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 …
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 …
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 …
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 …
We’re pleased to announce the appointment of Philip Martin as Marketing & Propositions Director.
Philip joins us from F&C Investment, where he was Proposition Director with responsibility for all aspects of the asset manager’s UK retail proposition and sales and marketing interaction.
Prior to joining F&C, Philip was Business Development Director at wrap provider Nucleus Financial Group, which …
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We’ve launched a new client bank segmentation tool and enhanced our online cash flow modeller, as part of our drive to support our advisers’ RDR transition.
The new client bank segmentation tool forms a key part of our RDR programme for advisers. It provides analysis of their client data and helps them decide on the right …
The fee-charging pilot trial will spearhead a network-wide rollout of our transition programme later in the year.
In the initial pilot, we’ll work closely with 15 advisers, ranging from large practices to sole traders. We’ll help them implement the business models, service propositions and charging structures needed to meet the demands of the RDR.
The pilot …
We’re pleased to announce the appointment of Mark Duckworth as Managing Director of Distribution and Marketing.
Mark, who assumes the position with immediate effect, is currently Commercial Development Director, a role he has held since joining us in November 2010.
Prior to joining Openwork, Mark worked at Living Time, where he was Distribution and Partnerships Director responsible …
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We’re set to significantly enhance our IFA capability after gaining final FSA approval to complete the acquisition of leading independent advice firm 2plan Wealth Management.
The change of control will enable us to develop our IFA strategy as part of wide-ranging plans to prepare the business and our advisers for the introduction of the RDR in …
