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Whatever your client’s retirement needs, our range of Embark self-invested pensions is designed to meet them. For clients that want access to straightforward, standard investments we have our Option SIPP. For a more bespoke solution, suitable for clients who require property expertise, greater diversity and wider investment flexibility, we have our Full SIPP.
If your client’s circumstances change, so can the type of SIPP, thereby accommodating differing investment requirements throughout an individual’s lifetime.
Our online application process will get your client’s SIPP open as quickly as possible. As the adviser, we do however require your firm to have Terms of Business in place before we can proceed.
We would be delighted to discuss our range of pension solutions with you, please contact our sales representatives who will be happy to help.
Please note this site is primarily for use by Advisers and customers in conjunction with their Adviser. The information and opinions provided are for guidance only and are not intended as investment advice. We recommended that you seek advice from a recognised investment professional before making any decision to invest in one of our products.
Option SIPP
An accessible, easy to understand and cost-effective personal pension. We’ve designed the Option SIPP to help simplify the complexity of pension investing; our Option SIPP gives your clients access to standard investments through our wide panel of DFMs, Stockbrokers and Platforms as well as with other directly held funds.
Full SIPP
Our most flexible SIPP offers the greatest choice for your clients to control their retirement savings, with access to property expertise and a wider range of investment opportunities.
Embark TPIA
If your client is looking to purchase funds, shares, bonds or other assets that can be held on a platform through a SIPP you can open up an Embark Third Party Investment Account (TPIA) using either the Option SIPP or the Full SIPP. Efficient and cost effective you can set up an account for your client without the need for any client signatures.
*Please note the TPIA costs will be charged in addition to the SIPP fees.
Embark Personal Pension
Is your client only looking to invest in assets that are held on a platform? Our online Embark Personal Pension may be right for your clients.
About Embark Group
Businesses within the 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. Download our corporate information pack.
£36.2bn↑
Assets under admin
360,000
Individual clients
430,000
Individual accounts
7
Locations nationwide
*All figures as at June 2022.