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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

Centralised 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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Showing 41 result(s) (Page 1 of 6)

26/11/2020

We know how important your investment proposition is to your business and running it, as cost effectively as possible for your clients, will be a key priority as part of this. So,...

11/11/2020

The options for funding long-term care can be complex and often hard for families and individuals to understand, making the role of advice – whether it be financial advice, advice...

11/11/2020

As the year starts to draw to an end, much of the noise around responsible investing has turned to the imminent requirement to assess a client’s preferences in this space. I say...

15/10/2020

Head of Digital Transformation, Rachel Allen, looks at how the way we work with you has changed as we've introduced paperless processes.

14/10/2020

This latest article focuses in on the pension death benefit rules, which were extended in 2015 and, as a result, can act as a potential source of intergenerational income. We take...

01/10/2020

Against a backdrop of regulatory reviews and numerous market jolts from coronavirus, the remainder of 2020 could be the perfect time to brush up your processes and approach to...

01/10/2020

The rise of intergenerational wealth transfers presents an opportunity for advisers to build relationships with a younger generation of clients – an area of the market which has...

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.

Contact our sales team

The Ascentric Wrap platform is available for Financial Advisers to support their business. Find out how we could help add more value for your clients

adoption@ascentric.co.uk

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