CRP Report Writing Services
Empower Confident Retirement Decisions with Professional CRP Reports
Your Centralised Retirement Proposition (CRP) is designed to offer structure, safety, and efficiency in later-life advice. But writing clear, compliant documentation for retirement income planning can be time-consuming, especially when personalisation is key.
Root Paraplanning supports advisers with expert CRP report writing services that reflect your retirement frameworks while tailoring the message to each client’s needs, goals, and longevity.
What’s Included In Our CRP Reports
Our CRP report packages are built to support structured retirement advice with a personal client focus. We cover:
State pension and defined benefit inclusion
Full income drawdown and decumulation strategy documentation
CRP-aligned fund switch justifications
Sustainable withdrawal and income shortfall forecasting
Tax-efficiency strategy summaries (GIA/ISA/SIPP layers)
Compliance-focused risk and capacity assessments
Why Advisers Choose Root for CRP Reports
Our clients rely on us to articulate complex retirement planning strategies with professionalism and clarity. With us, you can:
Align reports with your CRP while customising for the client
Demonstrate structured yet personal retirement advice
Protect against misinterpretation and compliance gaps
Streamline repeatable decumulation advice processes
Ideal For
This service is perfect for retirement-focused advice firms and paraplanning teams managing centralised retirement advice at scale:
Firms using a defined CRP framework across clients
Practices needing efficient paraplanning for later-life planning
Advisers delivering decumulation or drawdown advice
Retirement Advice Deserves Clear Communication
Help clients understand and trust their retirement plans — with structured, strategic reports that back your advice. Root Paraplanning is here to support your CRP goals.