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 December 2023 Utmost Wealth Solutions had approximately £57.2bn 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
The ethos of the Welcome team is to ensure that the right people with the right skills and knowledge are on hand to issue business as quickly as possible. Working to fully understand each case, the Welcome team will assess and agree in advance any specific requirements. This means even very technical or complicated cases can be handled more efficiently by parties that know what is required.
We’re here to help with:
- Application form completion
- Source of wealth assessment
- Knowing your customer requirements
- Technical and investment support
- Illustration production.
Get in touch with us on 01624 653 251
[email protected]
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 Scottish Widows 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.
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.
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.