A CRP designed to suit your needs
A Centralised Retirement Proposition (CRP) is a framework used by financial advisers to deliver consistent advice to multiple clients. It's similar to a Centralised Investment Proposition (CIP), but looks at more complex variables to focus on sustainable retirement income rather than just securing funds.
You can request our resources by filling in a few details below. Or you can get in touch with your usual Royal London contact.
Our CRP resources
CRP checklist
A list of the key areas to consider when building your CRP. Ideal for validating
your approach or ensuring nothing is missed.
CRP template
A short, guided CRP template. This includes prompts and suggestions so you can populate each section with your own content.
CRP framework
A completed version of the CRP template, showing what a good CRP could look like. Use it as a benchmark or inspiration for your own version.
Why having a CRP is important
A fully considered and well-written CRP can provide several benefits and opportunities to advisers. And by helping firms align with regulatory requirements, while enabling efficient and consistent advice, a CRP can ultimately lead to improved client outcomes.
Our CRP framework is designed to help your firm deliver more than just advice. It helps you deliver confidence, clarity, and compliance. By embedding our tools and templates into your approach, you can:
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Deliver more consistent, high-quality outcomes
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Evidence compliance with Consumer Duty
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Build trust and confidence with clients
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Future-proof your business
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Plan before placement – with impartiality in mind
“A CRP framework must not only be compelling and easy to implement - it must be better than what’s already out there. That’s how we help firms deliver consistent, high-quality retirement advice and lead the way in measuring the intangibles that matter most to clients.”