Responsible activities

The Openwork Partnership

Responsible activities

The Openwork Partnership

At The Openwork Partnership, of which Omnis Investments and 2plan wealth management are a part, our vision is to be the leading financial advice company in the UK by delivering better outcomes for more clients.

At the heart of our business there are over 4,300 financial advisers based in more than 700 firms and supported by 630 colleagues in our central teams.

Over the next few pages you can see some of the initiatives that align our partnership’s activities with our responsible investing credentials.

Limiting our impact on climate change and the environment

2022 focus: Our Corporate Social Responsibility Action Group’s 2022 focus will be on environmental issues, particularly climate change.
Smarter travel: Our ‘flexible working’ policy allows colleagues to work from home, and when they do travel, our ‘Cycle To Work’ scheme and electric charging points at our Swindon office encourage more eco-conscious travel.
Smarter offices: The buildings we occupy in both Swindon and London perform exceptionally well on energy efficiency measures, and we are constantly improving our recycling, composting, and supply sourcing practices. We have undertaken a ‘rewilding’ project in the grounds of our Swindon office.
Environmental initiatives: We are part of the ‘Plant a Tree’ initiative launched by Zurich. Since 2020, The Openwork Partnership helped plant over 60,000 trees on behalf of their clients. That’s the equivalent of planting 24 football pitches’ worth of new forest.
Carbon neutral goal: We measure and report on our carbon footprint – we are committed to an ambitious target of becoming carbon neutral by 2030 at the latest.

Further details of Openwork’s approach to caring for our environment can be found here.

Supporting our colleagues

Better mental health & wellbeing: We have initiatives to support colleagues with mental health and wellbeing, including regular surveys to identify those who need more help, online classes for Pilates and yoga, free subscriptions to the premium wellbeing/mindfulness app CALM, as well as online social events and a team of trained Mental Health First Aiders. Our reward package includes access to an Employee Advice Programme, providing counselling in confidence with an external provider.
Diversity: We have a colleague Inclusion Action Group, which is helping us to enhance our Diversity and Inclusion strategy. Members have taken part in various initiatives such as ‘Join the Conversation’ videos and 'Black History Month' education events. ‘Count Yourself In’ was a new addition to encourage colleagues to get involved and share their protected characteristics so we can better understand and improve the diversity within Openwork. We are signatories for the 'Women in Finance Charter', Winners of the PIMFA Best Approach to Wellbeing award, and Swindon Carers Award accredited.

Supporting our communities

The Openwork Foundation was launched in 1981 to support disadvantaged people in the UK and overseas and has donated over £21.4 million to good causes since it stated. It is funded and supported by colleagues, Partners and financial advisers of The Openwork Partnership across the UK. We fundraise through regular donations, fundraising challenges and social events.