Online Assembly: The Paraplanner essentials of Centralised Retirement Propositions Wednesday 22 July 2020

What's it all about?

Our third online gathering with Ascentric we’re looking Centralised Retirement Propositions (CRPs) where we are joined by Next Wealth’s Heather Hopkins, author of a recent report on CRPs for Ascentric.

If you’ve just started trying to get your head around CRPs, or are some way along the journey of implementing one, then this is for you.  What will we cover? We are going to storm through:

  • 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

As always, we’ll be looking at this through the Paraplanner lens and answering any questions you have on CRPs.

After the event, you’ll also be able to claim an hour’s structured CPD from Ascentric, along with accessing all the help available in their resource centre.

Three out of Five

This is the third in a series of five online events that we’re partnering with Ascentric to deliver through this yearYou can catch up on previous episodes here.

Meet the panel

 

  • Heather Hopkins – 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.
    Heather was most recently the head of Platforum, a market-research firm servicing the UK platform market owned by Centaur Media. Prior to that she was the head of research for Hitwise, an internet data analytics company, working from London and Tokyo. Earlier, she was an executive at Dalbar, an international financial-services data company, based in Toronto and Boston.
    Heather organises the Women in Investments meet-up in London, which supports female leaders in the investment industry, writes a column for New Model Adviser and is a regular speaker at industry events.
  • John Allen – 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.
  • Richard Allum – Founder of The Paraplanners (and manages to run a few paraplanner events, or something like that).

Want to ask a question on the topic already? Go on, once you’ve registered, pop your question under the Q&A section – don’t wait for the event, or email us here, or ask in real-time on the day.

Q&A: When, where and how much?

Q: When and where will the event take place?
A: It takes place on our crowdcast channel here and is on Wednesday 22 July, 1.00-2.00pm.

Q: What if I can’t make it to the event?
A: That’s the good news. Book a spot and watch a replay of the session whenever it suits you.

Q: How do I book my place and, if so, how much does it cost?
A: It’s FREE. Head over to the channel by clicking the ‘BOOK NOW’ button on this page, and once there click ‘SAVE MY SPOT’ for the event.


PAST ASSEMBLY
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22nd July 2020

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1:00pm

 
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