Welcome to the Openwork dedicated page

Today's fast-paced financial advice process means we need the right information now. So, here's our quick reference page, specially designed for Openwork advisers, to help you succeed. If you want a chat, our dedicated retirement specialist team is happy to talk to you.

Watch on demand: Transforming retirement income

Sign up to watch our dedicated Openwork videocast 'Transforming retirement income'. It's fast-paced and in under 15 minutes Martin Lines explores: 

  • crucial themes to consider for clients navigating the complexities of transitioning from accumulation to decumulation and their retirement plans.
  • how blending Secure Lifetime Income alongside any of the Openwork approved investment portfolios can help you provide the solutions.

Watch the full videocast now >

This guide explains how blending Secure Lifetime Income (SLI) with Openwork portfolios enhances retirement planning and income sustainability.

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This video will guide you through the process of creating a Secure Lifetime Income quote and making an online application via the 7IM platform.

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Some useful documents to help you and your clients get the most out of Secure Lifetime Income.

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Discover how this new guaranteed income producing asset could improve the outcomes you deliver for clients approaching or in-retirement using drawdown SIPP portfolios.

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Explore how a new guaranteed income producing asset could improve the outcomes you deliver for at or in-retirement clients. 

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Our Pension Annuity is designed to give your clients an income which is guaranteed for as long as they live. It’s unaffected by any future changes in interest rates or stock market values.

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Our document library will help you learn more about our products and services, and explain them to your clients. 

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Our event calendar is filled with useful CPD sessions. 

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Consumer Vulnerability in Later Life online training provided by Just, with content created by SOLLA.

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Explore our collection of videos that highlight important issues concerning the retirement market. 

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These tools and calculators will help you calculate how much income a client will need, how long for and explore alternative solutions.

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Contact our team

Steve Cutler
Integrated Distribution Director
01737 308867
Steve.Cutler@wearejust.co.uk

Peter Leach
Strategic Account Director
01737 308490
Peter.Leach@wearejust.co.uk

Steve Dent
Business Development Manager
01737  233112
Steve.Dent@wearejust.co.uk

Shane Nash
Business Development Manager
01737  233112
Shane.Nash@wearejust.co.uk

Neil Whyte
Business Development Manager
01737 827475
Neil.Whyte@wearejust.co.uk

Becky Partridge
Telephone Account Manager
01737 827972
Becky.Partridge@wearejust.co.uk

Mya D'Santos
Telephone Account Manager
01737 233020

Mya.DSantos@wearejust.co.uk

Greg Spencer
Business Development Manager
01737 827864
Greg.Spencer@wearejust.co.uk

Sara Burden
Business Development Manager
01737 233054
Sara.Burden@wearejust.co.uk

Tim Goodley
Business Development Manager
01737 827968
Tim.Goodley@wearejust.co.uk

Runa Boolaky
Sales Manager
Runa.Boolaky@wearejust.co.uk