Leanne Orchardson

Embark Platform

Embark Platform is a low-cost retirement-focused platform for financial advisers built on cutting edge and market leading FNZ technology. In September 2014 we commenced our partnership with leading global technology provider, FNZ. This relationship helped us to digitise our services and support our operations. Our first white-label pension launched in January 2015 for Nutmeg, the digital wealth manager. In February 2016, through acquisition, we obtained wrap platform capabilities. In November 2017 we launched the Embark platform - a low-cost and genuinely digital platform - to financial advisers, enabling them to deliver pension and investment services to the mass market. Embark platform offers: • Around 5,000 mutual funds • Listed securities and investment trusts • Around 3,000 exchange-traded investments • We offer a wide range of model portfolios from recognised discretionary investment managers Embark platform sits within the Embark Group, one of the largest retirement savings providers in the UK. Our parent company Embark Group vital statistics: • Employs 600+ people • Seven offices located around the UK • £32.6bn+ assets under administration • c360,000 individual clients • Majority of our subsidiaries have an AKG rating of B+ (very strong) • We are a multi-award winning business • £ multi-million year-on-year capital investment strategy • Commitment to professional excellence across our people • Blue chip management and non-executive team • £35m Professional Indemnity (PI) Cover & cyber over the past 10 years. *All figures as at June 2022