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News and insights

Below you will find our latest articles on issues affecting financial services, as well as news from the Embark Group and our businesses.

Specifically for financial advisers, you can also keep up-to-date by joining our mailing list to receive our monthly newsletter, Embark News. Covering a wide range of issues and topics relevant to financial advisers, articles are written by contributors from Embark’s businesses, as well as other partners and providers.

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Just Group plc migrates personal pension platform to Embark Group, in drive towards efficiency and better investment outcomes

By Suraj Shah

News

Embark and Just Group have successfully migrated a portfolio of drawdown customers from Just’s Flexible Personal Pension to the Embark Platform Personal Pension.

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Embark makes new c-suite hire for future platform business

By Suraj Shah

News

Embark announces the appointment of Phillip Bungey to the proposed future leadership team for their Advance platform business (currently Zurich Sterling ISA Managers Limited) effective 1st December 2019.

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Franklin Templeton to take material stake in Embark Group

By Suraj Shah

News

The Embark Group announces that Franklin Templeton has committed to acquiring a material stake in the Embark Group, joining existing long-term institutional investors BlackRock, Legg Mason and FNZ, as well as the Merian Chrysalis fund.

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Embark to acquire Zurich Retail Investment Platform and Zurich Investment Services

By Suraj Shah

News

Embark Group has agreed to acquire Zurich’s Investment and Retail Platform business and its Authorised Corporate Director and Investment Management business, as it further increases its presence in the UK investment savings sector.

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Taper challenges bring advice opportunities

By Matthew Rankine

Embark News

Even with all the noise of a general election, the tapered annual allowance continues to make the headlines, presenting advisers with a significant opportunity to make the case for pension planning.

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How likely is a global recession?

By Charles Hepworth

Embark News

Economic indicators suggest a global recession is unlikely, and any resolution of the China-US trade war could provide further relief, says GAM Investments’ Charles Hepworth. However he believes the UK could be moving closer to recession territory.

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