Partnering to Strengthen Retirement Advice and Adviser Education

At Money Wise UK®, I am looking to collaborate with solution providers who share a commitment to improving retirement outcomes through structure, clarity and practical adviser education.

Across the profession, many firms have yet to formally review their retirement propositions. At the same time, views on decumulation, sequencing risk and regulatory expectations remain divided. This creates both uncertainty and opportunity.

Through the trademarked Centralised Retirement Proposition (CRP®) framework, I support financial planning firms in building retirement propositions that are:

• Structured and clearly documented

• Aligned to FCA expectations

• Focused on sustainable client outcomes

The next step is collaboration.

I am keen to work with MPS and solution providers who want to support adviser education — co-creating practical resources, roundtables and structured learning that build confidence in retirement advice.

This is not about distribution.
It is about raising standards together.

Further details of potential collaboration structures and education programmes with IFAs are outlined below.

If you value independent thinking, structured frameworks and long-term client outcomes, I would welcome a conversation.