Savings and retirement

Whether you’re looking to help clients save for a specific event, build a nest egg, or generate retirement income, our proposition can help them achieve their goals.

We offer a choice of two investment platforms - our own and Zurich’s. This is complemented by a fund range spread across two main categories:

  • around 140 recommendable funds, all individually approved by the Openwork Investment Committee and managed by a wide range of highly-rated external fund managers
  • our ‘own-label’ range selected on our behalf by our own fund management company, Omnis Investments Ltd

We also offer specialist off-platform products offered by globally-recognised providers like MetLife and Prudential.

You should not use past performance as a reliable indicator of future performance. It should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. You may not get back the amount you originally invested.

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