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Digital investment savings and retirement solutions.

With distribution spanning financial advice, robo-advice, retail banking, wealth management and workplace savings.

Due diligence guide

Embark Group is a fast growing, diversified, financial services business and one of the largest retirement solutions providers in the UK. We operate successfully in both the advised and institutional areas of the retirement market through our leading range of pension, wrap platform, research and consultancy services.

Watch Embark Group’s CEO, Phil Smith, talk about the recent completion of Embark’s acquisitions of the Zurich Retail Wealth Platform and Horizon Fund Management businesses.

Embark set out to disrupt the UK investment savings market through technology, straight through processing, technical excellence in retirement wrappers and the ability to deliver multi-channel savings services to the Robo-Advice, Banking, Wealth Management and Workplace markets.

Advance by Embark Platform, a technology led, long-term retirement solutions provider for financial advisers and their clients

We offer comprehensive platform functionality, with focus on simplicity, efficiency and value to help you run your business more proficiently. We are committed to:

  • Safe and secure, we are independent with impressive institutional backing, well capitalized with strong buying power and an AKG rating of “strong”.
  • Being retirement specialists solely focused on the adviser market, we are totally committed to the adviser market with no direct-to-client proposition to distract us. With more than 40 years pensions experience, we use our expertise and agility to deliver pioneering market-leading products and service.
  • Continually investing in technology to deliver easy to use adviser solutions, we are continually evolving market-leading technology to seamlessly improve your experience. Our straight-through processing and high levels of automation reduce time and risk for the adviser and end client.
  • Enabling advisers to serve their clients as efficiently as possible, our Wealth Solutions enable end-to-end digital processes backed by personal service and market-leading support, helping you to profitably service clients.
Visit Advance Platform

“Platform selection isn’t all about price, however at most pricing points Embark’s pricing is around half the market rate. Not just a few basis points. Half the market rate.”

MIKE BARRETT,
THE LANG CAT

“We love the ‘no wet signature’, it is highly efficient and a genuine value add technology.”

JONATHAN BRIGGS,
LOVEDAY & PARTNERS

We are the Embark Group.

Businesses in Embark Group have been established in the retirement market for more than 40 years and have a long history of working closely with intermediary distribution partners and high net worth clients.

£34.6bn↑

Assets under admin

100%

Independent

402,000

Individual clients

9

Locations nationwide

*Figures are pro-forma and include the recent acquisition of Alliance Trust Savings. All figures as at 1 July 2020.

Due diligence, made simple.

Whether you are a prospective client, service provider or team member, you will want to know as much about us as possible.
Thankfully, we’re an open book!

Due diligence guide