Elston supports UK financial advisers CIP/CRP/MPS
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Centralised Investment & Retirement Propositions

Your investment solutions partner

What we can do

We have experience developing Centralised Investment & Retirement Propositions (CIRP) for UK Financial Advisers.
We review your proposition against regulatory guidance, industry best practice, and provider options, to help develop a CIRP that is unique to your firm's target market.
Our toolbox means we can scope out and work with you all you need to offer the CIRP you want for your clients - model portfolios, multi-asset funds, guaranteed income, blended solutions and purpose-built retirement strategies.  We can also structure a relevant CPD training programme for your advisers.

How we can help

1: initial consultation to understand your needs and requirements
2: review your existing or planned CIRP documentation
3: work together to define, design and document your CIRP

​How to get started

To book an initial free-of-charge consultation (subject to eligibility criteria) to understand your requirements, please complete the Enquiry form below

Relevant CPD

We have a wealth of materials relating to CIRPs, product governance and retirement investing.  You can useful links below.
PFS-accredited CPD Articles for FT Adviser (30mins CPD each)
1. How to help clients invest for accumulation and decumulation
2. Building a decumulation strategy for clients
3. Getting the withdrawal profile right for clients in decumulation
4. What the FCA's rules on investment pathways mean for clients
​5. How to engage with clients on a retirement pathway
CISI-accredited CPD Webinars (1h CPD each, 1.5h with test)
CIRPs & Product Governance

1. Product Governance for Financial Advisers
2. Whitelabel platforms & insourced CIRPs

Retirement investing
1. Retirement Investing 
2. Retirement Pathways: a new standard
3. Retirement Pathways: a governance perspective



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© COPYRIGHT 2012-25. ALL RIGHTS RESERVED.
 Elston Consulting Limited (Company Registration Number 07125478) is registered in
England & Wales, Registered address:  1 King William Street, London EC4N 7AF
  • WHO WE ARE
    • About
    • Our Journey
  • WHAT WE DO
    • Elston Portfolios >
      • Our Portfolios
      • Adaptive Portfolios
      • Retirement Portfolios
      • Sustainable Portfolios
      • Multi-Asset Income
      • All Weather Portfolio UK
      • Money Market Portfolio
    • Custom Portfolios >
      • Custom Portfolios
    • CGT Solutions >
      • Our CGT Solutions
      • GIA Portfolios
      • Onshore Bonds
      • Direct Gilts
    • Adviser Support >
      • Our Adviser Support
      • CIRP
      • Investment Committee Support
      • Regulatory Support
      • Analytics, Factsheets & Reporting
      • CPD
    • Fund Solutions >
      • Our Funds
      • Custom Funds
    • Index Solutions >
      • Our Indices
      • Sector Equal Weight
      • UK Equity Income
      • Liquid Real Assets
      • Gold and Precious Metals
      • Custom Indices
  • WHO WE HELP
    • Financial Advisers
    • Discretionary Managers
  • Insights
  • Contact