Creating a Centralised Retirement Proposition: Reducing Risk Through Design

Creating a Centralised Retirement Proposition: Reducing Risk Through Design

With rising regulatory pressure and complex client needs, financial advisers need a clear and robust approach to client retirement planning.

We will discuss:

This webinar with Sian Davies Cole explores how a well-designed Centralised Retirement Proposition can reduce risk, improve consistency, and support better client outcomes through smarter design.

Learning Objectives:

1. What are the core components of a CRP?

2. What question does a centralised retirement proposition try to solve?

3. How do risk profiling questionnaires and CRPs fit together?

60 Structured CPD Applicable. For Financial Professionals Only

Sian Davies Cole, Founder & Paraplanner at Snazzify

Sian is the Founder & Paraplanner at Snazzify, an outsourced paraplanning and consultancy firm which she set up in 2025. She specialises in complex financial planning and projects such as CIPs, CRPs and bespoke research. After more than two decades in financial services, completing the CFP certification and working with real Financial Planners for the past six years – she has a well rounded experience blending practical compliant financial advice with client friendly communication. 

Ashley Owen, Head of Business Development at ebi

Ashley Owen is Head of Business Development at ebi Portfolios. Joining in 2020, Ashley is the main point of contact for any new adviser enquiries, introducing ebi and presenting the solutions offered. 

Ashley has a background in investments and wealth management, both in the Channel Islands and London, having spent time at an exclusive wealth manager advising UHNW clients with a minimum net worth of £100m, over seeing DFM operations, conducting fund due diligence and maintaining client relationships. 

Ashley previously worked at AES International, covering positions of Head of Investment Strategies, helping centralise their investment proposition, and as Associate Director, coaching advisers on building their business.