Pensions Advice

A time will come when you can’t work anymore to earn a regular income. That may seem a long way off but the sooner you start saving for that future, the sooner you can ensure it’s a happy and enjoyable one.

Saving for retirement ahead of all the other daily pressures on finances can be tough. We work hard to understand your circumstances and motivations so we can steer you through the increasingly complex world of retirement to achieve your retirement goals.

According to research by the financial adviser directory, Unbiased, over 200 savers were asked ‘How prepared do you feel for retirement’. The poll found that those who sought advice earlier in their lives felt better prepared – so if you’d like to learn more about how we can help you with your pension please contact your local office to arrange an appointment.

The value of your investments may go down as well as up and you may not get back the full amount invested.

Arrange an appointment with your local Wren Sterling financial adviser.

Did you know that just 22% of people approaching retirement know the value of their pension pot?

SIPP use on the rise after pension transfer activity explosion

in Investments, Retirement planning
Investments made through pension wrappers have reached a new high of £13.4bn in the third quarter of 2017, up 66.3 per cent on last year.* The figures showed the amounts coming into pensions through transfers was particularly high. For instance, transfers into self-invested personal pensions (SIPP) more than doubled over the past 12 months to [...]

When no news is good news

in Investments, News, Partners, Retirement planning
Neil MacGillivray of James Hay Partnership is relieved that the Chancellor decided to leave pensions and ISAs alone in his recent budget. He explains why a combination of the two is essential for retirement planning. James Hay Partnership is an investment partner of Wren Sterling. The zeal of the Osborne era to push for an [...]