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Winterthur arranges management consultancy for IFAs

Winterthur Life is teaming up with a management consultancy to provide IFAs with an advisory service ahead of depolarisation.

The deal marks an extension to Winterthur&#39s existing Professional Edge IFA package and will put advisers in contact with management consultants who can help them develop business plans or convert to a fee-based model.

Winterthur says its research shows there are 500,000 high-net-worth individuals with over £250,000 liquid net assets who do not take advice from IFAs or stockbrokers.

The firm&#39s IFA support tools are also being expanded to incorporate a with-profits portfolio modelling tool and bespoke assistance with developing intranets. Sales director David Thompson says with-profits is still the biggest asset class and its expanded portfolio balancer tool will help IFAs plot clients&#39 overall asset allocation.

He says the link-up with a management consultancy, as yet unnamed as the deal is still being finalised, will feature alongside Winterthur&#39s existing partnerships with Fee Based Advice and Forsyth Partners.

Thompson says: “The vast majority of asset allocation tools cannot include with-profits in their models. IFAs need to look closely at with-profits asset allocation because the high level of gilts in some funds may not be suitable for their client&#39s risk appetite.”


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