Corporate Pension Scheme Risk

Wren Sterling delivers tailored de-risking exercises for UK Defined Benefit schemes, supporting our clients, and giving their scheme members access to financial advice.

This is our ‘Retirement Advice Partnership’, because that’s how we view these projects – as a partnership – working together with you to support your scheme and its members.

AstraZeneca has worked with Wren Sterling for many years, in a number of different areas, from supporting employees affected by a Corporate Pension exercise to Pensioners considering taking up the offer of a Pension Increase Exchange. Our employees and pension scheme members value the independent advice and support they receive from Wren Sterling, whilst we value their responsiveness, can do approach and collaborative working practices.
Rob Hamer, UK Benefits Manager, AstraZeneca

Pension transfer gold standard. Wren Sterling has been awarded the standard for the quality of their independent pension transfer advice. — Wren Sterling has been awarded the Pension Transfer Gold Standard for the quality of their advice

Pensions Risk Management Solutions: How We Can help

Wren Sterling has worked with many FTSE 100 companies managing ongoing support exercises for their members approaching retirement. We ensure their scheme members understand their retirement options and help them plan a path that can achieve their financial goals.

Pension Increase Exchange (PIE)

Defined Benefit Closures

Retirement Transfer Options (RTO)

Financial education

During these exercises, it’s important to recognise that your scheme members will feel uncertain about their future. While providing access to a qualified financial adviser will give them a recommendation built on their personal circumstances, financial education can help further:

Strengthen employee’s confidence when making decisions about their pension funds
Provide greater understanding and appreciation of their employee benefits
Encourage employee engagement

Supporting confident financial decisions

Our advisers can support your employees with financial education, giving them the knowledge they need to approach their financial decisions with confidence.

Find out how we can help

How we measure success

Member feedback is really important to us, so after we complete an exercise we will look to run a survey on your members’ experience with us. This helps us to improve our services and gives your members the chance to identify any other financial planning requirements that they have.

Get in touch

Let us put you in touch with Paul Chafer, Wren Sterling’s Chief Commercial Officer, to discuss how we can help you manage your firm’s pension scheme risk.

Other Corporate services

We specialise in all aspects of employee benefits, business protection and succession planning. Whether you’re looking for support with your auto-enrolment duties, or managing a workplace pension scheme, Wren Sterling could help.

The value of an investment and income from it can go down as well as up, your capital is at risk

Accessing pension benefits early may impact on levels of retirement income and your entitlement to certain means tested benefits.

Accessing pension benefits is not suitable for everyone. You should seek advice to understand your options at retirement.