Retirement
Paraplanner Assembly Series 2021 – CRPs
61 min read 31 Mar 21
This event was run in conjunction with the Paraplanners Assembly while the M&G Wealth Platform was known as the Ascentric Platform.
For the second year, we’re working with the Paraplanners Assembly to create this series of interactive online events, helping you to navigate the hot topics affecting the world of paraplanning.
We believe you’re the backbone of financial planning. You’ve got an amazing level of technical knowledge and we want to support you in the ever changing financial landscape.
And better still – all the sessions are CPD accredited!
For 2021’s first assembly, Next Wealth’s Heather Hopkins, who researched M&G Wealth’s 2nd annual Centralised Retirement Proposition (CRP) report took us through what’s changed in the exceptional circumstances of the past year. She was joined by Lift Financial’s Jonny Stubbs and M&G Wealth's John Allen in a lively discussion on what that means for Paraplanners.
The session covered:
- CRP v CIP and how they are used
- Key trends and developments in CRPs
- Cash buffers/bucket/layering and the alternative options
- Sequencing risk, withdrawal strategies, client segmentation and regulatory updates
- Legacy and later life planning as part of a CRP
- Tools and software
And don’t forget the session is CPD-able – watch the replay and take the short CPD test to get your certificate.
Looking for more
After each Assembly we share some great hints, tips and tools to keep you on the right track.
- Request your 2021 CRP report
- Download the slides from this Assembly for a recap
- Watch 2020’s Assembly session on CRPs – Assembly 3
- Our 2020 CRP Report
- Creating a process – look at the CRP checklist
- Securing income for your clients – practical tips
- Read why now may be the time to review your CRP with John Allen
2020’s other Assemblies
- The new Sheriff in town - Assembly 1
- A journey to the CIP Frontier - Assembly 2
- Building and managing your SRI/ ESG strategy – Assembly 4
- Wrappers and tax – Assembly 5
The information contained in this page is for professional Financial Adviser use only. If you are a private investor, please visit the Private Investor section or contact your Financial Adviser for more information.