Alasdair Wilson looks at Centralised Retirement Propositions (CRP), and how having a documented advice process for clients taking an income in retirement can not only help them achieve their retirement goals, but also streamline advice businesses by implementing efficiencies where appropriate.
A CRP is a document that outlines your firm’s processes, to be followed by all advisers, when dealing with clients in (or approaching) retirement and who are taking (or planning to take) an income from their pension.
Read more in our Professional Paraplanner article here.
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