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AXA Winterthur launches recession workshops for advisers

AXA Winterthur is hosting a series of investment workshops to help financial advisers meet client goals in the current economic downturn.

The ‘recession’ investment workshops are designed to help IFAs educate their clients about the long-term benefits of investing and the investment opportunities currently available.

The workshops will cover two main themes; reviewing clients’ existing portfolios for long term returns and investing for income and include a series of expert presentations from Architas Multi-Manager and INSYNERGY Investment Management.

AXA Winterthur Wealth Management head of marketing and value added services Nick Lee says: “Consumers need a reason to invest and the AXA Winterthur recession investing workshops will provide advisers with the tools to help investors overcome their concerns.”



Guide: reporting to the Pensions Regulator — what and when?

Johnson Fleming has published a step-by-step guide demonstrating the importance of record keeping and reporting, and how it can ensure you operate a successful scheme. The guide takes you through some key questions you need to ask and identifies the information you need to obtain. The topics include: why you need to keep records and the benefits of doing this; registering your scheme; what information you need to record to ensure you meet the Pensions Regulator’s requirements; and what items need to be recorded and when.


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