Mastering CIPs and CRPs: A comprehensive guide for advisers

Prepared for UK professional advisers only. Albemarle's Partnerships Manager Nathan McKerlie hosts Andy Parsons, Head of Investments and Protection at Defaqto, for an insightful discussion on centralised investment propositions (CIPs) and centralised retirement propositions (CRPs).

They explore the steps that advisers need to take when establishing a CIP or CRP, emphasising client segmentation, target market definition, and the delineation between research and due diligence.

The conversation delves into practical tools available for advisers, like cashflow modeling and Defaqto's software. Nathan and Andy discuss the importance of these tools in demonstrating how investments align with client goals, particularly in planning for both accumulation and decumulation phases. The podcast considers the benefits of DFMs in aiding robust and flexible investment frameworks.

This is the first of two episodes aimed at helping advisers develop CIPs.

 

Website 

To learn more about Albemarle Street Partners, visit aspim.co.uk 

 

Important information

Wisdom Shared is exclusively for professional advisers only. Private investors should contact their financial adviser.

Past performance is not a guide to future performance. The value of your investments may go down as well as up and investors may not get back the amount originally invested. Capital is at risk.

Nothing in this podcast/video should be deemed to constitute the provision of financial, investment or other professional advice in any way. This podcast/video may include forward-looking statements that are based upon current opinions, expectations, and projections. All opinions are our own, or those of guest contributors, and we undertake no obligation to revise any forward-looking statements. Actual results may differ materially from those anticipated in statements.

Issued by Albemarle Street Partners which is a trading name of Atlantic House Investments Limited (AHI), which is authorised and regulated by the Financial Conduct Authority (“FCA”). The information, data, analyses, and opinions contained herein include the proprietary information of Albemarle Street Partners, may not be copied or redistributed without prior permission, do not constitute investment advice offered by Albemarle Street Partners, are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and are not warranted to be correct, complete, or accurate. Albemarle Street Partners shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use.