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  • The Openwork Partnership's website

    Older generation set to transfer £293bn of wealth

  • The Openwork Partnership surveyed financial advisers in January

    One in eight clients suffered ‘financial damage’ from pandemic

  • Research from The Openwork Partnership found over one in ten (11%) of the average adviser’s client base is actively seeking advice on inheritance tax planning

    Planners forecast IHT advice boom

  • The Openwork Partnership’s first graduate scheme was launched in October 2019

    Openwork expands graduate scheme

  • Almost 4 in 10 of those surveyed by The Openwork Partnership said they have seen a rise in financial scam attempts

    Over 20m targeted by scammers

  • More female planners are joining the profession

    Female financial adviser gap is narrowing

  • London was the region where recognition of the value of advice had increased the most

    Quarter of 18-35s value Planners more post-pandemic

  • The new scheme also enables partner firms to earn more units in the network as the company expands.

    Openwork launches share trading for partners

  • The Openwork Partnership currently has over 4,300 financial advisers operating across the UK

    Openwork to boost specialist protection offering

  • The Openwork Partnership website

    Morrow exits Openwork in exec reshuffle

  • The Openwork Partnership website

    Openwork adds propositions director from Santander

  • The Openwork Partnership website

    Over 1 in 5 savers prefer to keep all money in cash

  • Unique Financial Planning's website

    Unique acquires fellow Openwork network Planner

  • Openwork website

    Openwork launches Business School  

  • The Openwork Partnership's website

    Adviser numbers rise 5% for Openwork

  • The Openwork Partnership analysed data from HMRC following a freedom of information request

    Number of ISA millionaires hits record high

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