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Articles by Alistair Wilson, Head of Platform Strategy, Embark Platform

Alistair Wilson, Head of Platform Strategy, Embark Platform

Alistair has over 35 years’ experience in financial services; the majority of which has been spent servicing the adviser community. As Head of Platform Strategy at Embark he spends a lot of time engaging with advisers, journalists and financial commentators talking about all things platforms; as well as engaging with Embark’s propositional and marketing teams, whilst continuing to represent the Business on a number of trade bodies.

It’s national "something" day

By Alistair Wilson, Head of Platform Strategy, Embark Platform

Embark Adviser newsletter

It’s never just a Monday, a mere Tuesday or plain old Wednesday; it’s bound to be a national ‘something’ day too. Recently it was Pensions Awareness Day, which came with confirmation that the minimum pension age will be shifted from 55 to 57 from 2028.

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Where should platforms come in a CRP checklist?

By Alistair Wilson, Head of Platform Strategy, Embark Platform

Embark Group news, General news

There is no FCA requirement to have a formal CIP or a CRP, so this may or may not come as a surprise. How will your platform support your proposition?

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