Wren Sterling’s Retirement Desk

Give your employees access to independent financial advice

Help your employees get their biggest financial decision right with Wren Sterling

Wren Sterling’s Retirement Desk is a service for our Workplace clients to offer to their employees. Every Workplace client is allocated a Wren Sterling Financial Planner from our network of over 100 Financial Planners across the UK.

Why get advice?

Just 9% of people accessed financial advice in the last year, according to the FCA’s Financial Lives Report. Plus, with many pension pots now worth more than the average house price, longer life expectancy and the cost-of-living crisis, getting the right advice at retirement can be the difference-maker for leading the lifestyle you deserve in retirement.

There are so many options at retirement, but action you take can be irreversible, so it pays to speak to an expert. For example, a common mistake is withdrawing an entire pension fund and being liable for tax on your pension fund at your marginal rate!

I just wanted to say Rob Hadfield from Wren Sterling has been supporting me with some financial advice, navigating me through pensions and childcare payments and he has been brilliant! He was very helpful, made things really easy to understand and would definitely call on his advice again! I got Rob’s details from the email shared by Wagamama as a recommendation, so just wanted to say thanks!

Erin Peyman, Head of Estates and Acquisitions, Wagamama

Interested in bringing Wren Sterling’s Retirement Desk into your business?

Wren Sterling’s Retirement Service helped Chris retire gradually

How does it work?

All existing Workplace clients (so businesses that we currently work with to provide employee benefits and / or workplace wellbeing services) have been allocated a Financial Planner and a dedicated appointment booking page. Employees who are five years out from their nominated retirement date will be contacted by their employer to learn more about Wren Sterling’s Retirement Desk.

From there, they can book a video appointment with their allocated Financial Planner and ask questions about retirement, learn about their options and explore whether financial advice is right for them.

Our credentials

We have worked with many businesses to advise their employees, from multi-national FTSE100 businesses through to SMEs. The common theme is that they believe its in their duty of care as an employer to give their employees access to a service that can give them peace of mind and clarity on their retirement plans.

Some of the UK’s most recognisable brands trust Wren Sterling to advise their individuals, while we also work with thousands of private clients across the UK.

Get in touch

A pension is a long-term investment not normally accessible until age 55 (57 from April 2028 unless the plan has a protected pension age). The value of your investments (and any income from them) can down as well as up which would have an impact on the level of pension benefits available. Your pension income could also be affected by the interest rates at the time you take your benefits. The tax implications of pension withdrawals will be based on your individual circumstances, tax legislation and regulation which are subject to change. You should seek advice to understand your options at retirement.