Embark Group is a fast growing, diversified, financial services business. Download our Group Due Diligence guide for more information.
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 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
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
£40.8bn↑
Assets under admin
100%
Independent
425,000
Individual clients
8
Locations nationwide
*All figures as at July 2021.
Backed by market leading institutional investors
“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.”
MIKE BARRETT, THE LANG CAT
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.
