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Openwork launches system to help shift assets

The proposition and marketing director of the network said the in-house software will demonstrate that the firm is willing to invest in systems that help its members in the changing regulatory climate.

The system has been developed to help advisers assess the cost of migrating assets and whether it is appropriate to move clients out of existing policies.

Should an adviser wish to make the move, the system will then produce a report laying out the details of the decision.

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Mr Martin said: “As a support services provider it is important we understand intimately the processes behind the decisions our advisers make, enabling us to develop systems that can help them do their jobs as efficiently as possible.”

The new system will go live from 12 August and will be available to advisers once they have completed their training.