Building and Supporting Centralised Investment Propositions
Independent expertise to help your firm select and monitor outsourced investment solutions – and meet Consumer Duty expectations.
The Challenge
For firms that outsource investment management, the need for a clear Centralised Investment Proposition (CIP) has never been greater. Regulators expect firms to evidence how providers are chosen, monitored, and reviewed. At the same time, advisers want solutions that save time, reduce risk, and deliver consistent outcomes for clients.
CIP Development - from the ground up
I work with adviser firms to design and implement robust Centralised Investment Propositions. This can include:
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A panel of MPS providers
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Multi-Asset or Multi-Manager fund solutions
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Decumulation frameworks
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Approval notes and documentation
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Governance processes for ongoing oversight
Modular Support
Not every firm needs a full CIP build. I offer modular support to fit your requirements — whether that’s introducing a decumulation option, improving monitoring, or refining governance processes.
MPS Analysis Service
Designed to feel like your own investment team – providing ongoing analysis, quarterly webinars, and dedicated support every step of the way through your clients’ investment journey, all for a small monthly fee.
What makes it different?
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Independent
I receive no fees from the portfolios I assess.
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Selective
Only the highest-quality solutions make the cut, forming a high-conviction “buy list.”
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Practical
An insight platform designed to save advisers time and provide ready-to-use research.
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Experienced
Research conducted personally, drawing on my background building and managing MPS propositions for leading UK wealth firms.
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Ongoing Support
Quarterly recorded webinars to help firms prepare for provider meetings.
The Benefits
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Confidence that your CIP is built on independent, rigorous research.
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A clear, documented process that stands up to regulatory scrutiny.
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Flexible support that adapts to your firm’s needs.
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Ongoing access to high-quality, selective MPS insights that save time and strengthen governance.
