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 …
CEO Martin Davis embarks on adviser update meetings
This week, we began a series of meetings across the UK for our adviser-partners on the financial restructuring of the business, which was signed two days ago.
The events started in Birmingham on Monday, and are due to conclude in London on 8 April. They enable me to offer a comprehensive update to our adviser-partners – …
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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 …
Openwork enhances RDR support team with new hires
We’ve bolstered our RDR support team with the addition of two new field-based consultants, as we gear up for the next phase of our comprehensive transition programme designed to help advisers meet the challenges of new regulation.
The consultants – Frank Morton, formerly head of technical development at Prudential, and Chris Barnes, previously managing director of …