Centralised Retirement Proposition CPD 2021

We hope you’ve found our CRP Assembly helpful.  You should now have achieved these learning objectives:

  • CRP v CIP and how they are used
  • Key trends and developments in CRPs
  • Cash buffers/bucket/layering and the alternative options
  • Sequencing risk, withdrawal strategies, client segmentation and regulatory updates
  • Legacy and later life planning as part of a CRP

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