New appointments for Centriq

Martin Le Roux

Martin Penny

The following appointments have been made be Centriq:

Business Head – UMA: Martin Le Roux

Business Head – Affinity: Mark Stone

Business Head – Corporate: Martin Penny

quick poll

Question

What can retirement funds do to improve client-adviser engagement during members’ employment years?

Answer

Advice at onboarding Annual adviser check-ins Meet-an-adviser workshops Offer advice at life-stage events

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