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Insights

Working with vulnerable clients

By Sara Wilson

Embark Adviser newsletter

Missing the signs that a client might be vulnerable isn’t something any adviser wants, and with the FCA recently closing a consultation on the fair treatment of vulnerable clients it’s an issue of sharpening regulatory focus too.

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Just Group plc migrates personal pension platform to Embark Group, in drive towards efficiency and better investment outcomes

By Suraj Shah, Embark Group

Press Release

Embark and Just Group have successfully migrated a portfolio of drawdown customers from Just’s Flexible Personal Pension to the Embark Platform Personal Pension.

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Embark to acquire Zurich Retail Investment Platform and Zurich Investment Services

By Suraj Shah, Embark Group

Press Release

Embark Group has agreed to acquire Zurich’s Investment and Retail Platform business and its Authorised Corporate Director and Investment Management business, as it further increases its presence in the UK investment savings sector.

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Getting to grips with SMCR

By Sara Wilson

Embark Adviser newsletter

The Senior Managers and Certification Regime (SMCR) takes effect for FCA Solo Regulated Firms later this year, including advisers, and its reforms are wide-ranging.

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Embark agrees to acquire the Adviser and Partnership businesses of Alliance Trust Savings

By Suraj Shah, Embark Group

Press Release

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.

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Suspension of the LF Woodford Equity Income Fund

By Aimee Petts

Press Release

As you no doubt would have heard, dealing in shares in the LF Woodford Equity Income Fund (a sub-fund of LF Woodford Investment Fund, an Investment Company with Variable Capital) (the “Fund”) have been suspended until further notice.

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