Openwork to fund wealth adviser training for mortgage advisers

Route to Wealth is designed to encourage more mortgage advisers to move into the pensions and investment arena, enabling them to provide holistic financial planning.

A structured training programme, expected to last just under two years, will be provided for nominated candidates with all costs reimbursed by Openwork.
 
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."