Lawrence Cook: Developing your centralised investment proposition

PA360 2019 revisited

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Lawrence Cook: “Advisers are increasingly showing an appetite for establishing a ‘withdrawal policy statement’ agreed with the client at the outset.”
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Lawrence Cook: “Advisers are increasingly showing an appetite for establishing a ‘withdrawal policy statement’ agreed with the client at the outset.”

How a client is invested is just one, albeit very important, part of the equation, writes Lawrence Cook - the other being a CRP designed to lead to advice specific to the demands of decumulation

The very specific demands of decumulation can be quite varied and, as such, the advice to the client and the investment solution need to be plugged into that. The FCA's recent paper CP19/5 on Retir...

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