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Winterthur promotes trustee plan

Winterthur Life is running an initiative to raise awareness of the benefits of trustee investment plans as part of an holistic retirement planning process.

The company’s Tip is a low-cost investment available to trustees of occupational pension schemes and self-invested personal pensions on behalf of members.

It allows them to access world stockmarkets via Winterthur Life’s tailored selection range of investment funds.

This opens up varying degrees of capital security depending on risk profile, while offering competitively priced high-quality investment management.

The product’s key benefits include accepting single and regular contributions, being ideally set up for investing cash on deposit through the free switching facility, time and cost-saving benefits over collectives, regular payments and 100 per cent allocation to units.

Sales director David Thompson says: “The biggest plus is the cost and time saving compared with switching between individual unit trusts and being open-ended means the money can be accessed at any time without penalty.

“In a market where the regulator, financial media, advisers and the end client seek simplicity, transparency and value for money from financial products, the Tip must offer a blueprint for the future.”

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