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 …
Openwork announces financial support for advisers
We’ve announced support for advisers seeking financial assistance through and beyond the RDR with the launch of a comprehensive cash flow finance initiative.
Brokered by Fiducia Commercial Solutions, a long-standing member of Openwork, the initiative will enable our advisers to access a range of lending options including unsecured loans, commercial mortgages, secured loans and overdrafts. To help advisers …
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 …
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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 …
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 …
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RDR adviser toolkit enhanced
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 …
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 …