17 August 2007
Winterthur has launched a new technical support and online support offering to IFAs with Professional Edge Technical Support Team (PETS). Building on its reputation for financial technical excellence, the new Winterthur PETS unit replaces the former Technical Support Unit, and offers in-depth technical and product support with expanded and improved resources.
PETS is designed to provide advisers with a one-stop technical support centre. The unit will also help Winterthur maintain and continuously improve the sophisticated level of investment planning support it offers advisers and their clients.
The seven-strong team will advise on the whole range of life and pensions tax and technical issues that arise from the evolving legislation, and create fast, relevant outputs that inform, guide and add value to our advisers.
The team will ensure that Winterthur maintains a consistent interpretation of legislation and implements market leading propositions. It will deliver improved speed and accessibility to technical information.
Reporting to Nick Lee, Head of Marketing and Value Added Services, the newly-formed PETS team is managed by Jeremy Lee and consists of six team members – David Vine, Richard Farrell, Adam Cole, Paul Sims, Barbara Goddard and Elizabeth Ranger. The wider Professional Edge
team also includes Ben Crockford as IT Development Consultant who supports advisers’ IT and online technical needs.
Says Nick Lee, “I am delighted to have been able to appoint such a dedicated team of experts who have a wealth of experience across the industry and who are here to provide even greater professional support to advisers. Good technical resource is at the heart of any successful
business and, as the year unfolds, I am confident that advisers will start to see the benefits that the Professional Edge Technical Support team can offer. “Over the coming months, we will be looking to deliver more proactive services and find ways of working more smartly with advisers to support their business needs.”
Jeremy Lee, Team Manager of the Professional Edge Technical Support team, Winterthur, comments, “The new Professional Edge Technical Support team will continue to meet IFA demand and through the wider Professional Edge team will assist them in developing their businesses through the use of technology. In addition, we look forward to the opportunity to further enhance our online offering to support IFAs as part of Winterthur’s Professional Edge range of services.”
Due to IFA demand and as part of their new role, the PETS team has taken ownership of Spotlight Technical (the monthly newsletter for Financial Advisers) together with other proactive services to support the sales process available through Winterthur’s Business Development Managers.
Advisers should contact the PETS team for further information:
Email: technical-support@winterthur-life.co.uk
Telephone: 01256 798550
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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
