The fundamental difference between the accumulation and decumulation phases of a client’s life is becoming apparent to both the advisory profession and the (FCA). This realisation suggests that simply adjusting investment strategies isn’t sufficient. Instead, firms are likely to require different forms of advice and processes for each need.

This brings us nicely to the concept of a CRP – your Centralised Retirement Proposition (or as we like to call it, your Centralised Retirement Philosophy).

We’ve taken many years of analysis across Government reports, experiences of advice professionals, investment management data and the FCA’s current thematic review as our starting point to provide our thoughts and guidance on how to build your own CRP in the form of a paper.

You will leave understanding that a one-size-fits-all approach just doesn’t work.

Join Christian and Andrew as they dissect the whitepaper (that we will be releasing post-event), alongside discussing what it means for you as an adviser. The events will be marshalled admirably by Karl who will no doubt bring his own take on the discussions.