Centralised Retirement Poposition - Process Template

Centralised Retirement Proposition (CRP) Process Template

Our CRP Process Template is built around the FCA’s Thematic Review and covers all the essential areas needed to create a robust, compliant, and client-focused Centralised Retirement Proposition (CRP).

✅ Flexible & Practical – The template is designed to be easily adapted to your firm’s specific requirements.
✅ Comprehensive – It ensures your CRP process addresses every key area of the FCA’s expectations.
✅ Future-proof – We provide free updates as regulations evolve, keeping your framework up to date.

Pricing & Package Options

• CRP Process Template (standalone): £1,000

• Bundle Offer:
  Purchase the Solutions Document, Questionnaire, and Withdrawal Policy Statement, and receive the Withdrawal Policy Statement free of charge.

• Implementation Support:

  • Guidance for completing the documents is included.

  • If you purchase all documents and would like our direct support completing them:

    • £1,000 for two days’ work

    • £400 per day thereafter

Payment

Payment is taken securely by card. A payment link will be sent before any work begins.