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Finance Ecosystem Roundtable hosted by Wren Sterling

Join B4 and Wren Sterling for the next Finance Ecosystem as they share challenges, successes and advice with each other in our next Finance Ecosystem Roundtable discussions at Wren Sterling Oxford Offices.

About Sarah Herd

Sarah is Head of Workplace at Wren Sterling. Workplace is our employee benefits and workplace pensions and wellbeing team and Sarah will cover how Salary Exchange, or Salary Sacrifice can:

  • Reduce your employers and employees NI bill, especially in light of the planned employer contribution increase and reduction in the lower earnings limit, from April 2025
  • Increase understanding of employee benefits in the workforce
  • Put your employees in a better position for retirement by saving more

About Jason McGuigan

Jason is a Regional Director and Chartered Financial Planner at Wren Sterling. He’ll show how cashflow planning can bring your personal financial situation to life:

  • What you need to be thinking about at different stages
  • The choices you can make now that will pay dividends in the future
  • How to avoid tax pitfalls that affect high earners

Agenda

11am: Arrival at Wren Sterling’s offices and coffee

11.15am Sarah Herd on how Salary Exchange can save you money and increase employee engagement

12pm break

12.15pm Jason McGuigan demonstrates the power of cashflow planning for company owners and directors

This event is strictly limited to 15 guests

Parking: Limited parking on-site. Closest parking will be West Way Square, Car Park OX2 0LW (5 minute walk). Please read parking signage before leaving your car to avoid parking fines.

Complimentary refreshments and pastries will be provided

B4 is supported by

KingerleeSobell House logoJames White Sales SuccessJames White Sales SuccessBeard logoRoyal Cars logoHoliday Inn Oxford logoStorm Internet logoCherwell College Oxford logoOxford Brookes Business School logoBoardmanOxford Professional Consulting logoWellers logoBlake Morgan LLP logoAston and James Office Supplies logo