Join David “DAN” Norman from TCF Investment as we take a practical look at Centralised Retirement Propositions (CRPs).
- Should advisers bother with them?
- Are they different from Centralised Investment Propositions (CIPs)?
- What does good look like?
DAN has worked with over 150 adviser firms to assist in developing or refining their CIP and CRP.
He will provide a simple checklist to assist advisers when building / refreshing a CRP, and also cover the value that a CRP has for clients.
The session will also include take away checklists and sales aids that can be used to develop your CRP.
The Learning outcomes
1. Understand the regulatory context around CRPs
2. Gain a broad understanding of what CRPs are and why advisers need to consider them
3. Know the key differences between CIPs and CRPs
4. Identify what is good practice when building / considering a CRP
5. Be able to use a simple checklist to help build, refine, or challenge a CRP
Agenda
• The regulatory perspective & demographic background
• The importance of PROD
• CIP and CRP – the differences
• What does a good CRP look like?
• Getting your facts straight
• CRP checklist and managing conflicts
• The value of your CRP