Winterthur unveils new online pensions tools

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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...

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