Winterthur launches investment training programme

September 22 2006

Winterthur Life has announced a new national investment advice and workshop training programme as part of its Professional Edge range of IFA services this autumn.

The Professional Edge Investment Management Certificate (IMC) workshops run from 13 November 2006 until 23 November 2006 to support advisers seeking IMC certification, which is an accredited Financial Services Skills Council (FSSC) qualification for investment advice, targeting the increasingly essential aspects of advice on portfolio construction, asset allocation and risk profiling.

Held in association with fund management firm, Invesco Perpetual, the IMC programme also offers study plans, case study material and assistance throughout the learning period until examination. The workshops and ongoing supplementary support are provided by B&G Training Ltd, a dedicated training company headed by Graham Barton and Brian Chilvers, who together have 50 years’ experience in the financial services industry.

David Thompson, director of distribution for Winterthur Life UK commented: “The latest investment workshop programme is a development of Winterthur’s Professional Edge range of services, aimed at giving IFAs extra assistance at times when it is really needed and on topics which are particularly important to their business.

“The Investment Management Certificate has an industry reputation for high standards and consistency for both regulated activities and investment advice, which make this qualification highly relevant for the leading advisers we work with, particularly those with high net-worth clients whose investment needs are very specialised. Our workshop and study support programme are in place to give advisers more confidence when studying for these valuable investment exams.”

Details of dates and venues:-

All workshops require a 9.00am registration. 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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