Adviser spotlight: Shahinul Islam, Simply Mortgages Limited
If you have ever wondered what it is really like to become a self-employed mortgage and protection adviser, hearing from someone who has already made the leap is the best place to start. We s...
The Openwork Partnership appoints Adam Jones as Chief Technology Officer
London, 9 March 2026 – Adam Jones has been appointed as Chief Technology Officer of The Openwork Partnership (“Openwork”), one of the UK's leading and longest-established financial advice networks. A...
Lessons from IWIFS: Why financial advice needs more women
Earlier today, we were treated to an insightful Inspiring Women in Financial Services (IWIFS) online event, featuring Claire Limon, Carrie Morris, Jennifer Mathias and Carol Boston. The discussion e...
What the Spring Forecast says and what it could mean for households
Chancellor Rachel Reeves delivered the Spring Statement 2026 on the 3rd March alongside the latest Office for Budget Responsibility (OBR) Economic and Fiscal Outlook, providing an updated picture of...
Route to Principal (R2P): Building the Next Generation of Advice Firm Leaders
Becoming a Practice Principal is one of the biggest career transitions an adviser can make. It’s a move that goes far beyond technical advice skills, requiring commercial confidence, leadership capab...
From military intelligence to financial advice: Joe’s second-career story
For many people, the idea of changing careers later in life can feel daunting. But for Joe, a former military intelligence analyst and now a new adviser at The Openwork Partnership, a second career&n...
Openwork appoints Ed Bailey Principal of The Openwork Business School
London, 12 February 2026 – The Openwork Partnership (“Openwork”) is pleased to announce that it has appointed Ed Bailey as Principal of The Openwork Business School (“Business School”), a centre of e...
Matilda’s Story: A second-career success in Financial Advice
For many professionals rethinking their future, financial advice has become one of the most compelling second-career paths. It offers something rare in today’s job market: the chance to build a stabl...
The Openwork Foundation Cuba Cycle Challenge 2025: Day Five
The Openwork Foundation Cuba Cycle Challenge: Day Five By Sue Colson We did it! A successful challenge and many special memories in Cuba. The day began with heartwarming news: David Sinclair welcomed ...
Budget Reflections: Implications for households, investors, and advisers
Rachel Reeves’ Autumn Budget marks a recalibration of the fiscal environment with wide-ranging implications for households, investors and businesses. From wage increases and cost-of-living i...