Important information

Please be aware that there will be a temporary disruption in our web services. This is due to necessary maintenance work that will be taking place from Friday 1st December until 12:00 on Saturday 2nd December. 

Thank you for your patience and we apologise for any inconvenience caused.

Wren Sterling advisers

Welcome to our dedicated page for Wren Sterling advisers

Wren Sterling

A special relationship with special terms

We are delighted to offer you special rates on The Retirement Account - an efficient and effective way to structure your clients’ finances both pre and during retirement. You can also access our technical and investment specialists with your questions at any time.

Your terms

Wren Sterling advisers have access to special terms for The Retirement Account. Here is your contact sheet with details of these terms.


Access to our technical specialists

You have direct access to our market leading technical team for help on all retirement, estate planning, offshore, tax and trust questions.

Email us

Investment insight

Our analysts at Canada Life Asset Management are happy to answer any investment or macro economic questions you have.

Email us

Learn more

Providing you with bespoke support

As well as having access to special terms and our technical specialists, you have your own dedicated account manager, access to exclusive events, and we can work with Wren Sterling to produce bespoke marketing support when required.

What's new

Introducing our ican academy

You can now find our continuing professional development content and award-winning technical support in our new ican academy. All in one place.

Explore ican academy

Report on financial advice

Canada Life partner with AKG to deliver cutting edge research into the future of financial advice.

Read the report

Wealth Preservation Account webinar

Watch our structured CPD qualifying webinar to find out about our flexible reversionary trusts designed to reduce your clients’ potential IHT liability.

Watch the webinar

TRS: You may be more ‘Relevant’ than you think

In this edition of Technical Eye, we explore the 'Relevant' person. As of 1 April 2023, new regulations will require financial advisers who either enter into a new business relationship or are servicing an ongoing relationship with the trustees of an express trust, to collect and keep up to date evidence of the trust record on TRS on an ongoing basis.

Read now

Introducing The Retirement Account

A flexible personal pension plan that can be adapted to suit your clients’ changing needs. Whether they’re working, close to retirement or already retired, The Retirement Account is simple, low-cost and lets you bring all their pension pots together under one simple plan. As they enter retirement, they can choose to take a guaranteed income, pension drawdown or a combination of both, flexibly moving between them if required.

The Retirement Account - Dashboard Guides

The Retirement Account Dashboard saves you time and administration costs. You can create quotes, apply online and track progress, set up funds to auto-rebalance, look up the value of your client’s investments, use our phased drawdown facility, buy, sell, switch investments, access our Fund Research Centre and more.

Useful how to guides

Here are some useful ‘How to’ guides to help you carry out key activities:

How do I set up a new income?

How do I crystallise Pension Savings?

How do I take a taxable lump sum?

How do I view my client data in one place?

How do I amend income?

Dashboard User Guide

How do I buy, sell and switch investments?

Helping you do business

We have a wealth of information and support to help you protect the longer-term interests of your clients, and de-risk your business.

Due diligence guide

Choosing a provider and conducting due diligence can be onerous. Here is everything you need to know about Canada Life in one guide.

Read the guide

A searchable document library

Find the documents and forms you need in our searchable document library.

Learn more

Doing business online

You can manage your clients’ policies simply and easily using our online capability. You can also access our business checklist for helpful links and contacts when submitting new business.

Log in

Next steps

Adviser support

Find answers to commonly asked questions, helpful links, tools  and contact details.

Learn more

Meet the ican team

Award winning pre-sales technical help & guidance.

Contact us

Get in touch

Natalia Cajzer

07500 217681

or send an email

Martin Chester

07870 261024

or send an email

Other contacts