Protection panel gets warm reception
More than 200 of our firms representing 1,000 users have switched across to the our new protection panel, Openwork Select, following its launch in September.
The panel, which sits alongside our existing single-tie proposition, features five leading providers – AEGON Scottish Equitable, AXA, Legal & General, Liverpool Victoria (LV=) and Zurich – which collectively account for …
Cyclists raise £43,000 for Openwork Foundation
A team of advisers and staff has raised £43,000 for our community involvement programme through a sponsored bike ride around Costa Rica.
The fourteen cyclists left the UK on Saturday October 30 and cycled nearly 400km across lush and challenging terrain in Costa Rica in support of disadvantaged children and young people in the UK and …
RDR workshops and seminars underway
We’re hosting a series of local seminars and in-depth workshops across the UK to help our pensions and investment advisers gain a deeper understanding of the RDR and the challenges presented by fee-charging models.
The support programme, taking in a wide variety of venues from Aberdeen to Southampton, entails our specialist business transition team guiding small …
Mark Duckworth appointed Commercial Development Director
I’m delighted to announce the appointment of Mark Duckworth to the newly-created position of Commercial Development Director, as part of our drive to develop our group and distribution strategy.
Mark joins us on 1 November from Living Time, where he was Distribution and Partnerships Director responsible for all sales distribution, strategy and key deals throughout the UK. …
Read ‘Mark Duckworth appointed Commercial Development Director’ »
Top 100 Financial Advisers list announced
We’ve been placed second in FT Adviser’s annual list of the Top 100 Financial Advisers.
Largemortgageloans.com joins lender panel
We’re delighted to announce that Largemortgageloans.com, the specialist large loans broker, is to join our lender panel.
The move, which follows last week’s re-introduction to our lender panel of buy-to-let specialist Paragon, will enable our 2,500 advisers to gain access to personalised private bank loans in excess of £500,000.
With its bargaining power and close relationships with …
Independent or restricted? Who cares!
Surveys that purport to proclaim that customers prefer “independent” advisers are misleading, and often deliberately so. Asking a consumer whether they would prefer to deal with an “independent” adviser or a “restricted” adviser tells us absolutely nothing.
To the vast majority of the population who do not spend their days immersed in the nuances of RDR …
UK-wide partner update meetings
Over the next three weeks I will be hosting a series of meetings across the UK to update Openwork partners on strategy, performance, key operational milestones and future business structure.
We are undergoing a period of substantial change and it is important that, with the RDR looming large, our partners understand both where we currently …
New protection panel goes live
This week we’ve embarked on a series of road shows across the UK to mark the launch of our new protection panel which goes live on 24 September.
The new panel will feature a combination of new and existing providers including AEGON Scottish Equitable, AXA, Legal & General, Liverpool Victoria (LV=) and Zurich. Following its launch …
IFA business 2plan Wealth Management acquired
Today we’ve moved to implement a central part of our RDR strategy with the acquisition¹ of leading independent advice firm 2plan Wealth Management.
Leeds-based 2plan, voted Best Technology Adviser at the 2010 Money Marketing Awards², has more than 200 advisers and provides an extensive range of wealth management, retirement, investment and financial planning services …