Project portal example

Your pension options

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.

Contact deadline

23rd October 2020

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.

Booking deadline

30th October 2020

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.

Acceptance deadline

13th November 2020

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.

Do you have a question?

If you have a question about this project, how it works, or would like to book an appointment contact our Support team on 0115 908 2579. Alternatively, you can email us at COMPANY@wrensterling.com or to book an appointment, click the ‘Arrange an appointment’ button below.

Please reserve questions relating to pensions and your options during your appointments with your adviser.

Getting ready for your appointment

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.

Our advisers

Paul Monk
Independent Financial Adviser
Philip Lancaster
Phil Lancaster
Independent Financial Adviser
Martin Fry
Independent Financial Adviser
Tim Shepperson
Tim Shepperson
Independent Financial Adviser
Ted Towers
Ted Towers
Connect Team Manager
Sebastian Athow-Frost
Sebastian Athow-Frost
Independent Financial Adviser