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CRPs and the consumer duty effect

Self certified

Wednesday 12th October 2022





A video cover image showing the title 'CRPs and the consumer duty effect' in large letters. Beneath it, the subtitle reads 'Recorded on 12 October 2022'.

Heather Hopkins of NextWealth and Andrew Nash from Pru joined host, Richard Allum, for an online Assembly at 1pm on 12 October 2022.

During the hour-long event they covered the emerging trends in CRPs including thoughts on the effect that consumer duty is having on propositions.

They also covered other topics such as whether secure income is making a comeback and insights into client perspectives on the information that advice professionals provide to them.

From now on, there’s no need to visit Crowdcast to save your spot at an online Assembly. Just tap ‘Book event’ and follow the step-by-step instructions.

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Heather Hopkins

With a career spanning Toronto, Boston, Tokyo and London, Heather is a data and research expert specialising in retail investment distribution, and the Managing Director and Founder of NextWealth. She is also a Director of Clive Waller Consulting Ltd and serves as Vice-Chair of The Investment Network and the Schroders UK Platform Awards.

Andrew Nash

A Chartered Financial Planner since 2006, Andy Nash has worked in the industry for over 34 years. He has held a variety of positions with major providers and has also worked in a regulated advisory capacity. Andy brings extensive experience in the Pension, Investment and Tax Planning arena to the team.

Event resources

Useful links

M&G have created a page on their website where you can complete a brief test to obtain your CPD certificate for taking part.

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