13 November 2006
As part of the development of the Professional Edge range of adviser support services Winterthur Life has extended its successful ‘Winterthur Chambers’ with two new adviser education programmes.
Winterthur Chambers was launched in 2005 in partnership with the IPD management and business development consultancy, to assist advisers in the creation and expansion of effective referral relationships with solicitors and accountants. This national educational programme, featuring bi-monthly workshops, regular support and regulation updates, is a major component of Winterthur’s Professional Edge range of adviser support services.
Due to positive adviser feedback and increased demand, Winterthur Chambers has been extended to include two new ongoing programmes in Reigate and Birmingham.
- Swallow Reigate Hotel – 21 November 2006
- Hilton Bromsgrove Hotel – 22 November 2006
IFA Lesley Mansfield of Chartwell Associates commented after completing the Guildford Chambers programme this year: “Winterthur Chambers has helped us re-evaluate how our business interacts with other professionals. The workshops and supporting material are well put together and provide practical methods for setting up business ventures which have proved an advantage to all parties.
“Working alongside like-minded IFAs within this positive environment has also increased my confidence to approach other professionals on an equal footing.”
David Thompson, director of distribution for Winterthur Life UK added: “Winterthur Chambers acknowledges the increasing need for understanding between advisers and other professionals, especially in this period of regulation change and rising costs. Since accountants and solicitors already have relationships with high-net worth individuals, there is a strong business case for advisers operating in this market to build strategic alliances and share client networks with these professionals.”
Advisers should contact their Winterthur Life Business Development Manager about the programme and how they can join. Places are limited to a small number of companies. For more information advisers can call the Winterthur Life Adviser Support Unit on 0845 129 9993.
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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 nine months of 2006, the group achieved a business volume of 24.7 billion Swiss francs, and reported assets under management of 162.5 billion Swiss francs as of September 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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This press release contains statements that constitute forward-looking statements. In addition, in the future we, and others on our behalf, may make statements that constitute forward-looking statements. Such forward-looking statements may include, without limitation, statements relating to our plans, objectives or goals; our future economic performance or prospects; the potential effect on our future performance of certain contingencies; and assumptions underlying any such statements.
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This press release contains non-GAAP financial information. A reconciliation of such non-GAAP financial information to the most directly comparable measures under generally accepted accounting principles, is posted on our website at http://www.credit-suisse.com/sec.html.
