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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 Powwow series

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


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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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Cashflow modelling is a common part of many advisers’ process these days. While this has inevitably led to some clear similarities in how cashflow planning is used with clients,...


Risk profiling has become an integral part of the advice process for the majority of firms and many will use it with all clients, regardless of whether they’re in accumulation or...


Advisers are rejecting the view that having a Centralised Retirement Proposition (CRP) is a restrictive 'sausage factory' approach to retirement planning, with almost...


Exclusive research for Ascentric shows nearly half of UK advisers are dividing their client bank according to investible assets. NextWealth’s Heather Hopkins believes advisers...


The retirement income market keeps on growing; it’s a core focus for many advisers and we wanted to better understand the broad spectrum of needs, priorities, risks and options for...


It can be hard to think about anything except the coronavirus pandemic at the moment, which is affecting all areas of people’s lives – not least their finances. But there are...


Much of the financial services industry is still getting to grips with the PROD governance rules. This slower than expected uptake is partly because some of the necessary steps...


Our collective experience of COVID19 is dominating lives right now. And there’s a whole load of unknowns. Only time will tell whether we see significant changes to the way we work....

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