As the retirement space becomes increasingly complicated, employees will turn to their employer for guidance. We believe that the more knowledge people have (and confidence with their finances) the more engaged they will be with their employee benefits.
Financial education can make a tangible difference to your workforce.
Wren Sterling’s experienced advisers are there to guide your employees and help them make good financial decisions, through a coordinated financial education programme. There’s also access to our telephone financial planning team for your employees and directors with more complex financial arrangements can count on the expertise of our private client team.
We’ll analyse the demographic of your workforce, benchmarking you against your peers and review your existing arrangements to determine their suitability.
Working alongside you, we can run a bespoke communication program to ensure your employees understand the importance of retirement planning, whilst at the same time valuing the financial commitment made by their employer in helping to achieve their goals in retirement.
We do this through a variety of communication channels;
We understand that pensions and workplace benefits can appear confusing, which is why we cut through the jargon and ensure all of our employee communication are delivered in a language that’s easy to understand.
Our advisers can support your employees through financial education, giving them the knowledge they need to approach their financial decisions with confidence.
Find out more1 in 4 employees are suffering with financial problems that are so severe that they are affecting their performance in the workplace1
46% of those aged 65-69 feel their employers should provide information about the state pension2
People could face a £4,000 per year shortfall between their pension savings and desired retirement income3
6 in 10 people have put off saving more into their pension because they don’t understand the system 3
Wren Sterling runs physical seminars for clients across the UK to help their employees understand their benefits and to prepare for retirement. We gather feedback from attendees and these results were from a seminar programme we delivered for a technology company with four UK sites.
Have you ever wondered why the most significant date in the tax year is the rather arbitrary 5th April? Well, wonder no longer. Private Client Adviser and trivia fan, Paul Gegg, explains this and related calendar anomalies. If you look around at how other nations collect tax from their residents, you will notice that the […]
The current Tax Year ends on April 5th 2022. Make sure your allowances are used efficiently, it pays to start early.
Financial advisers are accustomed to dealing with unintended consequences of decisions made by those who set policies – including DB pension schemes.