Wednesday 22nd July 2020
Online
1 HRS
This video covers the essentials for those of you trying to get your head around Centralised Retirement Propositions, or are some way along the journey of implementing one.
In this session we covered…
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.
John Allen is Institutional Business Development Director, Ascentric. John focuses on helping advise businesses weather the changing commercial, regulatory and propositional landscape we operate in. Centralised Investment Propositions (CIP) and Centralised Retirement Propositions (CRP) are high on the agenda post MiFID II and PROD, as well as trying to drive cost out of portfolios and processes. John joined Ascentric 18 months ago after 20 years with Elevate / Standard life. He doesn’t live in the Wild West – he lives in Wales.
M&G Wealth have created a page on their website where you can download the slidedeck, access resources AND complete a brief test to obtain your CPD certificate for taking part.
Financial planning
