16 May 2007
Today Winterthur’s Bernard Henshall urged advisers not to overlook the benefits of Trustee Investment Plans (TIPs), which now offer low cost and tax-efficient access to funds across Winterthur’s Tailored Selection and Elite Fund of Funds Range.
Speaking to IFAs at the Winterthur roadshow in Manchester airport’s Radisson SAS today, Bernard Henshall, head of investment distribution at Winterthur Life, emphasised the benefits of guided architecture and questioned whether advisers could undertake the same level of work without the resource.
Bernard outlined the rigorous research procedure used to produce the Tailored Selection and Elite Fund of Funds Range, which is now available on the Winterthur TIP. Advisers can provide their clients access to a wide range of quality funds including those in emerging markets, property funds and other assets, matching them according to the client’s risk profile.
The Winterthur TIP also offers free switching between funds and can easily be placed into a Self-Invested Personal Pension (SIPP).
TIP benefits:
• Flexibility – open-ended, money can be accessed at any time without penalty
• Diversity – investors have access to a diverse range of sectors via the full suite of Winterthur Tailored Selection and Elite Fund of Funds range
• Time and cost saving – funds can be switched the same day at no cost
Bernard commented: “Winterthur’s TIP has been designed to meet client demand for access to a diverse range of funds such as commercial property and SRI funds, in an easily accessible, low-cost package which can be incorporated into a SIPP. Advisers can rest in the knowledge that all the funds have been through our stringent selection criteria before being placed on our Tailored Selection and Elite Range of Funds.”
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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
