Openwork to upskill mortgage advisers to wealth management

Training programme launched

Victoria McKeever
clock • 1 min read

Adviser network Openwork has launched a training programme for mortgage advisers to become fully qualified wealth advisers.

Openwork said the programme, 'Route to Wealth', was designed to encourage more mortgage advisers to move into the pensions and investment space, to enable them to offer more comprehensive financial planning. The programme is expected to take less than two years to complete and will be provided to nominated candidates, with all costs reimbursed by Openwork.  Mortgage director John Cupis (pictured) said: "Over the next 15 to 20 years we are entering an unprecedented period of demand for advice for mortgage and pensions, as customers retire with questions about pension freedoms and how t...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

Evelyn Partners names CEO and CFO as NatWest deal nears completion

Evelyn Partners names CEO and CFO as NatWest deal nears completion

Geddes and Gersh to exit

Sophia Panayi
clock 01 June 2026 • 2 min read
Law firm seeks out former SJP ARs for group legal action

Law firm seeks out former SJP ARs for group legal action

Wealth management group insists claim is ‘purely speculative’

Sophia Panayi
clock 29 May 2026 • 2 min read
Ex-Ascot Lloyd CEO eyes 'targeted' acquisitions to grow new firm

Ex-Ascot Lloyd CEO eyes 'targeted' acquisitions to grow new firm

Chester Rose in 'ongoing’ discussions with other firms

Sophia Panayi
clock 26 May 2026 • 2 min read