The Openwork Partnership

We work closely with The Openwork Partnership and its investment arm, Omnis Investments, to support a wide range of marketing and client communications. Our work spans both monthly investment updates and a broader programme of financial planning content, all aligned with Consumer Duty to ensure clarity, relevance and accessibility.

Each month, we help Omnis produce flagship investment communications, including market updates, portfolio strategy summaries and fund-specific commentaries. These materials are designed to help financial advisers explain shifting conditions to clients and demonstrate how portfolios are being actively managed in response.

Alongside these technical updates, we’ve created a series of fund focus pieces that bring fund strategies to life, combining manager interviews, economic context and storytelling to help clients understand where and how their money is being invested.

For The Openwork Partnership, we’ve developed a rich library of financial planning content to support adviser conversations across all life stages. From retirement planning to behavioural finance, tax-efficient investing to key life milestones, our materials are tailored to help clients make informed decisions, improve financial resilience and engage more confidently with their plan.

We also regularly contribute to marketing brochures and service explainers – covering topics such as model portfolios, risk profiling and advice journeys – ensuring messages are consistent, compelling and compliant.

Whether we’re writing detailed investment commentary or crafting co-branded talking points for advisers to share with clients, our focus is always on producing content that meets the highest standards of clarity, suitability and impact. Our ongoing work with Openwork helps them deliver on Consumer Duty, providing timely, easy-to-understand content that supports informed decisions and builds long-term trust.