Organisations with legacy defined benefit (DB) schemes looking to reduce scheme liabilities, control the future cost of the scheme and give members access to flexibility in retirement are turning to Wren Sterling to help deliver large-scale advice projects.
We pride ourselves on delivering ever-higher standards of service to the clients we work with, taking time to understand their objectives and challenges. Our prime objective is to ensure that our clients can feel confident that they are referring their scheme members to an organisation that truly is at the centre of financial planning excellence.
Wren Sterling is used to working with large organisations across many sectors to make sure their employees and scheme members understand their options at key life points including retirement and can map a path that aligns with their long term financial goals. Recently, we completed the first stage of a project with a major pharmaceutical brand to provide advice to over 5,000 employees, consistently beating volume and quality targets.
Here are some of the responses we received about a recent pension increase exchange exercise: