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...
IHT advice boom as advisers forecast strong growth
Our new research shows advisers are expecting a boom in demand for advice on inheritance tax planning. Nearly two out of five (38%) advisers saw an increase in demand from clients for advice on IHT pl...
One in eight clients have suffered financial damage from covid
Our new research shows advisers estimate around one in eight clients have suffered financial damage during the COVID-19 pandemic. Our nationwide study found that advisers on average believe 12% of the...
The Openwork Partnership rated one of the UK's best places to work
The Openwork Partnership, one of the UK’s largest and longest established financial advice and investment networks, has been rated one of the UK’s best places to work for the third year in a row in th...
The Openwork Foundation Update
We're delighted to share the first issue of The Openwork Foundation's newsletter! Ted’s News will be a regular chance to hear about The Openwork Foundation's work, the impact of your support, upcoming...