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Mastering CIPs and CRPs: A comprehensive guide for advisers

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.

  


Follow the Wisdom Shared podcast series on Podbean, Spotify and Apple Podcasts, or use this feed  https://feed.podbean.com/wisdomshared/feed.xml to listen on your player of choice

 
 

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