Centralised Retirement Proposition - Withdrawal Policy Statement

Centralised Retirement Proposition (CRP) Withdrawal Policy Statement

Our Withdrawal Policy Statement provides a clear framework to support your Centralised Retirement Proposition (CRP). It helps ensure income is managed in a way that is sustainable, compliant, and focused on delivering good client outcomes.

✅ Client-focused – Designed to promote sustainable withdrawals and protect against key retirement risks.
✅ Practical – Easily adapted to fit your firm’s specific processes.
✅ Aligned with FCA expectations – Supports best practice in line with regulatory guidance.

Pricing & Package Options

• Withdrawal Policy Statement (standalone): £250

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