Your terms
Wren Sterling advisers have access to special terms for The Retirement Account. Here is your contact sheet with details of these terms.
Important information
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Wren Sterling advisers
Welcome to our dedicated page for Wren Sterling advisers
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.
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.
Investment insight
Our analysts at Canada Life Asset Management are happy to answer any investment or macro economic questions you have.
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.
Dedicated account managers
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.
Information and support
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.
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 nowIntroducing 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?
Accessing the customer dashboard
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.
A searchable document library
Find the documents and forms you need in our searchable document library.
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.
Next steps
Adviser support
Find answers to commonly asked questions, helpful links, tools and contact details.
Meet the ican team
Award winning pre-sales technical help & guidance.
