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Winterthur upgrades portfolio projections

Winterthur Life is offering an upgraded version of its online adviser service which is designed to provide product and portfolio analysis.

The service is added on to Winterthur’s adviser toolkit and gives advisers access to investment analysis and research of all UK unit trusts, Oeics, life and pension funds.

It includes the option to scan client portfolios to display information on asset allocation and portfolio construction and allows the adviser to see third-party products that the client may hold outside Winterthur’s product range.

Interactive charting enables the adviser to study past performance and future projections of a client’s portfolio. It also shows asset allocation and exposure.

Director of distribution David Thompson says: “The service is designed to support advisers when initially selecting and then managing Winterthur’s tailored selection fund platform available via the Winterthur Life personal pension. By enabling advisers to analyse information on non Winterthur holdings as well, our new adviser services solution provides a comprehensive client and portfolio analysis capability.”


Big increase in sector concentration in UK stock market says Fidelity

Sector concentration in the UK stock market has increased dramatically over 10 years while global markets have remained consistently more diverse according to research from Fidelity International.In 1996 less than 31 per cent of the UK market was concentrated in the three biggest sectors, energy, pharmaceuticals and banks. By 2002 the sectors accounted for around […]

Rising demand for flexible homeloans

Research conducted among 1,400 intermediaries has revealed increasing demand for mortgages with flexible features. The survey by specialist lender UCB Home Loans found that 69 per cent of advisers reported an increase in the number of applicants requesting flexible features on their tracker mortgages last year.

Auto acceptance with L&G system

Legal & General has set up an interactive underwriting service on its protection products range which is an addition to the existing online processing system. The system is designed to be used by advisers when they are in contact with clients either via phone or face to face. It was rolled out to the whole […]

Lenders look abroad for a green example

Housing minister Yvette Cooper’s call for the mortgage industry to adopt environmentally-friendly homeloans has been met with a cool reception. Most lenders say they have little experience of what a green mortgage is and need further guidance. The Government failed to consult the industry before making the request, just as it failed to consult the […]

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Auto-enrolment — don’t leave it too late…

With auto-enrolment (AE) well under way for the UK’s largest businesses, over the next three years an additional 800,000 smaller employers (with less than 60 employees) will start their journey to comply with the legislation. AE mandates all eligible employees and their respective employers to make regular pension contributions into a qualifying pension scheme. To learn more about the legislation read our brief Jelf AEase — simple steps to AE compliance guide.


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