DIY Plan for a Centralised Retirement Proposition (CRP)

Enhance your firm's retirement planning capabilities with our comprehensive Central Retirement Proposition (CRP) guide. Designed to be adaptable for firms of all sizes, from small practices to large national organisations, this resource aligns with the FCA's Thematic Review of Retirement Income Advice (TR24/1). Our guide empowers your firm to: Effectively track and monitor decumulation clients, Establish centralised decumulation assumptions, Monitor income withdrawal sustainability, Manage potential conflicts of interest objectively, Assess ongoing client suitability for your CRP, Mitigate risks in pension decumulation advice, Deliver measurable, value-driven outcomes for clients Whether you're a small team juggling multiple roles or a larger firm coordinating cross-functional resources, this guide provides the tools to elevate your retirement planning services and meet regulatory expectations.