your financial adviser?

Clients are often referred to a financial adviser by a friend, family member, a colleague or sometim...

Long Term Relationships: financial planning for all the family

Find out from Jenny and her son Julian, the value of a long-term relationship with a financial advis...

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