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The history of The Openwork Partnership

We launched in 2005, but we’ve been present in the UK financial advice market for nearly 50 years

We launched in 2005, but we’ve been present in the UK financial advice market for nearly 50 years

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The history of The Openwork Partnership

Openwork becomes The Openwork Partnership

Openwork becomes The Openwork Partnership

We are The Openwork Partnership.​ And for us, financial advice is personal.

2021

2021

Openwork LLP takes controlling stake

Openwork LLP takes controlling stake

Zurich and the Openwork Partnership LLP completed the divestment of Zurich’s remaining 25 per cent shareholding in Openwork.

2018

2018

Omnis Managed Portfolio service launched

Omnis Managed Portfolio service launched

Offering the opportunity to invest in a fully risk rated and highly diverse range of funds managed by some of the leading fund managers in the market.

2017

2017

Owl lands in our nest

Owl lands in our nest

Owl Financial, our UK wide protection advice network, becomes part of the Openwork group.

2014

2014

We welcome 2plan

We welcome 2plan

IFA network 2plan joins the family.

2010

2010

Omnis Investments Limited launched

Omnis Investments Limited launched

Our own investment company, Omnis Investments Ltd, provides clients with an exclusive range of funds managed by leading investment managers. Now managing over £8bn of client money and offering a 5-star service.

2009

2009

Openwork Launches

Openwork Launches

Openwork is fully established as a new proposition and a new trading entity. Our advisers become partners in our shared future. A minority shareholding is retained by Zurich.

2005

2005

Zurich Advice Network launched

Zurich Advice Network launched

The Franchise Network changed its name to Zurich Advice Network – reflecting its integration into the Group and an evolving proposition.

2001

2001

The Franchise Network launched

The Franchise Network launched

Allied Dunbar’s parent company, British American Financial Services, was bought by Zurich who relaunched the newly expanded sales force as The Franchise Network.

1998

1998

Hill Samuel launched

Hill Samuel launched

Acquisition of Hill Samuel’s direct sales force in 1994 expanded our proposition still further.

1994

1994

Allied Dunbar launched

Allied Dunbar launched

When Allied Dunbar grew out of Hambro Life in the mid-1980s, its tied sales force expanded too – evolving into one of the best known brands of the 1980s .

1985

1985

The journey begins for Hambro Life

The journey begins for Hambro Life

Sir Mark Weinberg, Lord Joffe and Sir Sydney Lipworth launch Hambro Life with support from Hambros Bank by taking over Abbey Life.

1971

1971