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).
22 Jul 2024
![HRIS Podcast Imagery06](/media/n3omtlje/hris_podcast_imagery06.jpg?anchor=center&mode=crop&quality=80&width=863&height=466&rnd=133366738166770000)
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.
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