6 April 2006
Winterthur Life UK will be running 29 workshops to help IFAs identify specific business opportunities post A-Day. The workshops will run throughout the UK from 10 April to 23 May with Winterthur Life’s pension specialists Mike Morrison and Vince Smith-Hughes speaking.
Mike Morrison, Winterthur Life’s pension strategy manager comments, “IFAs are starting to turn their attention towards how to take their business forward after 6 April. The workshops have been designed to focus specifically on the practicalities of doing this and highlight a number of great opportunities.”
The workshops will be one and a half hours in length and cover the following:-
- Post A-Day update – including inheritance tax and recycling tax-free cash
- How to make the most of new opportunities
- ‘At retirement’ changes – Alternatively Secured Pension, new retirement options
- Commercial property
- Winterthur Life’s post A-Day proposition
AM – 9.00 am arrival for 9.30 am start / PM – 2.00 pm arrival for 2.30 pm start
- Hilton Hotel, Belfast – 10 April – 12.00 noon arrival for a 12.30 pm start
- Marcliffe at Pitfodels, Aberdeen – 11 April - AM
- Hilton Hotel, Dundee – 11 April - PM
- Sheraton Grand Hotel & Spa, Edinburgh – 12 April - AM
- Radisson SAS Hotel, Glasgow – 12 April - PM
- De Vere Dunston Hall, Norwich – 18 April - PM
- Waterfront Place, Chelmsford – 19 April - AM
- Thistle Hotel, St Albans – 19 April - PM
- De Vere Grand Hotel, Brighton – 20 April - AM
- Marriott Gosforth Park Hotel, Newcastle – 24 April - PM
- Rheged Conference Centre, Penrith – 25 April - AM
- Crowne Plaza City Centre, Liverpool – 26 April - AM
- Mere Golf & Country Club, Manchester – 26 April - PM
- Thistle East Midlands Airport Hotel, Derby – 27 April - AM
- Hilton Hotel, Northampton – 27 April - PM
- Aztec Hotel, Bristol – 3 May - AM
- Compass Inn, Bath – 3 May - PM
- Thistle Hotel, Cheltenham – 4 May - AM
- Hilton Metropole, Birmingham – 4 May – PM
- Madejski Stadium, Reading – 9 May – AM
- Hilton Hotel, Southampton – 9 May – PM
- Holiday Inn, Guildford – 16 May – AM
- Copthorne Effingham Park, Gatwick – 16 May – PM
- Vale Hotel Golf & Spa Resort, Cardiff – 17 May – AM
- Hotel Russell, London – 18 May – AM and PM
- Drumossie House, Inverness – 22 May – PM
- Rudding Park, Harrogate – 23 May – AM
- Hilton Hotel, Sheffield – 23 May - PM
Places can be booked by calling the Winterthur Life Adviser Support Unit on 0845 129 9993.
For further information:
Paul Riddell Winterthur Life, Press Office +44 (0)1256 798099
Sandra Fulton Winterthur Life, Press Office +44 (0)1256 798310
Christine Wood Financial Dynamics +44 (0) 207 269 7253
Notes to Editors
About Winterthur Life UK Limited
Winterthur Life UK Limited is part of Winterthur Group, which is part of Credit Suisse Group, a leading global financial services company headquartered in Zurich.
Winterthur Life UK offers pensions and investments for high net worth clients distributed via top tier IFAs and is renowned for its innovative approach to financial products. Its philosophy of transparent product propositions offers advisers a range of retirement and investment solutions with an open charging structure.
Winterthur Life UK is one of the UK’s top 10 providers of single premium personal pensions, trustee investment plans and corporate pensions via IFAs and a leading provider of self-investment retirement plans like Self Invested Personal Pensions (“Sipps”).
Any opinions expressed in this media communication are made as at the date of publication but are subject to change without notice. Past performance is not a guide to the future. The value of shares/units and the income from them can go down as well as up. Exchange rate fluctuations may cause the value of underlying investments to fall as well as rise. Yields are not guaranteed and may fall or rise.
Winterthur Life UK Limited is authorised and regulated by the Financial Services Authority.
www.winterthur-ifa.co.uk
Winterthur Group
Winterthur Group is a leading Swiss insurance company with head office in Winterthur. As an international company, the Group provides a broad range of personal, property and casualty insurance products, as well as insurance solutions in life and pensions that are tailored to the individual needs of private and corporate clients. Winterthur Group has approximately 19,000 employees worldwide. The company achieved a total business volume of CHF 28.3 billion in 2005 and reported assets under management of CHF 153.3 billion as of December 31, 2005.
Credit Suisse Group
Credit Suisse Group is a leading global financial services company headquartered in Zurich. Credit Suisse, the banking business of Credit Suisse Group, provides its clients with investment banking, private banking and asset management services worldwide. Credit Suisse offers advisory services, comprehensive solutions and innovative products to companies, institutional clients and high-net-worth private clients globally, as well as retail clients in Switzerland. Credit Suisse Group also includes Winterthur, a Swiss general insurer with a focus on international business activities. Credit Suisse Group is active in over 50 countries and employs approximately 60,000 people. Credit Suisse Group’s registered shares (CSGN) are listed in Switzerland and, in the form of American Depositary Shares (CSR), in New York. Further information about Credit Suisse Group and Credit Suisse can be found at www.credit-suisse.com. Further information about Winterthur can be found at www.winterthur.com.
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