7 March 2007
Winterthur strengthens its Professional Edge adviser support service with two new appointments.
John Hancock joins Winterthur Life from a training manager role at Hartford Life, where he was a specialist point of contact for the company’s broker consultants and advisers. John has over 18 years experience in the financial services industry and has expertise across many planning areas including single premium investment, taxation and trust planning.
For Winterthur John will be responsible for supporting its business development team and the Professional Edge adviser service, in addition to developing Winterthur’s proposition in the investment bond and trust markets with the product development and technical departments.
Jeremy Lee joins Winterthur Life from Capita SIP Services where he managed the pensions technical team’s external and internal technical support service. Jeremy has over 17 years experience in the financial services industry.
In his new role Jeremy will be responsible for establishing and managing a dedicated pre-sales technical support team, providing sales support to Winterthur’s IFAs and business development team.
David Thompson, managing director of Winterthur Life, said: “The success of Winterthur’s Professional Edge over the last two years has given us the opportunity to expand the range of adviser support services and to build the team with new appointments.
“The experience John and Jeremy bring to Professional Edge will help us maintain the sophisticated level of investment planning support we offer our IFAs and their clients.”
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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 Professional Edge
Winterthur Life has implemented a range of expert support services to help IFAs with everyday business activities and future planning, offering these advisers the ‘Professional Edge’ over their competitors. The package of services has been designed following research into the business needs of IFAs and currently includes the following services:
• Dedicated Professional Edge consultants with support staff
• Business management and people development, including an HR advisory service and ‘Winterthur Chambers’; a special service designed to help IFAs target professional practices plus ‘Chambers’ study support, recruitment and selection
• Adviser solutions and strategic business planning, particularly in regard to preparations for depolarisation, simplification and moving to fees
• High quality, specialist workshops and study support sessions
• A range of quality technical and educational adviser support material
• A premium Transfer Value Analysis System with a choice of options
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 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 insured individual pensions business by 122% to £1.59 billion.
Winterthur Life UK Limited is authorised and regulated by the Financial Services Authority.
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.
www.winterthur-ifa.co.uk
