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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.

 
 

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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Showing 83 results (Page 1 of 11)

22/05/2020

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,...

20/05/2020

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...

05/05/2020

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

05/05/2020

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...

29/04/2020

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...

27/04/2020

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...

20/04/2020

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...

01/04/2020

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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