Helping you build your retirement proposition and deliver a sustainable income for your clients.
Here you’ll find a summary of our research, guides and insights into the market. And, adviser firms and other experts sharing their practical experience.
CRP Research Launched – New 2021 Report
Our second Centralised Retirement Propositions (CRP) benchmarking report. Researched by NextWealth, for us.
This time we’ve dug deeper into CRP adoption, the benefits of a structured retirement strategy and challenges during the pandemic, as well as changing client needs and behaviour.