(Don’t) cut the CRP

30/07/2021

Online

11:00 am

In this webinar, we chat about all things Centralised Retirement Propositions (CRP). We kick off with the basics by looking at what a CRP actually is, the fundamental differences between a CRP and a CIP, and how building one to use within your firm can streamline your processes for clients in decumulation.

We then discuss what you can consider including in your CRP, covering all stages of the advice process as we go.

This event is hosted by Alasdair Wilson of The Verve Group and Christian Markwick of Apricity Compliance.