28 September 2006
Winterthur Life, pensions and investment specialist, is launching an enhanced version of its online adviser services offering – a comprehensive analysis and management solution.
The service builds on Winterthur’s online services and tools with the release of brand new features and functions to create a cutting edge adviser extranet. The extranet is designed to provide detailed product and portfolio analysis for both Winterthur Life and third party products and assets.
This new service gives advisers:
• comprehensive investment analysis and research of all UK unit trusts, OEICs, life and pension funds, including asset allocation across 12 separate classes
• an all new ‘explore portfolio’ feature to scan client portfolios, providing indepth information on asset allocation and portfolio construction
• innovative and interactive charting which includes:
- portfolio and fund level analysis
- past performance and stochastically modelled future projections
- asset allocation and exposure
• ability to model third party products and assets to create a view of a client’s complete portfolio
• it also includes full policy servicing functionality, incorporating online valuations and switching for Winterthur unit-linked products.
The enhanced online service adds to Winterthur Life’s award-winning suite of online adviser tools and is delivered via Winterthur Life’s adviser website. Advisers can be confident that their client data is safe because the site uses Winterthur’s innovative two factor security system.
David Thompson, director of distribution, Winterthur Life, says, “The service is designed to support advisers when initially selecting and then managing Winterthur’s Tailored Selection fund platform available via the Winterthur Life Personal Pension. By enabling advisers to analyse information on non Winterthur holdings as well, our new adviser services solution provides a comprehensive client and portfolio analysis capability.
“The service is a powerful example of Winterthur’s continuing commitment to the adviser community, to help improve back office efficiencies at adviser firms and at Winterthur, and to help advisers provide even greater professional support to their clients.”
Visit www.winterthur-life.co.uk for more information.
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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.
Cautionary statement regarding forward-looking information
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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We caution you that the foregoing list of important factors is not exclusive; when evaluating forward-looking statements, you should carefully consider the foregoing factors and other uncertainties and events, as well as the risks identified in Credit Suisse Group’s most recently filed Form 20-F and reports on Form 6-K furnished to the US Securities and Exchange Commission.
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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.
