Winterthur has launched a client portfolio management tool and an automated withdrawal facility on the Trustee Investment Plan (TIP).
Winterthur says the online Portfolio Rebalancing tool makes managing clients’ portfolios more efficient and responsive to changes in a volatile market. The facility allows automatic portfolio rebalancing on new and existing TIPs and unit-linked pension products taken out since October 13 2003, and the investment bond. The product requires no set-up charge and allows advisers to create instructions whenever clients’ risk profiles change. Meanwhile, the online automatic withdrawal facility allows clients to make regular withdrawals automatically, which puts the onus on Winterthur inst...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes