Simon Clifford appointed Chief Financial Officer
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 …
Openwork boosts adviser support with new structure
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 …
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 …
Mark Duckworth appointed Managing Director of Distribution and Marketing
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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IFA capability boosted following 2plan approval
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 …
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 …
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 …