Openwork to train mortgage ARs into wealth advisers

Ryan Bembridge

September 18, 2017

Openwork network is offering to train its mortgage advisers into wealth experts from the first quarter of 2018.

The ‘Route to Wealth’ course is designed to help advisers move into pensions and investments and will take two years to complete, after which the costs will be refunded.

The programme will provide face-to-face training days which will be combined with self-study, as well as an introductory webinar.

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John Cupis, mortgage director at Openwork said: “Over the next 15 to 20 years we are entering an unprecented 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.”

Openwork is expecting around 100 participants in the next 12 months.

Cliff Gray, managing director at Openwork firm Prosperity Financial Services, said: “Route to Wealth from Openwork is an easy choice for me to help grow my practice and develop my advisers.

“Mortgage customers of today are the wealth customers of tomorrow so this programme run by the excellent training team at Openwork will be fantastic for my business.”

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