Centralised Retirement Proposition
Pension freedoms have offered customers far greater choice and flexibility. It’s worth considering whether you should complement the Centralised Investment Propositions (CIPs) you use for clients accumulating wealth with a Centralised Retirement Proposition (CRP) framework helping you to offer a clear, consistent and repeatable advice process.
Expert insight
A CRP shares the same values and objectives as a CIP, but deals with more complex decisions, and risks, as the clients move from building wealth to generating a sustainable retirement income.