on 25 January, 2012
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. …
Read ‘New national charity partner announced ‘ »
Posted in News Articles | Tagged community, foundation, The Princess Royal Trust for Carers, young carers
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 …
Read ‘‘Life Quote’ Protection App to launch’ »
Posted in News Articles | Tagged advisers, AEGON, app, Friends Life, Legal & General, LV=, Protection, Protection panel, Zurich
A team of advisers, staff and friends have raised £75,000 for our community involvement programme, the Openwork Foundation, through a sponsored bike ride across Jordan.
Twenty-three cyclists set off for Jordan in October and cycled 320km in four days across the Arabian desert, from Madaba in the north to Aqaba in the south, raising …
Read ‘Foundation Cycle Challenge raises £75,000 ‘ »
Posted in News Articles | Tagged Cares4Kids, community, foundation, Jordan
We’re delighted our Learning and Development (L&D) team has been awarded a formal accreditation by the National Skills Academy. This recognises the high standards of training support we offer advisers.
Our L&D team designs and delivers comprehensive training programmes. These cover mortgage and protection products, specialist investment and pension advice, in addition to induction, RDR and …
Read ‘L&D team recognised for high training standards’ »
Posted in News Articles | Tagged investments, Mortgages, National Skills Academy, Pensions, Protection, qualifications, RDR
We’re hosting a series of mortgage, protection and general insurance roadshows across the UK. These events will highlight upcoming developments and provide insights on key issues in these markets.
The roadshows, which are being held in a number of Premier League football grounds, began yesterday at St James’ Park in Newcastle. They will finish on 1 …
Read ‘Mortgage, Protection and GI roadshows launched’ »
Posted in News Articles | Tagged advisers, Events, GI, growth, Mortgages, Protection, roadshows
We’re pleased to announce that Investment Funds Direct Limited (IFDL) is to power the second platform offering we’re making available to our advisers ahead of RDR. As part of this proposition, we’ve secured an exclusive arrangement with Veracity to support Openwork advisers in their analysis of legacy business.
The new wrap is a core part of …
Read ‘Openwork partners with IFDL and Veracity to power second platform ‘ »
Posted in News Articles | Tagged advisers, fee charging, fees, growth, ifdl, investments, Pensions, platform, RDR, veracity
We’re pleased to announce the appointment of Simon Clifford as Chief Financial Officer, subject to FSA approval.
Simon joins the business from Zurich Financial Services International Life, where he was most recently Chief Financial Officer for its Isle of Man operations. Simon, who helped launch Openwork in 2005, has an actuarial background and brings with him …
Read ‘Simon Clifford appointed Chief Financial Officer’ »
Posted in News Articles | Tagged 2plan, Chief Financial Officer, IFA, Strategy
We’re restructuring our distribution support functions to ensure we have the right infrastructure to help advisers grow their businesses through and beyond RDR.
The restructure, which follows a review led by Mark Duckworth, Managing Director of Distribution and Marketing, sees the separation of our support and recruitment functions to enable our business development teams to dedicate …
Read ‘Openwork boosts adviser support with new structure’ »
Posted in News Articles | Tagged communication, fee charging, IFA, RDR, recruitment, Strategy
Almost half of our advisers have adopted our protection panel, Openwork Select, in the 12 months since it was launched.
The panel, which celebrates its first anniversary this week, features five leading providers – AEGON Scottish Equitable, Friends Life, Legal & General, Zurich and Liverpool Victoria (LV=) – which collectively account for almost 40% of the …
Read ‘Protection panel celebrates first anniversary’ »
Posted in News Articles | Tagged advisers, AEGON, Friends Life, growth, Legal & General, LV=, Protection, Protection panel, Zurich
We are restructuring our national IFA, 2plan, to accommodate businesses as well as individuals. This is part of a major drive to enhance our whole-of-market capability ahead of the RDR.
Under the new model, 2plan (acquired in September 2010) will become a network supporting both Registered Individuals (RIs) and Appointed Representatives (ARs).
The hybrid structure will enable …
Read ’2plan moves into network space’ »
Posted in News Articles | Tagged 2plan, Appointed Representative, growth, IFA, RDR, Strategy