Building a robust CRP with William Marshall - Episode 10

In this episode, our host, Alison Moini is joined by William Marshall, Chief Investment Officer here at HRIS to discuss how advisers can build a robust Centralised Retirement Proposition (CRP).

In our tenth Hosted by HRIS podcast, our host, Alison Moini is joined by William Marshall, Chief Investment Officer here at HRIS.

This episode focuses on how advisers can build a robust Centralised Retirement Proposition (CRP) on the back of the FCA’s Thematic Review of Retirement Income Advice.

In particular, our experts discuss:

• What are the key takeaways for advisers following the FCA’s review?
• What is sequencing risk and is it just a concern for those in retirement?
• What are we hearing from advisers at the moment?
• How are we helping advisers manage this and ensure they have a robust CRP in place?
• What are the three actions that advisers should be taking on the back of this?

Listen to full podcast below.