We’ve created a tool to provide our advisers and clients with a quick and simple reference guide for the wide range of investment types that we allow.
Our dedicated property team are experts in dealing with property acquisitions via a pension scheme and in holding property within a scheme. They oversee an extensive portfolio of properties.
Whatever your client’s retirement needs, our range of Embark self-invested pensions are designed to meet them, with low entry costs for straightforward investments, through to a more bespoke solution for clients that require property expertise, greater diversity and wider investment flexibility.
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. We do require to have Terms of Business in place with your firm.
We would be delighted to discuss our range of pension solutions with you, please contact one of 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.
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.
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.
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.
If your client is only looking to invest in assets that are held on a platform? Our online Embark Personal Pension may be right for your clients.
Understanding what can and cannot be invested in a self-invested pension and how those investments are treated isn’t always clear. That’s why we’ve created this tool to provide our advisers and clients with a quick and simple reference guide for the wide range of investment types that we allow.
Assets under admin
*All figures as at 1 February 2021.
Through my experiences I have found the Embark Pensions team very efficient and reliable. They offer an excellent personal service to their clients. I already have and will continue to recommend them to other advisers.
I started using the Option SIPP last year to keep my pension costs low. The service has been 5 STAR. I now have the flexibility to buy shares and commercial property. The transfer was quick and hassle free.
The Option SIPP accepts a broad range of investments that simple, off-the-shelf SIPP providers would not be able to handle properly. Even people working at the funds I’ve invested say how helpful they’ve been.
I am transferring my SIPP to Embark Pensions where the charges are explicit, clear and not bundled or subject to increases without explanation. The team are very personal and efficient and a pleasure to deal with.