Centralised Retirement Propositions - Benchmarking report

1 min read 1 Apr 20

The information contained in this page is for professional Financial Adviser use only.

We’re delighted to share our latest research done for us by NextWealth.

Our collective experience of COVID19 is dominating lives right now. And there’s a whole load of unknowns.

  • Are advisers that have a centralised retirement proposition (CRP) better placed to help clients in a crashing market?
  • Have their clients felt or experienced recent events differently?
  • Were their CRPs robust enough?

Only time will tell whether we see significant changes to the way we work.

But for now, this survey of 200 advisers shines a light on the many different ways firms adopt and use CRPs in their businesses.

It’s a snapshot of life just before COVID19.

Packed full of insight – some of it unexpected – this report offers plenty of food for thought.  

Maybe you’re one of the 48% who already have a CRP in place.

Or perhaps you’re one of the 71% of remaining firms who plan to have one in place by 2021?

Either way, we hope you find the report enlightening – and most importantly, useful.

Find out more about:

  • What a CRP is (you may be surprised)
  • Who uses one – and why
  • Different approaches to managing client income
  • Segmentation
  • Tools – and much more

You can take a look at our full report including an executive summary to pick out the highlights.. 

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The Paraplanners Assembly

In our most recent Online Assemblies we discussed PROD, CIPs and CRPs

View our Online Assemblies