Winterthur Life offer the ‘right choice’ in latest IFA workshops

17 August 2006

Winterthur Life has announced a new series of workshops, entitled ‘Making the right choice at retirement’, to update IFAs on new industry developments which have an impact on their client’s retirement requirements. The 33 workshops sessions will run throughout the UK from 25 September to 15 November conducted by Winterthur Life’s pension specialists Mike Morrison or Vince Smith-Hughes.

Mike Morrison, Winterthur Life’s pension strategy manager comments, “Lately, it’s hard to keep ahead of all the changes to regulation and business practice. Couple this with increasing demands from clients - in particular, high-net worth clients with very specific retirement needs - there’s certainly more for the IFA to deal with. The latest workshops have been designed to pin-point the salient issues and address the practicalities of turning them into opportunities for the client.”

Interactive sessions on investments and online services are also available. Covered by specialists in both Winterthur’s investment and IT development teams, these sessions are aimed to provide advisers with additional practical business solutions.

The workshops will be two and a half hours in length and cover the following topics:-
• Alternatively secured pensions (ASP) – the inheritance tax situation
• Unsecured pensions (USP) vs. annuity – What are the implications
• Benefits of building investment processes to under-pin retirement options
• Practical help on constructing portfolios for specific retirement needs.

Places can be booked by calling the Winterthur Life Adviser Support Unit on 0845 129 9993. Due to the interactive nature of the workshops, numbers are strictly limited.

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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)20 7269 7253

Notes to Editors

About Winterthur Life UK Limited

Winterthur Life UK Limited is part of Winterthur Group, a leading Swiss insurance company with its international headquarters in Winterthur, Switzerland.

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 an experienced provider 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 is the leading insurer in Switzerland, and ranks among the top ten all-line carriers in Europe. With a history spanning more than 130 years, Winterthur's life insurance, pension and non-life businesses are based mainly in Western Europe, but the group also has activities in Central and Eastern Europe, the US and Asia. Using a variety of channels, the group manages a balanced product portfolio for private clients as well as small and medium-sized companies. Winterthur operates in 17 countries, and has around 19,000 employees and 13 million clients worldwide. In the first half year of 2006, the group achieved a business volume of 18.8 billion Swiss francs, and reported assets under management of 157.4 billion Swiss francs as of June 30, 2006. Winterthur is a 100% subsidiary of Credit Suisse Group, a leading global financial services company headquartered in Zurich. Further information about Winterthur can be found at www.winterthur.com.

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