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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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12/06/2020

There are many platforms that can tick the exchange dealing box on paper. But the more pertinent, and often un-asked question is, ‘how do you do your exchange dealing?’ This shines...

04/06/2020

Brett Baker a paraplanner at Premier Financial Management explains how he manages cash for clients who are taking income and why ring-fencing cash may be needed as an ‘extra...

04/06/2020

Jason Hemmings from Cornerstone Asset Management tells us why advisers should play an active role helping clients who want to hold cash separately outside a model portfolio. He...

28/05/2020

Heather Curtis, Head of Customer Experience charts the journey she’s been on with her team – and the advisers they serve – as they transform Ascentric’s service and support model.

27/05/2020

Royal London announces the sale of its platform business, Ascentric, to M&G plc (M&G).

26/05/2020

There are many quality client conversations happening about investing for the long term, the benefits of diversification and buying opportunities when prices are low. But, after...

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,...

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