Award winning success
Financial Adviser Service Awards 2009
On 19th November, AXA Winterthur Wealth Management was awarded:
5* in the Life & Pensions category
5* in the Investment category
Outstanding Achievement Award
Technology Administration Service Awards 2009
Personal pensions winner
Online award winning success
FTAdviser Online Service Awards
On 18th June 2009, Winterthur was named Company of the Year
In addition AXA Winterthur Wealth Management was awarded;
5* in the Life & Pensions category – Winterthur
5* in the Investment category – Winterthur
4* in the Life & Pensions category - AXA
Over the last year we have made a number of improvements to our online offering, including;
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New online services for The One from Winterthur including online trading and administration tools
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Customer access including valuations and funds switching for the majority of Winterthur products
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The ability to perform online fund switching across the majority of our AXA fund ranges.
2009 e-Excellence ratings
We have been awarded the following ratings by the Finance & Technology Research Centre (FTRC) for our AXA Winterthur Wealth Management Online Pensions Proposition:
‘eee’ e-Excellence rating: Pension Tool
‘ee+’ e-Excellence rating: SIPP Specialist
‘ee+’ e-Excellence rating: SIPP
‘ee’ e-Excellence rating: Individual Pension
Winning these awards is a true endorsement that, once again, the changes we continue to make and the support we offer puts us in a better position than ever to support you and your clients.
Online tools and services available
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Online illustrations
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Client Management
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Fund switching
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Online policy valuations
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AXA Planning Tool
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Investment Research
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Customer access
Further information
If you’d like to find out more, access our tools and literature or for support and training please contact your Business Development Manager or our Adviser Support Unit on 0845 129 9993.
Log in to our dedicated Adviser websites: www.axa.co.uk/adviser or www.winterthur-life.co.uk