Paraplanner

Paraplanners Assembly 2022 – CRPs and the Consumer Duty effect

60 min read 12 Oct 22

What was covered?

We were delighted that Heather Hopkins from NextWealth joined us for our latest online Assembly on the 12th October 2022.

During the hour-long event we covered the emerging trends in CRPs including thoughts on the effect that consumer duty is having on propositions. 

We also looked at other topics such as whether secure income is making a comeback and insights into client perspectives on the information that advice professionals provide to them. Check out the slide deck here.

Watch the event

 

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Check out our previous Assemblies – they’re each worth an hour of CPD

2022

Hear from the experts on Trusts, IHT, Tax and CRPs.

Catch up on 2022

2021

Hear from the experts on CRPs, tax, IHT, lifetime allowance and more.

Catch up on 2021

2020

Hear from the experts on CIPs, CRPs and more

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