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      Professional Adviser Working Lunches 2021

      A series of invitation only "meet the manager" virtual lunches to discuss how a multi-asset strategy can benefit your clients and your business.

      • Date: 14 Apr 2021
      • ONLINE, ONLINE
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      Professional Adviser ESG Masterclass 2021

      Professional Adviser is excited to launch the new ESG Masterclass, taking place live online from 28th - 29th April 2021. Delegates attending this event will benefit from thought-provoking presentations, informative Q&A sessions and structured CPD hours.

      • Date: 28 Apr 2021
      • Live Online, Live Online
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      Sustainable Investment Festival 2021

      The Sustainable Investment Festival will run online from 22-25 June and will include thought-provoking presentations from renowned keynote speakers, innovative breakout events and sessions specifically tailored to meet the information needs of fund selectors, financial advisers, pension consultants, trustees and scheme managers.

      • Date: 22 Jun 2021
      • Online, Online
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      Professional Adviser 360 Conference 2021

      A comprehensive 360-degree view of financial advice underpins PA360 Conference. With an unmissable line-up of dynamic speakers ranged across three streams focusing on what matters most to advisers PA360 will inform, educate and inspire, allowing delegates to meet new service providers and professional partners, and provide invaluable networking opportunities.

      • Date: 07 Oct 2021
      • The Brewery, London
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  • Trending now
  • Nominations open for WIFA 2021
  • Mattioli Woods in £4m acquisition
  • Young British Steel client

openwork

Openwork bills adviser £2,000 some seven years after leaving network
  • Your profession
Openwork bills adviser £2,000 some seven years after leaving network

To pay by 20 August

  • 13 August 2018
Cazenove and Openwork commit to MPS transparency through FE service
  • Investment
Cazenove and Openwork commit to MPS transparency through FE service

35 DFMs have subscribed

  • 06 August 2018
Omnis appoints Fundhouse as external investment consultant
  • Investment
Omnis appoints Fundhouse as external investment consultant

Working alongside Omnis investment team

  • 12 July 2018
Omnis ditches Schroders for Franklin Templeton on UK Equity fund
  • Equities
Omnis ditches Schroders for Franklin Templeton on UK Equity fund

Effective from 11 June

  • 07 June 2018
Openwork partners take controlling stake after Zurich 'separation'
  • Companies
Openwork partners take controlling stake after Zurich 'separation'

Insurance giant divests 25% shareholding

  • 10 April 2018
Openwork and Sesame top-paid less than two-fifths women
  • Companies
Openwork and Sesame top-paid less than two-fifths women

Deadline now passed to publish data

  • 05 April 2018
Omnis launches strategic bond and UK equity income funds
  • Managed solutions
Omnis launches strategic bond and UK equity income funds

Available as of 5 December

  • 23 November 2017
Openwork to upskill mortgage advisers to wealth management
  • Companies
Openwork to upskill mortgage advisers to wealth management

Training programme launched

  • 11 September 2017
FOS complaints against advisers continue to fall
  • Regulation
FOS complaints against advisers continue to fall

Sesame most complained-about advice firm

  • 05 September 2017
Openwork appoints customer protection panel chair
  • Protection
Openwork appoints customer protection panel chair

Network of more than 3,200 advisers

  • 10 August 2017
Meet the Adviser Champions: Openwork's Philip Martin
  • Your profession
Meet the Adviser Champions: Openwork's Philip Martin

Our new video series continues

  • 13 April 2017
Openwork surpasses 2,000 advisers
  • Your profession
Openwork surpasses 2,000 advisers

Wider group grows to 3,200

  • 04 April 2017
Openwork appoints Mercer to support upcoming DFM service
  • Your profession
Openwork appoints Mercer to support upcoming DFM service

Omnis DFM service to launch in April

  • 21 March 2017
Openwork to launch DFM led by former Tilney investment chief
  • Your profession
Openwork to launch DFM led by former Tilney investment chief

Launches in April 2017

  • 09 February 2017
Sesame remains most complained-about advice firm
  • Regulation
Sesame remains most complained-about advice firm

Top five firms see small rise in complaints

  • 06 September 2016
Mark Duckworth: How Openwork is taking control of its destiny
  • People
Mark Duckworth: How Openwork is taking control of its destiny

Network's adviser ownership set to increase to 90%

  • 05 July 2016
Mark Duckworth: Financial advisers are facing 'a golden moment'
  • People
Mark Duckworth: Financial advisers are facing 'a golden moment'

Robo-advice and banks are medium-term threats

  • 28 June 2016
Jupiter and Baillie Gifford win Openwork mandates
  • Managed solutions
Jupiter and Baillie Gifford win Openwork mandates

Cedric de Fonclare to run European fund

  • 26 April 2016
Openwork triples protection policy recommendations
  • Protection
Openwork triples protection policy recommendations

Openwork advisers wrote 134,000 policies in 2015

  • 23 March 2016
Openwork appoints chief operating officer
  • People
Openwork appoints chief operating officer

Openwork recruits outside financial services

  • 10 March 2016
Adviser complaints drop in second half of 2015
  • Regulation
Adviser complaints drop in second half of 2015

Top six advice firms see complaints drop

  • 23 February 2016
Zurich pulls out of Openwork ownership
  • Companies
Zurich pulls out of Openwork ownership

Insurer will divest its stake over four years

  • 18 February 2016
Openwork hands Woodford reins of new UK equity fund
  • Investment
Openwork hands Woodford reins of new UK equity fund

Available through Openwork platform

  • 25 January 2016
  • Regulation
Positive Solutions re-enters FOS complaints top five

Positive Solutions has reappeared in the Financial Ombudsman Service's (FOS) list of the top five most complained about advice firms.

  • 25 August 2015
123

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