Wren Sterling advisers have access to special terms for The Retirement Account. Here is your contact sheet with details of these 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.
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.
Your account managers - Natalia Cajzer and Martin Chester - are on hand to guide you through our products, or help answer any general questions you have.
We provide information to help you in our ican academy. There is a range of technical content and training materials including webinars, podcasts and guides.
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
Canada Life partner with AKG to deliver cutting edge research into the future of financial advice.Read the report
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
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
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 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.
Here are some useful ‘How to’ guides to help you carry out key activities:
We have a wealth of information and support to help you protect the longer-term interests of your clients, and de-risk your business.
Choosing a provider and conducting due diligence can be onerous. Here is everything you need to know about Canada Life in one guide.
Find the documents and forms you need in our searchable document library.
Find answers to commonly asked questions, helpful links, tools and contact details.