Wren Sterling

03/03/2026

Sarah Herd, our Head of Workplace, discusses the pressures that make us feel financially precarious, and how low financial literacy can add to the problem.

Communication and education is the key to overcoming these challenges. In our article, Sarah shares the hallmarks of an effective financial wellbeing programme.
https://hubs.la/Q044mPq30

26/02/2026

Being self employed gives you freedom — but it also means you alone are responsible for your financial future. Unlike employees, the self employed don’t receive automatic workplace pension contributions, meaning intentional saving is essential.
With people living longer than ever (82 for men and 86 for women as of 2025), retirement could last 20+ years — and the State Pension won’t be enough for most.
Now is the time to put long term plans in place.
Read more: https://hubs.la/Q044mCHF0

24/02/2026

Self employed? No auto enrolment. No employer contributions. Every pound saved is intentional.
Your future income depends on you. Plan ahead for long term freedom. https://hubs.ly/Q044mGtQ0

24/02/2026

Uncertainty, rising living costs and low financial literacy can leave employees feeling financially vulnerable. Tailored communication can help bridge this gap by meeting employees where they are, and helping them feel confident in their finances.

Sarah Herd, our Head of Workplace, shared her thoughts with HR Grapevine on how companies can boost the financial wellbeing of their employees.

If you want to reduce stress in your business, boost performance, and build trust, financial education needs to be part of the conversation.
https://hubs.la/Q044mBNk0

27/01/2026

New rules on including pensions in your estate will take effect in April 2027. This change will bring many more estates into the net, with IHT liability expected to increase by £34k when pension assets are included.

What can you do today? Lucy Talbot, Financial Planning Analyst, invites you to review your financial affairs and overall strategy in the coming twelve months to ensure you’re prepared for these changes. Read her full analysis here: https://hubs.la/Q040s2TJ0

22/12/2025

Do you keep large sums in cash savings rather than investing?
Gilts can provide returns ahead of cash whilst keeping risk factors to a minimum and utilising the financial backing of HM Treasury to provide valuable financial guarantees.
https://hubs.la/Q03YJ-WM0

19/12/2025

We don’t just think about family this time of year. We’re spending more time than ever talking with our clients about their long-term family finances.
For high-net-worth clients, we’ve been discussing Family Investment Companies as a compelling alternative to trusts. Find out more https://hubs.la/Q03YKjzl0

16/12/2025

In 2027, IHT will pull unused pensions into estates. Our article shows the dramatic impact of this on what we could owe the Treasury

Learn how upcoming inheritance tax changes from April 2027 could affect your estate, including the impact of pensions being brought into IHT and what steps you can take now to plan effectively.

16/12/2025

Three investment lessons from 2025: AI, staying invested and inflation with Rory McPherson, our CIO:

A Magnus perspective on 2025: key investment lessons on AI, market volatility and inflation, and why diversification, staying invested and long-term thinking mattered most for investors.

05/11/2025

Is financial advice right for you?
An IFA can help you with your financial plans and save you a lot of worry as you approach life-changing financial decisions. Especially if you’re confused about what your options are and what they mean for you.
Read here: https://hubs.la/Q03RNf_W0

10/07/2025

Austin Hutchinson, Wren Sterling's Financial Planning Director says working with a Financial Planner could add 3% to your annual investment return - and it's not all down to investments. https://hubs.la/Q03wDYkp0