View more on these topics

Openwork encourages mortgage advisers to widen scope

Savings-Education-University-Piggy-Bank-Book-Study-700x450.jpgOpenwork aims to convert more mortgage advisers to restricted advisers with a new study programme.

The programme, Route to Wealth, is designed to encourage more mortgage advisers to move into pensions and investments.

Route to Wealth will be a two-year structured training programme, with all costs paid back by Openwork.

Openwork mortgage director John Cupis says: “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 new pensions freedoms and how to manage their housing equity.

“Whether it is planning for inheritance tax, optimising tax free savings allowances, managing an interest-only mortgage, planning to transfer wealth to children or grandchildren, the decisions regarding how to retire will become increasingly complex requiring high quality advice.”

Recommended

Money-Cash-Coins-GBP-Pounds-UK-700x450.jpg
79

How much are advisers charging for pension transfers?

Advisers and networks are charging wildly different prices for advising on defined benefit to defined contribution pension transfers, Money Marketing research suggests. As well as a split between charging on a time cost or percentage basis, some firms appear to be charging as much as two times more than others. Firms that offer pension transfer […]

1

Why IFAs need to brush up on offshore bonds and funds

You do not have to be a doctor to know how important the heart is. But back in ancient Greece, you could be a doctor and still have no idea how important the heart was. Back then, doctors like second-century Greek physician Galen believed the liver, not the heart, circulated blood, while the heart circulated […]

 Article 50 Q&A: The negotiations to watch for 

Holly Cassell, Assistant Manager of the top-performing Neptune UK Mid Cap Fund, discusses the potential near-term impact of Article 50 and the Brexit negotiations that she believes investors should pay most attention to. Read article here Important information  Investment risks  Neptune funds may have a high historic volatility rating and past performance is not a […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment