Discovery Series

Centralised Retirement Propositions – Benchmarking Report 2020

NextWealth and Ascentric have published a report considering the use of centralised retirement propositions.

We explore what a CRP is, why it may be used and which financial adviser firms make use of a CRP. The report also covers client segmentation, different approaches to managing client income and tools used within financial advice firms.

The results are based on an online survey of 201 financial advisers conducted between 29 November and 9 December 2019.

You can download a free copy of the report here.

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