Centralised Retirement Propositions – Benchmarking Report 2021
In association with Ascentric, we have taken a dive into centralised retirement propositions.
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Aegon Retirement Advice in the UK 2021
It's been an extremely challenging year for all kinds of businesses. But what have been the consequences – if any – for retirement advice processes in UK financial advice practices? Explore our latest report with AEGON to find out.
MPS Proposition Comparison 2020
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Platforms within the UK 2020
This report collates the information from the NextWealth Directory, including a ‘boilerplate’ description of each platform, our view based on ratings and reviews from financial advisers and details of assets, ownership and technology partnerships.
Centralised Retirement Propositions – Benchmarking Report 2020
In association with Ascentric, we have taken a dive into centralised retirement propositions. In this report, the use of a CRP is explored, alongside different approaches to managing client income, client segmentation and tools used.
