Launching our new ‘how to’ guide for segmentation

4 min read 28 Oct 22

Advisers often tell us that one of their most compelling challenges is how to service clients as individually and personally as possible – in a way that’s scalable and financially viable for their business. 

This practical guide, produced with consultants NextWealth, shows how segmentation has evolved – from focusing on level of assets to also considering other factors, such as life stage and occupation. With the imminent arrival of new requirements under Consumer Duty, discover how to implement segmentation as part of a centralised investment proposition. Explore the potential benefits of segmentation and the questions you could be asking as you develop your approach.

Throughout, there are insights on segmentation trends, insights from advisers and tips from those who have done it themselves. A must read guide if you’re looking to review or strengthen your client servicing proposition.

Register for our 2022 CRP Research Report

Researched for us by NextWealth, this report looks at how adviser firms across the UK are choosing to ‘centralise’ their retirement advice process, what elements feature (and don’t feature) in CRPs and what the benefits of centralisation might be. 

Watch: CRPs and the Consumer Duty effect

Heather Hopkins from NextWealth joined us for an hour-long Paraplanners Assembly event covering trends in CRPs, including the effect that consumer duty is having on propositions as well as whether secure income is making a comeback.