Building a Centralised Investment and Retirement Proposition - Part two

Prepared for UK professional advisers only. In the second episode of our series on creating a Centralised Investment and Retirement Proposition (CIRP) Karl Dines, principal at Open Door Policy, interviews Albemarle Street Partners' Charlie Parker and Fahad Hassan. Karl asks them how they would address some of the investment challenges that need to be considered when developing a CIRP. They focus in particular on how to manage a client's investments during drawdown, as well as offering practical advice on how to manage volatility, address market downturns and the role of an adviser in navigating a clients financial anxiety.

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