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…
- What is a CRP and how is it different to a CIP?
- The context to CRPs including PROD, the Retirement Suitability review and Dear CEO letters
- Where a CRP can help
- How firms use CRPs
- What can you include in your CRP