New Openwork chief executive Mary-Anne McIntyre said the network will break its exclusive platform tie-up with Zurich UK Life as she expects the needs of clients within its diverse adviser base to draw special attention from the FSA.
The 2,000 adviser network – for which Zurich is currently the exclusive retail savings platform for its single-tie advisers and the preferred provider for its multi-tie and whole of market business – has signed a deal with a second as-yet-unnamed platform to offer investment products. It is also in talks to add niche platforms for annuities and ultra high net worth individuals. McIntyre, who moved from Fidelity to take over as CEO in June, said: “We’re going to be in the FSA spotlight with such a diverse adviser base, which has such varied client needs. “Zurich has been our main pr...
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