CRP – What is it, who is it for and needs one?

Beginner
Financial planning
Self certified
Video
Date:

Wednesday 27th February 2019

Location:

Online

Duration

1 HRS

Develop a deeper understanding Centralised Retirement Propositions (CRPs).

Learning objectives

In this session we covered…

  • What is a CRP – is it a CIP with a different name?
  • Who is it right for?
  • Building a process and strategy
  • Tools and stress testing
  • Reviews

Speakers

1
Tim Coverdale
7IM

Tim is Head of Business Development in the North of England and Scotland at 7IM. With 25 years in Financial Services both as an IFA and on the Provider side, you may also recognise Tim as a regular PFS presenter.

1
Martin Lines
Just

Martin is Business Development Director at Just. He has 30 years’ experience in financial services, working with local and national adviser firms on pension and retirement-related issues.

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