19 May 2006
Winterthur Life is running a series of workshops to help IFAs build an online presence. In conjunction with IFA Systems, the three workshops are running from mid May to mid June in London, Nottingham and Edinburgh. Each contains six modules covering the key aspects of building and maintaining an online presence for IFAs:-
1. Why have a website
2. Design and format
3. Communicating with clients
4. Content and practical application
5. Marketing
6. Keeping your site up to date
David Thompson, director of distribution for Winterthur Life UK commented: “The workshops are being run as part of Winterthur’s Professional Edge services which assist IFAs in building their business models. The workshops are available to all advisers and financial planners whether they have a website or not and whether they are commission or fee-based.
“Winterthur recognises the growing importance of technology and the effective use of web based tools in assisting advisers in building a strong and robust business model.”
Details of dates and venues:-
Thursday 25 May: Park Plaza Hotel, Nottingham
Thursday 8 June: Hilton Hotel, Edinburgh Airport
Each workshop will start at 10.00am and run for two hours, with an opportunity to ask questions or discuss individual issues afterwards. CPD certificates will be provided for all attendees. To reserve your place email info@ifa-systems.co.uk or call IFA Systems on 01453 521 855. Admission is free.
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, 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 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.
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