Graduate podcast - Robo and Automated Advice Processes
In this episode we discuss Robo and Automated advice processes – how they operate at the moment and how they may shape the future of financial advice with the founder of Financial Technology Research ...
The Openwork Partnership is rated best network for protection advice
Independent protection industry research and analysis group Protection Guru has voted The Openwork Partnership the Best Network for Protection Advice at its inaugural awards. The event celebrating the...
The Openwork Partnership commits to supporting carers
The Openwork Partnership, one of the UK’s largest and longest established financial advice and investment networks, has been recognised for its support for unpaid carers in the workplace. It has compl...
The Openwork Partnership Appoints Chief Operating Officer
We have appointed Frank Meere as Chief Operating Officer. Frank brings more than 30 years’ experience in the financial services sector including a wide range of Chief Operating Officer and general man...
2plan hits the heights with three peaks charity challenge
2Plan Wealth Management volunteers have helped raise more than £56,000 for The Openwork Foundation doubling their original target in their first event for the charity. The original target for The York...
Female financial adviser gap is ‘starting to narrow’
The female financial adviser gap is starting to narrow but more needs to be done to attract women into the industry, The Openwork Partnership’s Inspiring Women in Financial Services conference heard. ...
The Openwork Partnership focuses on inspiring women
The Openwork Partnership is renewing its drive to support women in financial services with the relaunch of its annual women in financial services conference. Its third event under the theme of Inspiri...
More Than 20 million Have Been Targeted By Financial Scammers
Our new research shows nearly two out of five adults have been targeted by financial scammers in the past year highlighting the need for increased advice. The nationwide study found 38% of adults – th...
The Openwork Partnership Focuses on Inheritance Support
We are supporting advisers to help clients get the full benefits of intergenerational wealth transfers. Research shows up to one in three households in the UK receive inheritances or wealth transfers ...
The Openwork Partnership boosts flexibility to support colleagues
We are supporting staff and our growth plans with a new approach to flexibility at work as our offices open to more people. We have doubled the number of colleagues who can work in our Swindon headqua...