Recruitment Playbook & AR brochure - Presentation - Page 11
Wealth
Our market-leading, wealth proposition
gives your advisers everything they need to
deliver clear, confident and client-centric
investment advice.
At the heart of our proposition is Omnis
Investments, one of the UK’s largest asset
managers with over £10 billion in assets
under management. As an Openwork firm,
you benefit from exclusive access to Omnis
funds, designed to provide solutions that your
advisers can confidently recommend to clients.
The Omnis range offers a diversified suite of
investment solutions, including:
• Omnis Agility is a range of four, diversified
portfolios that blend ETFs with actively
managed funds.
• Omnis Managed Portfolio Service is an
actively managed investment solution, with
a range of five distinct portfolios to suit
different target returns and risk profiles.
• Omnis Managed Funds range comprise
three ready-made solutions, managed
by Schroders.
• Omnis Access is a multi-asset range
designed to give clients straightforward,
diversified access to global
markets through a range of risk-rated
portfolios managed by Legal & General
Asset Management.
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These solutions are complemented by a
broad range of tax-efficient product
wrappers, including:
• General Investment Accounts for flexible
access to invested capital.
• ISAs to support tax-efficient growth
and income.
• Onshore and offshore investment bonds,
offering planning opportunities for
tax deferral, estate planning and more
complex client needs.
Beyond investments, our comprehensive
pensions proposition supports you at every
stage of the client journey:
• Access to a broad panel of leading
pension providers.
• Solutions for accumulation, consolidation
and decumulation.
• Strong support for retirement income
planning, including drawdown strategies.
At Openwork, our wealth proposition isn’t
just about products and funds - it’s about
giving you the tools, support and confidence
to grow your business and build lasting client
relationships.
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