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Openwork bolsters adviser support

Robyn Hall

November 5, 2012

Philip Martin, proposition and marketing director at Openwork, said: “Helping advisers keep their clients up to speed with new developments is a key part of our support programme as we move towards the RDR and tackle other regulatory changes.”

Openwork is launching a protection mailer campaign for its members to assist them when advising clients of the potential price changes taking place on 21 December 2012 as a result of the new Gender Directive. Advisers can order their campaigns – which include an approved leaflet and client letter – through Openwork, which will arrange the fulfilment.

Openwork is also expanding its offering through Smart Hub, its online marketing support system, with the launch of new marketing newsletters. The literature, which is available now, will help to support advisers when discussing particular areas of advice with new and existing clients. Advisers will be able to download or print the literature – which will cover mortgages, protection and general insurance and pensions and investments – with Openwork making future editions available on a quarterly basis.

Openwork has also developed new protection, RDR and asset table leaflets to help advisers explain regulatory changes and other developments. As with most of the literature available through Smart Hub, the leaflets can be personalised by advisers using their own branding and distributed to targeted sections of their client base.

Martin added: “In conjunction with Smart Hub’s existing tools, the launch of these new resources will provide advisers with a range of marketing materials to help them straightforwardly and effectively service and educate their clients across a host of areas.”


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