View more on these topics

Win a trip to St Moritz with Winterthur Life

To celebrate the launch of the Universal Sipp, Winterthur Life is offering IFAs the chance to experience Switzerland at its best by winning a week&#39s holiday for two in the glam-orous resort of St Moritz.

Set in the beautiful Engadine valley and visited by the world&#39s rich and famous, St Moritz is high on the list when it comes to luxury. Fashionable and sophis-ticated, it is the resort for an exclusive winter sports holiday. Away from the slopes, visitors can enjoy a wealth of other activities from winter golf to polo and even horse-racing on the frozen lake.

Staying in the traditional elegance of the five-star Kulm Hotel, complete with swimming pool, nine-hole executive golf course, tennis courts, ice-skating and curling rinks, the winner will also get free ski hire and lift passes if required.

Winterthur Life is committed to quality. Already a leader in the self-invested pension market, the Universal Sipp is set to give the company an edge on all its rivals. Launched on March 4, it takes flexibility to another level, with investors able to select any combination from a range of options, including a panel of expert discretionary and advisory portfolio managers, an online trading facility, Winterthur&#39s tailored selection or inno-vative elite funds and commercial property, stocks and shares, collective investments and deposit accounts. An advocate of clear, open charging, Wint-erthur is a firm believer in offering cost-effective retire-ment solutions. Pricing for the universal Sipp is, therefore, competitive with no extra charges for income drawdown or phased retirement and no charges for transferring. For investments of £100,000 or more in Winterthur&#39s tailored selection, the company will offer a £200 reduction in the annual charge. Admin for the universal Sipp is provided by Personal Pensions Manage-ment Ltd (PPML), a market leader in Sipp admin. Winter-thur Life has built in standards to ensure first-class service for both IFAs and investors.

PPML is regulated by the FSA. Winterthur Life is part of the Credit Suisse Group. which is one of the top 10 asset man- agement groups in the world.

Recommended

Bonus of contention

Last week, I started to look at the income tax and National Insurance implications when a company effects a policy of life insurance on the life of an employee or director and, sometime later, decides to assign that policy to the employee or director.This is perhaps a relatively infrequently encountered scenario but is not one […]

Mortgage Express one-year buy-to-let fixed

Mortgage Express one-year buy-to-let fixedType: Buy-to-let fixedFixed term: 3 June 2003Fixed rate: 1.99%Minimum loan: £40,000Maximum loan: £300,000 up to 85% LTV, £400,000 up to 70% LTV, £1m up to 60% LTVRental income: 130% of gross monthly mortgage payment Arrangement fee: 1% upon completionRedemption fee: Six month&#39s interest at underlying variable rate (base rate + 1.75%) […]

Movision site explains film finance for IFAs

Film partnership manager Movision Management has set up a website to help IFAs understand film financing as an investment and its tax benefits.Movision has been making presentations to IFAs about investing in films and says many are confused by the variety of schemes on offer and their tax and investment benefits.It believes IFAs do not […]

Flight says multi-ties will damage consumers

Multi-ties will result in investors being sold expensive, ill-suited products because multi-tied agents will not offer best advice, according to Shadow Paymaster General Howard Flight.At the Financial Services Forum, Flight told Treasury economic secretary Ruth Kelly that the FSA&#39s proposals will damage consumers across the spectrum.He said the middle-classes will lose out because tied agents […]

UK gilts: Shaken and stirred

Mike Riddell, fixed income portfolio manager at Allianz Global Investors, reviews the performance of the UK government bonds market post-Brexit and assesses its future prospects, as well as giving his outlook for global fixed income markets and yields movements. In addition, he provides a brief analysis of the impact of Brexit and the Bank of […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com