Centralised Retirement Proposition development
Our consultation support on Centralised Retirement Proposition (CRP) development is aimed at helping financial advisory firms design comprehensive and tailored retirement solutions for their clients. We begin by closely collaborating with the firm’s stakeholders to understand their specific business objectives, target market, and the unique challenges faced by their clients approaching retirement. Through in-depth discussions, we gain insights into their retirement planning process and identify areas where a CRP can add value and improve client outcomes.
Utilising our expertise in retirement planning, investment research, and risk management, we assist in developing a robust CRP framework. This involves selecting and evaluating various retirement products, income strategies, and risk management approaches that align with the firm’s investment philosophy and regulatory requirements.
We conduct thorough analysis and due diligence on different retirement solutions, assessing factors such as product features, fees, tax implications, and performance track records. Our consultation also includes providing ongoing support in monitoring and reviewing the CRP’s performance, ensuring it remains effective and adaptive to changes in the client’s financial circumstances and market conditions.
By offering tailored and compliant CRP development support, we empower financial advisory firms to deliver comprehensive retirement planning services that help clients achieve their retirement goals with confidence and peace of mind.
