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Planning for sustainable income roadshows

January 2020 was on the road for Ascentric and our experts Mark Polson, Steve Webb and Sarah Pennells. Sharing adviser research from lang cat on Centralised Retirement Propositions and intergenerational wealth planning from Royal London.

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We're sponsoring this year’s Paraplanners Online Assembly series

Catch the webinar recordings and support materials on topics ranging from PROD to building CIPs and CRPs.

 
 

Paraplanner Events

Centalised retirement propositions – our research

Our latest research done for us by NextWealth on CRPs. Packed full of adviser insight – some of it unexpected – this report offers plenty of food for thought.
 
 

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10/09/2020

Ian McGough, Head of Platform Adoption, takes us through what to expect as we expand our service model to focus on how you sign up to Ascentric and the support we’ll offer you.

07/09/2020

There’s been an increase in regulatory scrutiny of the suitability of retirement advice and we only expect this to intensify. This is a key reason why financial advice firms are...

01/09/2020

M&G plc (M&G) today announces the completion of its acquisition of the UK Wealth Management platform Ascentric from the Royal London Group.

27/08/2020

So what do you do with the outliers? Well you could refuse to work with them as they don’t fit your proposition or you could build in some of the flexibility quoted in our CRP...

26/08/2020

Between ‘baby boomers’, ‘generation rent’ and ‘boomerang children’ the contrasting fortunes across different generations make intergenerational wealth transfer more complicated –...

18/08/2020

With the FCA’s consultation on open ended property funds now well underway, there’s plenty of speculation about potential outcomes. Following the third widespread suspension of...

04/08/2020

Is the ongoing coronavirus crisis prompting you to adapt how you manage cash for clients – perhaps holding extra cash or rebalancing more often - or are you staying the course?

03/07/2020

A key finding from our adviser CRP benchmarking research conducted earlier this year was that a, ‘CRP is a centrally agreed approach to planning in retirement, typically covering...

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