Winterthur Life, the UK life and pensions arm of Credit Suisse is to host a series of IFA seminars o...
Winterthur Life, the UK life and pensions arm of Credit Suisse is to host a series of IFA seminars on income drawdown around the country over the next two months.
The road show kicks off in Edinburgh on 23 April at the George Inter-Continental Hotel before making 10 further stops before coming to a close at the De Vere Dunston Hall in Norwich on 3 May.
The 'Simply Drawdown' seminars will attempt to unravel the complexities of income drawdown, address IFA concerns and explore the recent changes to the regulatory framework and underlying legislation.
Credit Suisse fund manager Bill Mott will be on hand to provide insight to the UK equities market and Exeter fund managers Kevin Long and David Crouchen will discuss the different asset classes of a portfolio. Winterthur pensions strategy manager Mike Morrison will look at the latest regulatory proposals, transfers in a drawdown and how the new triennal process will work.
Winterthur spokesman Mike Kellard said: "Income drawdown is among the fastest growing of all financial products. At first sight, the technicalities may seem daunting – but in reality, the opportunities for IFAs to build their business are too enticing to miss."
Following Edinburgh the roadshow moves west to the home of Celtic Football Club at Hampden Park, Glasgow at 3.30pm on the same day. Then the Posthouse Premier, Belfast 24 April, Harrogate Rudding Park and Bolton FC's Reebok Stadium 25 April, the National Motorcycle Museum in Birmingham and the Mansion House in Bristol 26 April. On 30 April the tour resumes at the Madjeski Stadium in Reading, the De Vere Grand Harbour in Southampton and the Gatwick Hilton 1 May, London's Radisson SAS Portman Hotel 2 May before closing in Norwich the next day.
Speaker variations will apply due to work commitments. For more information and details on how to reserve a place call Melanie Sander at Winterthur Life on 01256 798 032.
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