Join to Connect Embark platform. We love the ‘no wet signature’, it is highly efficient and a genuine value add technology.“, We welcome the launch of a good low cost solution to service mass market clients, with the option to access a full investment proposition when suitable for a client.“. Our emails are designed to be topical and engaging, however if you don’t like what we send, you can unsubscribe at any time. If you require to complete this declaration, or have any questions about this change please contact your financial adviser in the first instance, or you can email service@embarkgroup.co.uk or contact our Embark Service team on 0330 024 2345. "Embark's vision of a true paperless platform at an extremely competitive cost base in conjunction with BlackRock will be a challenge to the existing platform market." Embark will also gain the benefit of a highly skilled specialist team. Embark’s premises at West Marketgait, Dundee. For more information, tools and resources please visit our COVID-19 page. “The divestment will allow ii to focus on its single purpose: to serve the self-directed retail investor, and the increased scale means we can continue to invest in providing a class leading customer experience, excellent value and a wealth of impartial information to help customers make better-informed investment decisions.”, “FNZ is delighted to support our long-term strategic partner Embark in the continued growth of their business. This guide explains the charges for our services and how we apply them to your Alliance Trust Savings Account. Access important documents and materials for advisers, clients and discretionary managers. Here you will find useful information on the move and what it means for you, and any retail clients who have accounts with Stocktrade. In October 2019 Embark Group agreed to acquire the advised and partnership client books of Alliance Trust Savings (ATS) from interactive investor (II), for an undisclosed amount, further increasing Embark’s presence in the UK investment savings sector. Website design and development by Lyles Sutherland Limited. Embark is the right partner to take the advisory and partnership business forward, with Dundee remaining an important platform and employment centre. The acquisition will cement Embark’s position as one of the few long-term players in the UK retirement space able to offer a full range of capabilities suitable for all levels of client affluence and distribution channels. It follows a  recent material capital raise which included funding from new investors; BlackRock, Legg Mason and Merian Chrysalis. Embark Group has agreed in principle to acquire the adviser and partnership client Alliance Trust Savings (ATS) from Interactive Investor. Phil Smith, Embark Group Chief Executive, says: “This acquisition presents a perfect opportunity to accelerate our growth strategy by acquiring a book of platform assets with high SIPP penetration, as well as complementary distribution relationships. The transaction will bring >£6bn of Assets under Administration (AuA) along with 30,000 new clients to Embark, taking the total scale of the Embark Group to over £22bn AuA on behalf of over 180,000 consumer clients. Call our service team during business hours on 0330 024 2345 or please email us with your queries. Interested in the Embark platform? All figures as at March 2020. This included the Stocktrade service which is now provided by Embark. Your savings and investments previously invested on the Alliance Trust Savings (ATS) platform are now hosted on our market leading, easy-to-use, reliable platform technology. Stocktrade is a trading name of Embark Investment Services Limited (EISL) which is a wholly owned subsidiary of Embark Group, a company incorporated in England and Wales (company number 09955930). If you have advised (or previously advised) investments with Alliance Trust Savings (ATS) this affects you. Alliance Trust Advisers is their adviser platform offering which combines flexible flat fee charging with support tools and process efficiencies. Embark Group has today agreed in principle to acquire the advised and partnership client books of Alliance Trust Savings (ATS) from interactive investor (II), for an undisclosed amount, further increasing Embark’s presence in the UK investment savings sector. For more information, tools and resources please visit our COVID-19 page. Website design and development by Lyles Sutherland Limited. © 2021 Embark Group | All Rights Reserved. Whether you’re a skilled or completely new to online banking, our platforms give you the tools needed to take advantage of the foreign exchange market’s volatility. The idea is that you cover your own costs. Embark buys ATS's £6bn adviser & broking platform Embark has confirmed its acquisition of Alliance Trust Savings’ advised platform from interactive investor with 30,000 clients and £6 … who wish to move their pension Embark announced it had agreed to buy the adviser platform business of Alliance Trust Savings from Interactive Investor earlier this week (October 28). As part of this transaction we will be opening a permanent strategic operations centre in Dundee, strengthening our long-term 15 year commitment to Scotland as a key technology & operations centre for FNZ. This included the Stocktrade service which is now provided by Embark. Sign-up to our monthly newsletter, Embark Adviser, and receive more articles similar to this, covering a wide range of issues and topics relevant to financial advisers. Report this profile ... >Develop and adhere to Sales Plans and activity which are clearly aligned to overall business plan of Alliance Trust Savings Limited. The Scottish Government, Scottish Enterprise and Scottish Development International have been working closely with the company and will continue to provide support going forward.”