Start with the definitional piece if the CIP question is new. Go to the build sequence if you have a CIP and need to rebuild it. Go to the shoehorning checklist if your CIP exists and you want to know whether it would defend itself.
What is a centralised investment proposition?
The definitional cornerstone — what a CIP is, what it contains, what it isn’t, and the regulatory backbone it sits on.
9 min read
How to build a CIP — the seven-step process
A practical build sequence — segmentation, philosophy, solution set, due diligence, governance, Consumer Duty wiring and migration testing.
10 min read
FCA shoehorning — what the regulator looks for
The shoehorning concern, the documentation checklist supervisors ask for, and the signals that flag a CIP being applied without per-client reasoning.
7 min read
In-house CIP vs outsourced DFM
The honest decision framework — five questions to ask before deciding which side of the build/outsource line your firm should sit on.
8 min read
Where this sub-hub fits
CIP design is the accumulation side. For the decumulation counterpart see the CRP and decumulation sub-hub. For the downstream work — how the CIP shows up in client-facing reports — see how to write a suitability report and ongoing service reviews under Consumer Duty.