Are you closer to a Centralised Retirement Proposition than you think?
As regulatory expectations continue to evolve, CRPs are coming into sharper focus as a way to deliver consistent, well evidenced, and client-centered retirement advice.
This session takes a practical view. Not how to start, but how to refine, structure, and elevate the approach you already have in place.
Session highlights
Strengthening your retirement proposition
Are you closer to a CRP than you think?
With growing focus from the FCA, CRPs provide a practical framework to support consistency, robustness and strong client outcomes in retirement.
CRPs are often seen as a major overhaul. In reality, most firms are already doing much of the right work. The challenge is not capability, but clarity: structuring, documenting and evidencing what you already do well.
Rather than asking, "How do you build a CRP?", this session starts from a more practical place: what are you already doing well, and how do you turn that into something robust, repeatable and clearly evidenced?
You'll leave with a CRP guide, practical actions and a checklist to support the design and documentation of your CRP.
Industry spotlight with AdvisoryAI: What 400 advice practices have taught us
Almost every advice firm has started with AI. You can see why: nearly half of advisers have turned clients away because of paperwork. Most bought a meeting note-taker, saved some time, and then hit the same question: what now?
With a dozen tools all promising the same thing, it is easy to pay for the next one and still be stuck.
Inspired by what we see across 400+ UK advice firms, this session steps back from the tools and starts with you. Whether you want more clients, a more profitable business, or your evenings back, the right next move depends on where your practice is today, and on what you want from it.
You will leave with a clear way to think about your firm's AI journey, and the questions worth asking before you spend another pound.
Event format
12:00 to 14:00 | Lunch, presentations, and discussion
CPD accredited. Certificates will be available following the event. Select your preferred event. Capacity is limited.
Upcoming events
September
Birmingham
Wednesday 16 September
Hogarths Hotel, Four Ashes Rd, Dorridge, Solihull, B93 8QE
Warrington
Wednesday 23 September
Cottons Hotel & Spa, Manchester Road, Knutsford, Cheshire, WA16 0SU
Kent
October
Tuesday 29 September
West Malling Golf Club, Trottiscliffe Rd, West Malling, ME19 5AR
Brighton
Thursday 01 October
AMEX Community Stadium, Village Way, Brighton and Hove, Brighton, BN1 9BL
Cambridge
Wednesday 14 October
Hinxton Hall Conference Centre, Wellcome Genome Campus, Hinxton, Saffron Walden, CB10 1RQ
Edinburgh
November
Thursday 29 October
The George Hotel, 19 - 21 George St, Edinburgh, EH2 2PB
Norwich
Tuesday 10 November
Dunston Hall Hotel, Spa & Golf Resort, Ipswich Rd, Norwich, NR14 8PQ
London
Wednesday 11 November
Morningstar, 1 Oliver's Yard, 55-71 City Road, London, EC1Y 1HQ
CPD certification available. Places are limited. Reserve your FREE spot today.
Don't see your city listed? Let us know if you'd like us to come and visit you.
Click here to manage your preferences or unsubscribe from future emails.
This email contains privileged and confidential information and is intended only for the use of our professional clients. Any dissemination, distribution, or duplication of this communication without prior written consent from Morningstar is strictly prohibited. If you have received this message in error, please contact the sender immediately and delete the materials from any computer.
This communication is issued by Morningstar Investment Management Europe Ltd, registered in England, company number 05732689, registered office 1 Oliver's Yard, 55-71 City Road, London EC1Y 1HQ. Morningstar Investment Management Europe Ltd is authorised and regulated by the Financial Conduct Authority (FCA).
This communication does not constitute investment, legal, tax or other advice and is supplied for information purposes only. Morningstar Investment Management Europe Limited cannot guarantee positive results from our investment decisions, and we cannot guarantee that our portfolios will meet your objectives or that losses will be avoided in any of the portfolios. The value of investments may go down as well as up and an investor may not get back the amount invested. Reference to any specific security is not a recommendation to buy or sell that security. The information, data, analyses, and opinions presented herein are provided as of the date written and are subject to change without notice. Every effort has been made to ensure the accuracy of the information provided, but Morningstar Investment Management Europe Limited makes no warranty, express or implied regarding such information. Except as otherwise required by law, Morningstar Investment Management Europe Limited shall not be responsible for any trading decisions, damages or losses resulting from, or related to, the information, data, analyses or opinions or their use.
To learn more about Morningstar Wealth regulated entities and products, please click here Morningstar Wealth EMEA Disclaimers