. Company Registration number: 03578067. For an … As part of the transfer of your ATS SIPP to the Embark Personal Pension, the administrator of your account changed to Embark Investment Services Limited (EISL) and a new Trust Deed and Scheme Rules now applies to your Embark Personal Pension Account. For Professional Advisers only Key Account Manager at Embark platform Dundee, Scotland, United Kingdom 385 connections. Alliance Trust Savings deal takes Embark to £22bn Posted By: Mark McSherry October 29, 2019 Retirement and investment firm Embark Group has agreed in principle to acquire the advised and partnership client books of Dundee-based Alliance Trust Savings (ATS) from interactive investor (II) for an undisclosed amount. Platform and Sipp provider Embark has lined up a bid to buy the advised part of the Alliance Trust Savings platform By Jack Gilbert 12 Jul, 2019 17 Sipp and … Businesses in 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. Alliance Trust Savings Limited is registered in Scotland No. This field is for validation purposes and should be left unchanged. The Embark Alliance is informative to consumers about the passenger brand experience and aims to help cherish good memorable experiences during their on … EMBARK PLATFORM: CLIENT CHARGES GUIDE FOR RETAIL CLIENTS FROM ALLIANCE TRUST SAVINGS | 3 It follows Embark’s recent asset purchase of the advised and partnership assets of Alliance Trust Savings and will take the Embark Group to a pro-forma AUA of more than £33bn. The … 04 Nov Embark embarks on platform domination… Alliance Trust was saved from a fate worse than death when it was sold to Interactive Investor, a D2C platform, last year. Sign-up to our newsletter for regular insights, updates and event invites. The iconic Alliance Trust Savings building in Dundee is set to change hands as part of a major deal. We have over 70 customers using our Origo Transfer Service which equates to over 120 brands. Advance by Embark is a trading name of Sterling ISA Managers Limited, a company incorporated in England and Wales (company number 02395416). It is a good result for all concerned. Find out more about Origo Transfer Service >. This trend requires our clients to have access to high quality, technology-enabled investment solutions. We operate successfully in both the advised and institutional areas of the retirement market through our leading range of pension, wrap platform, research and consultancy services. Advance by Embark is a trading name of Sterling ISA Managers Limited, a company incorporated in England and Wales (company number 02395416). On 28 October 2019 interactive investor, agreed the sale of Alliance Trust Savings’ adviser and partnership business to Embark Group (Embark). Our partnership with Embark Group allows us to meet these evolving needs of our clients and their customers in this critically important UK market.“. The UK retail distribution landscape is evolving rapidly, with more individuals taking greater responsibility for their financial future and retirement needs. Plans are underway to move your Account (s) to the Embark platform. We expect this to create a wide range of opportunities for the existing employees of ATS, now Embark, and more generally in Dundee as the FNZ business continues to grow strongly. the Embark Junior Personal Pension, the Embark Individual Savings Account (ISA), the Embark Junior ISA (JISA), the Embark General Investment Account (GIA) and the Embark Third Party Investment Account (TPIA). Transfer of Business from Alliance Trust Savings to Embark Investment Services Ltd (Embark Platform) - Embark platform Embark Group continues to monitor the Coronavirus to support our clients and ensure the safety of our employees. This takes our group AuA to well in excess of £22bn and reinforces our position as one of the fastest growing disruptors in the UK investment savings and platform market. SC 98767, registered office, PO Box 164, 8 West Marketgait, Dundee DD1 9YP; is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, firm reference number 116115. ATS informed us that you made regular contributions to your ATS SIPP. On 28 October 2019 interactive investor agreed the sale of Alliance Trust Savings’ adviser and partnership business to Embark Group (Embark). Horizon multi-asset funds expand platform distribution as flows continue to grow, Embark recognised as one of the world’s leading WealthTech companies for third year in a row, Advice firms face some hard choices on future ecosystem. Our funds that were previously managed by Alliance Trust were 'sold' to Embark recently. *Figures are pro-forma and include the recent acquisitions of Alliance Trust Savings and Zurich businesses. Alliance Trust caters for every generation. Sterling ISA Managers Limited is authorised and regulated by the Financial Conduct Authority (Financial Services Register number 191278). Embark Group has acquired the advised and partnership client books of Alliance Trust Savings (ATS) from Interactive Investor (II). Charges here are for existing Alliance Trust Advisers customers that have moved to Embark. This will operate alongside our existing operations centres in Edinburgh and Brno (Czech Republic) to strengthen the Platform Service we provide to our European clients.”