Openwork enhances marketing support for advisers
We’ve bolstered our marketing support as part of an ongoing programme to help advisers grow their businesses through and beyond the RDR.
As part of the move, we’ve launched a protection mailer campaign to help advisers discuss with their clients the potential price changes taking place on 21 December 2012 as a result of the new …
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 …
Mortgage, Protection and GI roadshows launched
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 …
Openwork partners with IFDL and Veracity to power second platform
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 …
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Protection panel celebrates first anniversary
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 …
2plan moves into network space
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 …
Two National Development Directors appointed
We are entering the next stage of our growth strategy with the appointment of two national development directors, as we seek to further boost our scale in the run up to the RDR.
The new directors – Peter Smith and Mike Starkie, both formerly of Caerus Wealth – will join our existing recruitment and development team …