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Embark Paraplanner Survey Report

We reveal the four key themes from our survey of 332 paraplanners.

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The insider guide to drawdown

5 unfiltered adviser interviews on delivering client outcomes.

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Embark Confidence Barometer 3

Our bi-annual survey of advisers and investors returns; with more insights on wealth management, robo-advice, ESG and more.

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Lloyds completes acquisition of Embark Group

This marks the start of a new chapter for Embark, as we continue to accelerate our position, with further investment and support from Lloyds.

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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.

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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.

In January 2022, Embark Group became part of the Lloyds Banking Group. Watch our latest video from Group CEO Jackie Leiper, on what being part of Lloyds Banking Group means for Embark and our partners and clients.

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, 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.

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About Embark Group

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

£36.2bn↑

Assets under admin

360,000

Individual clients

430,000

Individual accounts

7

Locations nationwide

*All figures as at June 2022.

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“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

As a prospective client, service provider or employee, you will want to know as much about us as possible.

Due diligence guide

We are the Embark Group

At Embark Group we are committed to advancing the UK retirement market through technology, enabling our partners to provide affordable retirement solutions and improve the quality of retirement for every UK consumer, regardless of affluence. We are pleased to introduce you to the range of services we offer to support you, your business and your clients.

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