Cash management can be essential for meeting individual suitability at any stage of a client’s journey. But it’s particularly relevant for your retirement proposition, where clients will be most reliant on income. As part of our commitment to choice and flexibility, we’ve introduced more options to ring-fence your clients’ cash on an account-by-account basis, in the way most appropriate for them.
Our third annual CRP report, researched for us by NextWealth.
To what extent are adviser firms across the UK choosing to ‘centralise’ their retirement advice process? What elements feature (and don’t feature) in a CRP? What are proving to be the benefits of centralisation? And how is a balance between process centralisation and client personalisation being struck?