Taking your Centralised Investment and/or Retirement Proposition to the next level
Learning objectives:
Understand – How to enhance/develop a centralised investment/retirement proposition (CIP/CRP).
Explore – The thinking and questions that need to be answered when structuring a new CIP/CRP.
Identify – How to develop your criteria for a CIP/CRP.
Analyse – The different aspects of an investment partner’s offering, including service propositions, investment styles and commercial terms.
Learn – How to select an investment partner or panel of partners, how to engage with the chosen firm(s), and how to implement and review a new discretionary-based CIP/CRP.
Examine – The requirements for joint investment committees and the importance of having clearly defined review points following the implementation of a new CIP/CRP.