CRP Checklist

Many financial advice firms have developed and refined their Centralised Investment Propositions (CIPs) over the years. But the advent of Pension Freedoms and greater regulatory scrutiny has many firms looking to refine these for retirement / decumulation clients.

This has seen the rise of Centralised Retirement Propositions (CRPs) but many questions about what exactly a CRP is remain.

TCF Investment has provided an outline checklist to allow firms to review and refine their CRPs. It is not necessarily the complete guide to all elements of a CRP – and these may well vary by firm. But it has been used by several firms with great feedback.

It looks at both the key elements of a CRP but also some thoughts on how these are being used / embedded in the firm’s processes.

The full CRP Checklist is available to download from our Adviser Centre.