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Our services

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.

For financial advisers

INVESTMENT PLATFORM

Advance by Embark platform is a digital solution supporting advisers who are delivering services to clients seeking to build their financial security for retirement.

For those enjoying retirement, it offers a wide range of income solutions, giving them added flexibility and control. Built on proven FNZ technology, the platform provides advisers with easy to use online access to over one hundred fund managers and thousands of mutual funds, UK listed stocks and shares and Exchange Traded Assets. It also offers a wide range of tax wrappers including ISAs and Retirement Accounts, both available for juniors and Investment Accounts.


MULTI-ASSET FUNDS

Embark Investments offers five multi-asset actively managed portfolios designed to align with investors’ chosen risk profile.

We apply a unique 3-layer management process to our funds; Embark Investments as the specialist Authorised Corporate Director (ACD) set the investment strategy and oversees the use of strategic asset allocation models provided by EV and active investment management by Columbia Threadneedle Investments to deliver long-term returns for a broad range of investors.

With a strong long-term performance track record the Horizon portfolios have gained wide industry recognition including Defaqto 5 diamond award, FE Crown, Square Mile Recommended and other ratings and awards.

Our funds are widely available on a number of established platforms including Embark Platform and Advance by Embark.


SELF-INVESTED PERSONAL PENSIONS

Our Option SIPP offers access to a practical, low cost fixed fee SIPP with the ability to illustrate, apply and manage the product online. Our Full SIPP offers a more bespoke solution for clients that require property expertise, greater diversity and wider investment flexibility. And as client’s investments needs change, so can our SIPPs by adapting to differing investment requirements throughout an individual’s lifetime. With a highly experienced servicing team and access to full flexible drawdown options our SIPP proposition is designed to meet your clients changing needs throughout their lifetime,with a high quality service to match.


INDEPENDENT FUND RESEARCH

The Adviser Centre is a free to use online fund research and consultancy service with analysis and information on actively-managed funds from the whole of the market. It is dedicated to supporting financial advisers in their fund selection work, providing a ‘recommended’ fund list, featuring funds that have been selected for their quality, their utility and their value for money helping them to assess investment suitability.

A single-page factsheet is available for each featured fund, incorporating factual information together with the team’s clearly articulated opinion on the fund, an explanation of its characteristics and suggestions on how it can be utilised in clients’ portfolios.

For corporates and financial institutions

INVESTMENT PLATFORM

Through our Embark Platform proposition we offer best-in-class technology and reliability providing a simple and straightforward solution. We offer an advanced UI that can be white labelled and potentially bespoke to your target market. Alternatively, we can provide seamless integration with the platform through our APIs, and area in which we have deep experience.

We offer comprehensive support from the outset, including relationship management, business analysts, the Embark development team plus regular management
committee meetings.


WHITE LABEL SIPPs

Systems have vastly improved, reducing the average costs for a SIPP and increasing their appeal to a wider audience. This makes them an attractive option for an investment company looking to offer their clients additional services and increase their assets under management.

However, setting up a new SIPP scheme isn’t easy. It can be extremely expensive, time consuming and risky. So that’s where we come in.

You can jump on the back of our SIPP by creating a badged version to offer your clients. This means, you do what you do best, and we take care of the rest.

White Label Enquiries: Matthew Rankine, Corporate Sales Director.


EXECUTION ONLY TRADING SERVICE

The Stocktrade business provides corporate dealing services to large companies, investment platforms and building societies, including some of the top FTSE100 companies. Working with quoted companies, discretionary fund managers, life companies, platforms, SIPP providers, and buildings societies, Stocktrade offer execution-only trading services from pension administration and bulk dealing linked to maturing share schemes through to telephone and online dealing access for employees, advisers and shareholders.

For small to medium enterprises (SMEs)

WORKPLACE SAVINGS AND BENEFITS

Vested provides benefit technology and advisory services to help businesses of all sizes re-energise their approach to employee benefits with better control, diverse benefit choice and increased employee engagement.

Delivering workplace savings and benefit solutions digitally and with a personal touch, our team of experienced professionals provide practical technology solutions and advice in relation to reward. We also assist businesses to re-evaluate their benefits strategy and ensure it meets the needs of their business and employees in an evolving working environment.