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Winterthur Life roadshow predicts IFA advantage

Winterthur Life is hosting a national roadshow to educate IFAs on how to convert industry changes into competitive advantage, throughout May and June.

A Combined Force working as one, will cover new opportunities arising from depolarisation and A-Day, initiatives for capturing a greater share of the Sipp market, research from Fidelity Investments on retirement and portfolio planning initiatives and Winterthur Lifes A-Day strategy.

The events will visit Belfast, Edinburgh, Manchester, Birmingham, Reading, Bristol, Southampton, Gatwick and London.

Speakers include Fidelity Investments sales manager Peter Duke, sales director Howard Fryer and senior portfolio strategist and executive director John Ross. Winterthur Life speakers include CEO Mike Kellard, sales director David Thompson and pension industry expert Mike Morrison.

Winterthur Life UK head of product marketing Angela Baskeyfield says: With under 12 months now to go until A-Day the race really is on to beat the deadline. It is not enough for IFAs just to know the ins and outs of the new regime. Winning IFAs will be those able to make the most of the exciting opportunities.

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The value of an investment and any income from it can fall as well as rise and you may not get back the amount originally invested. Forecasts and past performance are not a guide to future performance. Some information and statistical data herein has been obtained from sources we believe to be reliable but in no way are warranted by us as to their accuracy or completeness. These are Neptune’s views and as such this document is deemed to be impartial research. We do not undertake to advise you of any change to our views.

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