Openwork
PEOPLE MOVES: Standard Life, UBS, DWS
Standard Life Aberdeen appoint UK propositions manager, while UBS Asia appoints new president
Zurich sells Openwork stake in early exit
Zurich has sold its 25% stake in Openwork two years earlier than expected, handing majority ownership to the IFA network’s partners.
Best Practice | 27 Mar 18
Downward trend in Ombudsman complaints
Complaints about advice companies made to the UK’s Financial Ombudsman Service (FOS) eased across the board in the second half of 2017, while Aviva and Barclays bucked the trend and saw complaints rise, according to updated figures.
Best Practice | 28 Feb 18
Mortgage advisers upskill as wealth advisers through Openwork
The first group of candidates have embarked on Openwork’s “Route to Wealth”, a study programme that supports firms upskilling their mortgage advisers to become fully qualified wealth advisers.
Best Practice | 5 Sep 17
Complaints against SJP up but Sesame worst advice offender
The UK’s Financial Ombudsman Service (FOS) received 22% more new complaints against St James’s Place in 1H17 compared with 2H16 and, despite a drop in the number of complaints against Sesame, the network remained the most complained about advice provider.