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