4 April 2007
More details have been released regarding this year’s national roadshow entitled ‘a Wealth of HNW Expertise’. The major new roadshow is designed to help IFAs identify the obstacles emerging from the evolving high net worth retirement market and will run from mid April to mid May in ten different locations across the UK. There is limited remaining availability, to reserve a place please contact the Adviser Support Team on 0870 112 1123.
David Thompson, managing director for Winterthur said: “Against a backdrop of a growing HNW market, which is creating huge opportunities for IFAs, the roadshow will address issues such as the changing shape of the HNW market, retirement strategy and portfolio planning for high net worth clients.”
Keynote speakers from Winterthur will host the 80 minute roadshow, divided into four sections as follows:
Section 1: The new retirement world
David Thompson, managing director, Winterthur Life
• The changing shape of the high net worth market
• An increasingly challenging environment for providers and advisers
Section 2: The changing ‘at retirement market’
Mike Morrison, pensions strategy manager / Vince Smith-Hughes, pensions development manager, Winterthur Life
• The Finance Act 2007 – what does this mean for retirement planning
• Ideas for retirement strategy following the budget – annuity purchase, USP, ASP
• The changing shape of the SIPP market
• The latest pension stories
Section 3: Portfolio planning for high net worth clients
Bernard Henshall, head of investment distribution, Winterthur Life
• Providing investment advice for HNW clients
• Guided architecture – a more appropriate solution for HNW clients
• Can fund of funds satisfy investor needs?
• Maximising opportunities with Winterthur’s online tools
Section 4: Adapting to the new environment
Frank Parsons, director of sales, Winterthur Life
• The changing environment – a difficult place to be?
• New COB inducements
• SIPP regulation
• Retail Distribution Review
• Importance of professionalism and reputation
• The new business planner – transforming and re-engineering adviser businesses
| DATE | START | LOCATION | VENUE |
| April 17 2007 | 10.00 am | Belfast | Hilton Hotel |
| April 24 2007 | 10.00 am | Glasgow | Hampton Park Hotel |
| April 25 2007 | 10.00 am | Harrogate | Rudding Park Hotel |
| May 1 2007 | 10.00 am | Birmingham | Belfry Hotel |
| May 2 2007 | 10.00 am | Bristol | Macdonald Holland House Hotel |
| May 3 2007 | 10.00 am | Southampton | Botley Park Hotel Golf & Country Club |
| May 9 2007 | 10.00 am | Reading | Madejski Stadium |
| May 10 2007 | 10.00 am | Gatwick | Effingham Park Hotel |
| May 16 2007 | 10.30 am | Manchester | Radisson SAS Hotel |
| May 17 2007 | 10.00 am | London | Hilton Tower Bridge Hotel |
-End-
For further information:
Paul Riddell Winterthur Life, Press Office +44 (0)1256 798099
Christine Wood FD +44 (0)20 7269 7253
Notes to Editors
About Winterthur Life UK Limited
Winterthur Life UK Limited is part of AXA Group, one of the largest financial institutions in the world.
Winterthur Life UK Limited is a provider of focused investment and retirement solutions and support services predominantly distributed through quality IFAs to their high net worth clients.
The company is recognised as having an innovative approach to financial products and its products feature simple, transparent charging with access to a wide range of carefully selected investment funds and fund managers via its Tailored Selection fund platform. Winterthur is also differentiated in the market through its focus on service excellence.
Winterthur Life UK Limited has a B+ financial strength rating from AKG, which denotes “very good financial strength”. At the end of 2006 Winterthur had assets under management exceeding £10 billion, and grew its new pensions business by 125% to £1.45 billion.
www.winterthur-life.co.uk
