Cookie Settings

It’s back! Embark Investor Confidence Barometer returns

With more stunning insights for advisers, on investment and retirement confidence, robo-advice, ESG, charging, and more.

Find out more

Embark announces sale to Lloyds Banking Group

Embark Group has announced its sale to Lloyds Banking Group, subject to regulatory approval.

Read more

Digital investment savings and retirement solutions

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

Due diligence guide

Adviser Gateway – less time searching, more time advising

It should be easy to find what you need. Our new Adviser Gateway provides access to the best of our adviser resources from a single hub.

Visit Adviser Gateway

Managing investment risk in volatile markets

Introducing our managing investment risk hub including articles, client aids, webinars, and more for professional financial advisers.

Read more

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, multi-asset funds, research and consultancy services.

Watch our video as Embark Group CEO Phil Smith introduces who the Embark Group are and gives a brief overview from the past year.

In July 2021, it was announced that Embark Group has been sold to Lloyds Banking Group, subject to regulatory approval. Rowanmoor will remain as standalone businesses.

We are the Embark Group

 - image
 - image
 - image
 - image

Embark set out to disrupt the UK investment savings market through technology, processing capabilities, technical excellence in retirement wrappers and the ability to deliver multi-channel savings services to the Robo-Advice, Banking and Wealth Management markets. By combining the acquisitions of a range of specialist businesses with new solutions built using the latest digital technology, Embark provides a unique combination of deep pension expertise and leading technology integration that covers the areas of Investment Platform, SIPP, SSAS, Multi-Asset Funds, Fund Research and Employee Benefits.

A broad range of award-winning services

Advance by Embark – A platform by experts, for experts

Comprehensive platform functionality, with a focus on simplicity, efficiency and value to help you run your business more proficiently. All round solutions with unquestionable support.

About Embark Group

Embark Group is a fast growing, diversified, financial services business. Download our Group Due Diligence guide for more information.


Assets under admin


Individual clients


Individual accounts


Locations nationwide

*All figures as at October 2021.

Backed by market leading institutional investors

 - image
 - image
 - image

“Embark has quietly gone about its strategy of snapping up SIPP and platform businesses and quality research houses. The Group is now rapidly gathering assets from its target adviser market where it focuses on simplicity and efficiency rather than offering every bell and whistle. Very much a case of knowing your audience and focusing ruthlessly on delivering to them – rather than getting caught up in a race to offer every shiny new tool.”


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!

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.