Planners step up client reviews due to pandemic

Nearly half (46%) of advised clients have undergone a comprehensive review of their financial situation since the start of the Coronavirus pandemic, according to a new report.

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2 Planner firms first to sign as Openwork 'major partners'

Swindon-based Unique Financial Planning Limited and London-based Chartered Financial Planner The Penny Group have become the first two businesses to sign five-year 'Strategic Partner Firm' contracts with the Openwork network, one of the UK’s largest advisory firms. 

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Openwork to boost specialist protection offering

Adviser network The Openwork Partnership has teamed up with Cura Financial Services to boost its protection offering.

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Openwork launches share trading for partners

Adviser network The Openwork Partnership has launched a share programme for its partners.

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