Header SP

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.

Your terms

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

Explore

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

Meet the team

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.

Dedicated account managers

Your account manager - Ian Douglas - is on hand to guide you through our products, or help answer any general questions you have.

Contact us

Events coming up

The End of Tax Year Planning webinar for Wren Sterling advisers held on 8 February is now available to watch on demand.

Our latest webinar Are Bonds about to make a resurgence? held on Wednesday 9 March is now available to watch on demand.

Look out for more bespoke Wren Sterling events coming your way.

 

Webinars

Marketing support

We can produce bespoke marketing material to help you and your clients. Look at our other resources for ideas.

 

 

Learn more

What's new

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.

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.

Launch

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
Product Retirement Account 1 Assorted 1360X784

Provide for your clients’ future needs today

You can’t predict the future and now you don’t have to. Watch our video to find out how The Retirement Account could be the antidote to your clients’ uncertainty.

Learn more
Technical Eye June 21

Technical Eye

Check out our latest issue of Technical Eye, our adviser magazine that looks at issues around retirement planning, tax and estate planning and investment solutions.

Find out more

Next steps

Wip CTA 1728X960

Adviser support

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

Learn more
Ctas Default Product Adviser Resources Tech Support CTA 864X480

Meet the ican team

Award winning pre-sales technical help & guidance.

Learn more
Ctas Default Product Adviser Resources Contact Us CTA 864X480

Get in touch

Ian Douglas

07435 994 626

or send an email

 

Other contacts