29 March 2007
David Thompson, Managing Director, Winterthur Life, has announced a new management structure for the UK IFA business.
Following his recent appointment as Managing Director of Winterthur Life’s IFA business last month, and the company announcing record business results, up 122%, David Thompson has unveiled his new management team. The team will be responsible for developing the company’s award-winning intermediary offering and further strengthening Winterthur’s position as a high net worth pensions and investment provider. All roles have been recruited internally and are as follows:
Nick Lee – Head of Marketing and Winterthur’s Professional Edge adviser support service. In a newly formed department, Nick will run the marketing team and will also be responsible for the continued development of the value added services proposition that Winterthur offers IFAs.
Bernard Henshall – Head of Investment Distribution. Bernard will continue to play a pivotal role in supporting the sales team and maintaining relationships with third party investment managers in his new role as Head of Investment Distribution.
Frank Parsons – Director of Sales. Frank Parsons will continue as Director of Sales and will be responsible for all aspects of individual sales including the distribution of Winterthur’s investment and pensions products.
Rhidian Williams – Head of IFA Operations. Rhidian, currently responsible for managing the operations support and development teams, sales support and individual business departments, will also now be responsible for overseeing the Relationship Management team.
Rebekah Duckett – Head of Product Development. Having been a leading member of the product development team for several years, Rebekah will now employ her wealth of experience in developing both pensions and investments products in her new role as Head of Product Development.
Jon Wheeler – Strategic Implementation (Online Services). Jon will now have a strong focus on providing project support to deliver enhanced online services.
Commenting on the appointments, David Thompson said, “I am delighted to be working with such a strong and experienced team and feel confident that this new structure will enable us to meet our key goals for 2007. Winterthur’s IFA business is going from strength to strength and I believe our continued efforts going forward will allow us to further build on our position as a leader in the high-net worth market.”
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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 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