. Embark Investment Services Limited is authorised and regulated by the Financial Conduct Authority (Financial Services Register number 737356). JOHN SIMPSON, SMITH & PINCHING“, The approach taken by Embark is one which we believe will be increasingly important. I am delighted to welcome you to the Embark platform. I thought I would given them the benefit of the doubt. Richard McCambridge Chief Risk Officer at Embark Group Glasgow. Alliance Trust Savings 4 years Chief Executive Alliance Trust Savings Sep 2018 - Dec 2019 1 year 4 months ... Chief Executive, Embark Pensions at Embark Group Burley. Embark Group has reached an agreement in principle to buy the ATS advised and partnership businesses, representing £6bn, for an undisclosed sum. Please note: Origo Transfer Service can only be used by platforms, third-party administrators, providers, SIPP & SSAS providers and other organisations. Jamie Hepburn MSP, Minister for Business, Fair Work and Skills says: “Embark’s plans to retain the site in Dundee is good news for employees and for the economy of the city. Richard Wilson, Chief Executive Officer of interactive investor, says: “I am delighted with this outcome. As the scheme administrator has changed, we can no longer use the declarations you made to ATS about your eligibility to claim tax relief on the contributions to your pension and we need you to complete a new declaration, so that we can continue to claim tax relief on your behalf. Registered office: 100 Cannon Street, London, EC4N 6EU. When you invest through Alliance Trust Savings you can expect to pay two different types of charge. Days after the deal was revealed, Alliance Trust deputy chairman Gregor Stewart said the advised and partnership businesses had been a big pull for Interactive Investor. Ever since, the industry has been wondering whether Interactive Investor would move into the advised platform arena or stick to its knitting. Embark Group is a fast growing, diversified, financial services business and one of the largest retirement solutions providers in the UK. The ATS jobs have been protected which was a key consideration and I have no doubt they will take the business from strength to strength. It also offers an excellent opportunity to establish a centre for our operations and growth in Scotland, enabling us to access local talent and FinTech capabilities, assisted by cross-government support.”. We approve operators with our Embark Alliance check stamp to relay consumer confidence that safety measures and practices are currently in place. In October 2019 our owner, interactive investor, agreed the sale of our advised business to Embark. The former Alliance Trust building in West Marketgait has since become the headquarters for both Embark platform and the group. If you require to complete this declaration, or have any questions about this change please contact your financial adviser in the first instance, or you can email, Embark recognised as one of the world’s leading WealthTech companies for third year in a row, Embark appoints Sara Wilson as Head of Platform Proposition, Advice firms face some hard choices on future ecosystem. Origo Transfer Service cannot be used by Advisers or individuals. Embark Group confirmed it will continue to employ all of the staff it is inheriting at the office in Dundee where the Alliance Trust was founded. Embark Platform is a trading name of Embark Investment Services Limited (EISL) which is a wholly owned subsidiary of Embark Group, a company incorporated in England and Wales (company number 09955930). Alliance Trust Bank leads the pack when it comes to Banking. Embark Group Limited is a company incorporated in England and Wales and is the holding vehicle for all companies in the Group. We promise never to pass your details on to a third party. Alliance Trust Savings platform sold to Embark Group Terry Murden, Editor | October 28, 2019 Phil Smith: ‘perfect opportunity’ Interactive Investor, the UK retail investment platform, is selling the advised and partnership businesses of Dundee-based Alliance Trust Savings to Embark Group for an undisclosed amount. Embark will also gain the benefit of a highly skilled specialist team. Richard McCambridge. Embark Investment Services Limited is authorised and regulated by the Financial Conduct Authority (Financial Services Register number 737356). The acquisition was made an undisclosed amount, which will further increase Emark's UK presence in the investment savings sector. Website terms of use. Lines are open 9am to 5pm Monday to Friday. Embark Group has reached an agreement in principle to buy the ATS advised and partnership businesses, representing £6bn ($7.71bn, €6.96bn), for an undisclosed sum. We charge flat fees We charge flat fees for our Accounts and Services. Unfortunately the web site is not great and there is no app. The deal also includes the purchase of the Alliance Trust Savings building in Dundee, which will become Embark’s platform operation centre and Group headquarters, with platform service partner FNZ also occupying space in … Embark Group continues to monitor the Coronavirus to support our clients and ensure the safety of our employees. As a follower of Alliance Trust Savings (ATS), this is a quick note to let you know that this account is closing shortly following the migration of ATS assets to Embark Group in December 2020. The deal also includes the purchase of the Alliance Trust Savings building in Dundee, which will become Embark’s platform operation centre and Group headquarters, with platform service partner FNZ also occupying space in the building. Sterling ISA Managers Limited is authorised and regulated by the Financial Conduct Authority (Financial Services Register number 191278). Our global equity investment trust aims to deliver attractive capital growth to help you meet your future financial goals, and … It was purchased by Embark and is now accessed through Embark. The move to Embark took place over the weekend of 23 January 2021.