To get started right away, access our illustration wizard and application form by logging onto our Adviser portal.
An accessible, easy to understand and cost effective personal pension. Saving for retirement is personal. We’ve designed the Option SIPP to give clients the ultimate flexibility when managing their retirement savings.
No hidden charges or time costed fees. Our calculator will allow you to see the upfront charges, along with the fees in subsequent years.
An Option SIPP can be set-up online, within just 10 minutes. All anti-money laundering checks are undertaken by our partners, GB Group.
The Option SIPP can be designed to suit a client’s individual circumstances, with the freedom to adapt to their changing needs or objectives.
We are part of the Embark Group. In January 2022, Embark became part of Lloyds Banking Group.
The Option SIPP offers great value for money, with no hidden fees or charges. Our fee calculator shows what the client will pay.
Calculate feesA wide range of investments can be held in the Option SIPP. You can use a platform, stockbroker or discretionary manager.
View investmentsLearn how to register to work with us, the process for signing-up clients and using our Adviser Portal. There’s also a helpful Q&A.
Get startedCalculations are based on transferring £250,000 from one existing pension scheme and investing with a discretionary fund manager (DFM). The fees used in this example are exclusive of VAT.
Option SIPP
£ 240 in the first year
* Charged annually in advance
AJ Bell
£ 440 in the first year
** £65 per quarter for fund values over £200k
Curtis Banks
£ 386 in the first year
* Charged annually in advance
Fees can be a murky area. Our fee calculator gives absolute clarity on the fees that apply for the Option SIPP.
For details of our banking partners and interest rates, please see banking information.
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.