Winterthur Life is to launch a series of roadshows across the country to help advisers focus on the specialist needs of high-net-worth customers.
Starting on April 17th, the roadshows will visit 11 major cities including London, Manchester and Edinburgh and they will focus on new strategies and services to help advisers meet and identify the needs of the HNW market.
Hosted by David Thompson, the new managing director Winterthur, along with Mike Morrison, pensions strategy director, and Bernard Henshall, the investment distribution manager, the seminars aim to:
- Present advisers with the latest client research to highlight the potential of the HNW market;
- Explore investment strategies for HNW retirement planning;
- Introduce ideas to help advisers meet changing client needs, and
- Detail new services to save advisers time and support their client recommendations.
Thompson says the objective of the roadshow is to present advisers with the latest information on market and buyer trends to support them in moving their businesses forward.
He adds: “The latest roadshow really focuses on identifying and meeting the needs of the high net worth client, and utilising the years of experience and expertise Winterthur has in this ever-growing market.”
The locations for the roadshows, which will qualify for accreditation from the Pensions Management Institute, will appear at the following locations:
|Date||Start Time||Location Venue|
|April 17 2007||10.00am||Belfast Hilton Hotel|
|April 19 2007||10.00am||Edinburgh Murrayfield Hotel|
|April 24 2007||10.00am||Glasgow Hampton Park Hotel|
|April 25 2007||10.00am||Harrogate Rudding Park Hotel|
|April 26 2007||10.30am||Manchester Radisson SAS Hotel|
|May 1 2007||10.00am||Birmingham Belfry Hotel|
|May 2 2007||10.00am||Bristol Macdonald Holland House Hotel|
|May 3 2007||10.00am||Southampton Botley Park Hotel Golf & Country Club|
|May 9 2007||10.00am||Reading Madejski Stadium|
|May 10 2007||10.00am||Gatwick Effingham Park Hotel|
|May 17 2007||10.00am||London Hilton Tower Bridge Hotel|
Any adviser interested in attending the workshops should reserve a place by logging on to the Winterthur website, or by calling the Adviser Support Unit on 0845 129 9993.
If you have any comments you would like to add to this story or would like to speak to its author about a similar subject, telephone Nyree Stewart on 020 7034 2681 or email [email protected].IFAonline
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