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 …
L&D team recognised for high training standards
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 …
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 …
Read ‘Openwork partners with IFDL and Veracity to power second platform ‘ »
Openwork appoints Philip Martin as Marketing & Propositions Director
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 …
Read ‘Openwork appoints Philip Martin as Marketing & Propositions Director’ »
Fee-charging pilots launched
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 …
Mark Duckworth appointed Commercial Development Director
I’m delighted to announce the appointment of Mark Duckworth to the newly-created position of Commercial Development Director, as part of our drive to develop our group and distribution strategy.
Mark joins us on 1 November from Living Time, where he was Distribution and Partnerships Director responsible for all sales distribution, strategy and key deals throughout the UK. …
Read ‘Mark Duckworth appointed Commercial Development Director’ »
Client guide to recommended funds launched
We have today launched a client-facing guide to our investment and pension funds as part of our drive to help advisers increase consumer understanding of the investment sector and the factors that influence fund performance.
The guide, which will be updated quarterly, outlines to clients the performance of our recommended pension and investment funds and, in …
Omnis Investments shortlisted for Moneyfacts Award
Openwork-owned Omnis Investments, has just been nominated in the ‘Best Multi Manager Provider’ category at this year’s Moneyfacts Investment, Life and Pensions Awards, recognising exceptional fund performance over the past 12 months.
The IFDS Omnis multi-manager funds, managed by Octopus Investments, were the first products to be launched through Omnis Investments back in 2008. They use …