The Openwork Partnership and Embark Group deepen strategic relationship
The Openwork Partnership and Embark Group (Embark) have agreed Heads of Terms on extending their existing distribution agreement to 2026 as they strengthen their strategic relationship. This concludes...
More than £293 billion earmarked for younger generations
Our new research shows more than £293 billion is earmarked for younger generations by generous parents and grandparents. Our nationwide study shows children and grandchildren can expect an average ear...
Budget 2021 highlights
Rishi Sunak has had to make some tough decisions as he balances tackling the health crisis, securing an economic recovery and looking ahead to fixing the public finances. In this year’s Budget the Cha...
The Openwork Partnership expands offering with Co-op Legal Services
We are joining forces with Co-op Legal Services to offer legal services. The new arrangement will enable us to offer a range of legal support services with one of the country’s biggest providers, incl...
Openwork rebrands to The Openwork Partnership as it builds to be the UK’s number one
The Openwork Partnership is targeting becoming the UK’s leading advice network as it rebrands with a renewed focus on putting clients at the heart of its business and working together to deliver its g...
The Openwork Foundation celebrates 40 years of making a difference
The Openwork Foundation is celebrating 40 years of making a difference, during which time it has donated £20.8 million, helping more than 476,000 vulnerable people. Originally created in 1981, as part...
The Openwork Partnership focuses on growth with new leadership roles
We are strengthening our Executive team and growth opportunities with the creation of a new role of Chief Commercial Officer (CCO). Mike Morrow has been promoted from Wealth & Platform Director to...
The Openwork Partnership welcomes its ‘Class of 2021’
We welcome our first intake of 19 graduates this week to our newly launched Graduate Wealth Pathway Scheme. This scheme builds on our investment in recruitment and staff support. Last year more than 1...
Couples Retirement Planning: The Value of Discussing Financial Advice
Our new research, reveals couples are risking financial confusion by failing to talk about their retirement plans. UK Couple Retirement Planning Statistics More than a third (34%) have never discuss...
Advisers worry about recruiting the next generation
Our new research shows advisers are increasingly optimistic about the industry’s future but worried about recruiting the next generation of advisers. Our nationwide study among advice firms found near...