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.


Merger may be revived as LIA chief executive Travis quits

LIA chief executive Jeff Travis has resigned after six years at the helm of the trade body.His sudden departure has provoked speculation that the move may clear the way for a merger between the LIA, the Institute of Financial Planning and Sofa, possibly under the umbrella of the Chartered Insurance Institute.Travis, the former AMP direct-sales […]

Splits&#39 suffering goes on as gearing hits dividends

Several more split-capital trusts have come close to breaching their banking covenants and the sector has seen another round of dividend suspensions.Exeter&#39s Dartmoor trust became the latest fund to suspend its dividend on Friday while on the same day Aberdeen&#39s media & income trust announced its gearing levels were in excess of acceptable levels agreed […]

Self-cert stepped mortgage from Pink

Pink Home Loans is launching a self-certified stepped discount mortgage with an initial rate of 3.99 percent.The two year stepped discount has a 1.76 per cent discount in year one and a 0.76 per cent discount in year two, on a standard rate of Bank of England base rate plus 1.75 per cent.Maximum loan to […]

CII launches new online service

The Chartered Insurance Institute is launching CII Research Online to make its reports available over the internet. The CII claims a research paper last year was downloaded by 30,000 people in more than 110 countries.Reports can be downloaded for a limited period for £10, or bound copies can be ordered online, including “Retirement planning in […]

CGT entrepreneurs' relief

Entrepreneurs’ relief is due, subject to meeting certain conditions, in respect of capital gains arising on ‘material disposals of business assets’. These ‘business assets’ include: Read more


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    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