The Openwork Partnership
WELCOME TO UTMOST WEALTH SOLUTIONS
WE’RE PROUD TO BE WORKING IN PARTNERSHIP WITH THE OPENWORK PARTNERSHIP AND PROVIDE ITS ADVISERS WITH OUR LATEST UPDATES AND TECHNICAL EXPERTISE.
Utmost International Isle of Man Limited, part of the Utmost Wealth Solutions brand, is an international bond provider based in the Isle of Man, offering products designed to support UK based investors. Through Utmost International Isle of Man Limited, you can help your clients invest in an established, tax-efficient jurisdiction. So, whether they want to preserve their wealth, or pass it on to future generations – we offer products that aim to make a wealth of difference.
We specialise in life assurance and capital redemption bonds for high net worth UK residents. As at June 2022 Utmost Wealth Solutions had approximately £52bn assets under administration.
OUR DISTRIBUTION TEAM IS HERE TO PROVIDE THEIR KNOWLEDGE AND EXPERTISE TO HELP WITH YOUR CLIENTS NEEDS
To find out who can help you in your region, please click here to see our distribution map.
OUR WELCOME TEAM
A dedicated team to help you with:
- Application form completion
- Source of wealth assessment
- Knowing your customer requirements
- Technical and investment support
- Illustration production
To ensure that your illustrations are accurate and already contain the relevant Zurich platform details, our Welcome team have created an illustrations pro-forma specific for The Openwork Partnership advisers.
To download the pro-forma please click here.
To ensure that your illustrations are accurate, please ensure that the pro-forma is completed and submitted with each illustration request.
NEW BUSINESS PROCESS FOR THE OPENWORK PARTNERSHIP
Click the button to download the new business process document. This document is to aid financial advisers who are establishing a client’s portfolio bond with Utmost International Isle of Man Limited and are placing the linked investments on the Advance by Embark Platform.
FIND OUT MORE
We want to establish mutually beneficial relationships. Find out more about who we are, what we do and how we do it.
Our products are built with choice and flexibility in mind.
TRUSTS & TRUSTEE SERVICES
Help your clients manage and pass on wealth to their families. Our trusts could play an important role in your clients’ UK inheritance tax (IHT) planning.
A flexible investment bond that can be adapted to meet your clients’ changing needs throughout their lives.
ESTATE PLANNING BOND
A bond and a discounted gift trust to help your clients invest for their families – it could reduce their inheritance tax bill while also letting them take an income.