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Winterthur bolsters adviser support in the South-East

Winterthur Life has appointed Samantha Bannister as sales consultant to bolster its adviser support services in the South-East.
Bannister joins from a sales consultancy position at Scottish Equitable where she was responsible for developing relationships with key accounts in Surrey.
Winterthur director of distribution David Thompson says: “Winterthur has seen a significant increase in business following A-Day, with a 46% rise in single premium business year-to-date, while assets under management grew to £10bn.
“Publicity surrounding the new pensions regime has heightened awareness of the need for quality advice and products, especially for high-net worth individuals for whom expert advice is essential. Sam’s diverse experience will help maintain Winterthur’s quality support services, ensuring our IFAs take advantage of the market opportunities available.”


Alexander Hall considering stock market float

Alexander Hall has confirmed it could soon float on the London stock market, as part of the proposed listing of estate agent Foxtons’ parent company Heven Holdings.Heven, owned by millionaire Jon Hunt and valued at £400m, has hired Credit Suisse to advise on the potential IPO.Alexander Hall chief operating officer Andy Pratt says: “The valuation […]

‘Use equity release and relief to boost pension’

People should consider unlocking capital through equity release and use it to bolster their pension funds , taking advantage of tax relief, according to Legal and General.At the Centre for Future Studies conference in London, L&G group executive director Kate Avery said people could use equity release to access funds and then transfer the cash […]

IFADU wrangle could lead to splinter group

Open warfare has broken out among the ranks of the IFA Defence Union, with prominent members threatening to form a splinter group if their concerns are not addressed.A meeting has been organised to discuss the future of the trade body after dissatisfaction surfaced over the way that the IFADU is being run.One member says the […]

Wishing well

Have you eaten five portions of fruit and veg today? Have you drunk two litres of water? What about 30 minutes of exercise? Are you eating low GI or cutting out carbs? Have you switched to brown bread and reduced your salt intake? Would you refuse to eat anything except organic food?

Planning now for the residence nil-rate band

Graeme Robb, senior technical manager at Prudential, writes about the residence nil-rate band and the advice opportunities it presents for you when tax year-end planning with your clients. On our Planning Matters hub, we considered a widow, Margaret, and a married couple, John and Anne, for whom the residence nil-rate band (RNRB) is influencing planning […]


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