Centralised Retirement Proposition - Pre Retirement Questionnaire Template

Centralised Retirement Proposition (CRP) Pre-Retirement Questionnaire Template

Our Pre-Retirement Questionnaire Template is built around the FCA’s Retirement Income Advice Assessment Tool (RIAAT) and ensures you cover all the key areas when engaging with clients.

✅ Aligned with FCA expectations – Designed to reflect the RIAAT framework.
✅ Customisable – Easily adapted to your firm’s processes and client communication style.
✅ Practical – Helps you capture the right information to build a compliant and client-focused CRP.

Pricing & Package Options

• Pre-Retirement Questionnaire Template (standalone): £250

• Bundle Offer:
  Purchase the Solutions Document, Process Document, 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.