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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.
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
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.
Investment tool
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.
About Embark Group
We have over 40 years of expertise in pensions across the Embark Group and have an AKG Financial strength Rating of B+ very strong. Download our corporate information pack.
£40.8bn↑
Assets under admin
100%
Independent
425,000
Individual clients
8
Locations nationwide
*All figures as at July 2021.