Centralised Retirement Propositions (CRP)

Jammy

Afternoon all,

I've been tasked with re-designing our CRP (in fairness we never really had one because our target market has been more geared towards 'Younger Accumulators') and would greatly appreciate any assistance or advice you might have to offer.

If any of you have resources or templates you're willing to share, it would be immensely helpful.

Thank you!
J

PeterM

We don't have one either so I will be interested to see the responses to this.

The Verve Group just produced a guide on Retirement Income with Brooks MacDonald that looks a decent starting point on CRPs.

https://weareverve.co.uk/free-stuff/

HR246

I found Scottish Widows' CRP guide really helpful for this, as well as a webinar by Royal London. It's a few years old now but should still be useful.

https://adviser.scottishwidows.co.uk/expertise/individual-retirement-centre/support-you-can-depend-on/centralised-retirement-proposition.html#

https://adviser.royallondon.com/technical-central/cpd/pensions-cpd-hub/centralised-retirement-propositions/

richallum

There are several Online Assemblies on CRPs in the archive. Just go to the Resources are of the website