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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.


Pru ties up National Australia Bank annuity deal

National Australia Bank has signed up Prudential to provide annuities and healthcare products for distribution through NAB’s Clydesdale and Yorkshire Bank networks.The annuities deal is a single-tie arrangement and kicks off on 31 May for a five year term. The deal will also see PruHealth PMI products sold through NAB’s banking network as the first […]

Standard Life bank introduces new flexible mortgage products

Standard Life Bank is launching a new two-year and six-month variable rate mortgages to its freestyle range, and a new three-year fixed rate mortgage. The bank believes the new products will offer nervous buyers extra flexibility given the recent scrutiny of the housing market, and fears over rising interest rates and the impact of the […]

Winterthur adds development trio

Winterthur Life UK is strengthening its adviser service by recruiting three new business development managers.


Natixis Global Asset Management’s quarterly Portfolio Barometer offers insights into UK financial advisers’ model portfolios and the allocation decisions they are making. Natixis’s Portfolio Research & Consulting Group works with financial advisers and other intermediaries to analyse and enhance their model portfolios and help them develop investor portfolios suited to today’s complex markets. The Portfolio […]


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