This page contains information about the COMPANY pension exercise, enabling you to find out more about your pension/s and the options available to you that can affect your retirement. This page contains a copy of key documents, as well as the key dates in the project timeline and more information about the advisers who will be assisting you.
23rd October 2020
This is your deadline to engage with Wren Sterling and let us know that you'd like to find out more about your pension options.
30th October 2020
This is your deadline to book your appointment with a Wren Sterling adviser and take part in this exercise with your company.
13th November 2020
This is your deadline to decide to accept or decline your adviser's recommendation. You are under no obligation to follow their advice, and this choice must be your own.
Before your appointment, we will send you copies of the documents you will need for your meeting with an adviser. You do not need to fill anything in, but we ask that you familiarise yourself with these documents prior to your meeting.
Scope of services
Sets out the terms of our work for you and clarifies describes the process of our services.
Data capture form
This form will be used by your adviser during your appointment to gather information about your finances and your preferences.
