Openwork enhances RDR support with online toolkit
We’ve launched an online RDR toolkit as part of our drive to support advisers as they begin the transition to fee-charging business models.
Forming a central plank of our comprehensive RDR programme, the toolkit will provide the content and utilities our advisers require to plan and implement an RDR compliant proposition.
Available now, the toolkit will enable …
Openwork announces financial support for advisers
We’ve announced support for advisers seeking financial assistance through and beyond the RDR with the launch of a comprehensive cash flow finance initiative.
Brokered by Fiducia Commercial Solutions, a long-standing member of Openwork, the initiative will enable our advisers to access a range of lending options including unsecured loans, commercial mortgages, secured loans and overdrafts. To help advisers …
Online marketing support system launched
We’re significantly enhancing the marketing support we give advisers by launching an online support system, Smart Hub.
Smart Hub enables advisers to access a wide range of professionally-designed marketing support materials, which they can personalise and distribute to targeted sections of their client base.
Materials include client proposition brochures, stock market bulletins – to be written in …
New national charity partner announced
We’re pleased to announce that our new national charity partner for the next three years will be The Princess Royal Trust for Carers.
The charity was set up on the initiative of HRH The Princess Royal in 1991, to help carers gain recognition and provide them with the support required to meet their diverse needs. …
‘Life Quote’ Protection App to launch
We’re launching an ‘App’ enabling our advisers to obtain protection quotes via Apple mobile devices. This move is part of our ongoing drive to ease the way in which our advisers are able to write business.
Developed in conjunction with Assureweb, the Openwork-branded App was unveiled at yesterday’s 2012 Openwork National Conference in Birmingham. It will …