For professional advisers only
An Overheating CIP: 2024
Ways to cool the engine
Our second research report into how advisers can get the most out of their CIPs.
What this research is about
At Copia Capital, our goal is to help advice and planning firms become more successful, by de-risking their businesses and providing investment solutions that give the best possible client outcomes.
In 2022, we conducted our first research into the effectiveness of Centralised Investment Propositions (CIPs), which research shows are today used by 92% of advice firms. Given their importance to client outcomes, this year we’ve repeated and expanded the research to see how CIPs have evolved in a typical advice firm, particularly following the introduction of Consumer Duty.
To achieve this, we commissioned insight consultancy the lang cat to conduct in-depth research into how advisers are operating their CIPs. Among other issues, the lang cat talked to more than 100 advice firms about:
We believe the findings will help advisers ensure their CIP is operating effectively, delivering the best possible outcomes for their firm and its clients.
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This information is intended for professional financial advisers only. Copia does not provide financial advice. This information is not intended as financial advice and should not be interpreted as such. Model investment portfolios may not be suitable for everyone. The value of funds can increase and decrease, past performance and historical data cannot guarantee future success. Investors may get back less than they originally invested.
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