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Pension seminars from Wintherthur

Winterthur Life is running a series of investment seminars around the UK in March on pensions and their place in financial planning.

The roadshow, entitled Managing Clients&#39 Money, aims to guide IFAs through the huge variety of funds, multi-managers and investment tools available to people investing in pensions.

Investment development manager Bernard Henshall will be conducting the seminars and will focus on the importance of investment choice in pensions. He will be stressing that the pension is the wrapper in which the investment is placed and arguing that more attention should be paid to the way that investment is made and how much risk the client wants to take.

Henshall will also look at issues such as the effect of changing careers and the decline of final-salary pensions, as well as the distrust among consumers of the financial services sector.

Henshall says: “In the past people have tended to rely too heavily on past performance when choosing a fund. Our aim is to highlight the fact that there are many factors to be considered when advising a client on an investment decision and to show how the information available to IFAs can be used to help their clients make investment decisions.”

“Many people with investment plans do not see themselves as investors – they think of themselves as savers or planners but pensions are investments too. A pension is just the name of the wrapper in which their investments are held.”


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