Elston supports UK financial advisers CIP/CRP/MPS
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Retirement Portfolios

We help you develop and integrate your Retirement Proposition

  • This portfolio range is managed by Elston Portfolio Management using research, analytics and insights from Elston Consulting.
  • By mapping your existing solutions to our Retirement Pathways architecture, we can help you develop your own Retirement Income advice process that integrate with your broader Centralised Investment & Retirement Proposition.

1. Understand the Challenge

Understand the key aspects of evolving Regulation and best practice when it comes to offering a Retirement Proposition.

2. Get the Knowledge

Use our extensive library of CPD content to build and prove knowledge in Retirement Investing.

3. Find a solution

We work with financial advisers to develop their  Centralised Investment & Retirement Proposition.
Arrange a Consultation using the form below to find out out more.

Our Retirement Proposition design process

1 Focus on Client Segments

Consider your broader Retirement Proposition: how you assess suitability, what tools you use and how you model retirement outcomes for different client segments and their respective needs and objectives.

2 Combine Retirement Portfolios with an Annuity Glidepath

Combining Retirement Portfolios with our Annuity Glidepath framework creates a comprehensive approach to retirement income.  Also consider how your retirement proposition compares to workplace pensions and to non-advised Retirement Pathways from an appropriateness, Value For Money and ESG perspective.

3 Integrated Governance & Reporting

Consider how you will create a robust Governance framework around your Retirement Proposition and how you will integrate it with your back office and end client reporting.
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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