View more on these topics

Openwork ups recruitment focus as sales head gets new role

People in front of a bright keyhole openingAdvice network Openwork is looking to focus more on adviser recruitment and its academy programme as it reassigns its protection sales head Claire Limon into a new role.

Limon will become head of recruitment and development at Openwork, moving across from her role as head of national sales at Owl Financial, Openwork’s protection-only business.

Limon, who joined Owl Financial in August 2017, will be charged with growing adviser numbers both through recruitment, and training and development of new planners.

She will oversee  the Openwork Academy, which is set up for second-career movers with no significant financial services experience to become pensions and investment advisers.

Limon was formerly retail director for Countrywide and head of insurance at Halifax Bank of Scotland.

Openwork wealth and platform director Mike Morrow says: “As we enter 2019, the continued expansion and development of our financial advice provision across the country remains a crucial strategic objective. Claire’s leadership, appetite for innovation and tremendous industry expertise will be instrumental as we look to leverage the full breadth of our capabilities across the network, and ultimately deliver to the needs of our clients.”

Recommended

Business-Handshake-Meeting-Deal-Low-Angular-700x450.jpg

DFM buys stake in national IFA Continuum

Marlborough Holdings Group has acquired a 19.9 per cent stake in a national IFA Continuum Financial Services for an undisclosed sum. Continuum said the Marlborough Holdings Group’s company – Marlborough Investment Management – that provides discretionary fund management services, will collaborate with the IFA to “further support their strong business growth plans”. Continuum Financial Services […]

Standard Life scheme to pay member £20k over transfer delay

Trustees of the Standard Life Staff Pension Scheme must pay a member nearly £20,000 for the investment losses resulting from a delayed transfer. In the upheld Pensions Ombudsman ruling, Mr L complains he was given misleading information regarding his statutory right to transfer and he lost money. Mr L is a current employee of Standard […]

5

MPs launch probe into contingent charging

The work and pensions select committee has launched an inquiry into the way financial advice is charged for on defined benefit transfers. This probe follows a previous inquiry into freedom and choice where the committee says it received worrying evidence about the financial advice given to members of the British Steel Pension Scheme. Here the […]

Buxton steps down as Merian chief

Richard Buxton has decided to step down from the role of chief executive of Merian Global Investors. Mark Gregory will replace him, subject regulatory approval. Buxton will remain as head of UK equities and manager of the Merian UK Alpha fund. He will step down from the business’s executive committee after a handover of responsibilities, but […]

The best of both worlds

Business Development Manager Kim Nelson and Lead MPS Manager Steven Rooke discuss the direction of traffic towards investment solutions in the adviser market and the increased use of models as a complete client investment solution in an adviser’s business. They then discuss the active/passive debate, looking at both the history, investment process and implementation considerations […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers. Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and thought leadership.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com