The history of The Openwork Partnership
We launched in 2005, but we’ve been present in the UK financial advice market for over 50 years
We launched in 2005, but we’ve been present in the UK financial advice market for over 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 acquired
Hill Samuel acquired
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