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.
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.