This website is for existing Advance by Embark advisers only. To write new business, please visit the Scottish Widows Platform website.

Insights

Our latest research, thought leadership, and insights, including the Embark Investor Confidence Barometer. You can also sign up to receive the best adviser content via our monthly Embark Adviser newsletter.

Our thinking

Embark Investor Confidence Barometer

Exclusive to Embark: Our biannual survey of investor confidence, and the only place advisers can compare the views of peers, advised investors and unadvised investors.

Managing investment risk in volatile markets

A short series on managing investment risk in volatile markets. It includes articles, insights and tips to help you keep clients educated and informed.

The Insider guide to drawdown

Approaches to drawdown are many, reflecting a wealth of possible strategies and a range of client needs. Here, we interview five adviser firms to get their insights on how they approach drawdown.

Paraplanner Survey Report

The Embark Paraplanner Survey provides a temperature check on the health of professional paraplanning and its importance to the broader financial advice industry.

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Sign up to our monthly newsletter, Embark Adviser, for first-rate analysis and opinion on all matters affecting financial advisers. You can unsubscribe at any time, and we promise never to pass your details to a third party.

Webinars

Missed one of our webinars?  View our latest presentations on a range of topics, from the future of the advice industry to investment outlooks.

Revealed: The advice firm ecosystem of the future

This webinar takes a look at what the adviser firm ecosystem of 2025 will look like, and how firms can get there.

Latest insights from the team behind the Horizon Multi-Asset funds

Embark Investments and Columbia Threadneedle Investments discuss what took place during the 4th quarter of 2021 and provide some insights to share with clients.

The three key challenges facing today’s investors

Advisers and other industry experts discuss the three key challenges facing investors today (hosted by Professional Adviser).

New Episode: You are a Vulnerable Customer - you just don't know it

The latest topics in fintech – Discussed. Debated. Downloadable.

Our Podcast: a show that looks to bring together thought leaders, finance professionals and commentators to discuss – and debate – hot topics within the FinTech industry. Hosted by Roger Hearing.