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For Professional Advisers only

Insights

Importance of retirement planning

Many people make investments with an eye on the prize of a comfortable retirement. With an ageing population and diverse client needs, with Embark’s help it’s a business opportunity to make the most of it.

Visit our retirement planning page

Technical corner

Here you will find access to documents and tools to support you with some complex and technical aspects of investing.

Visit our Technical corner

The Markets in Financial Instruments Directive II (MiFID II)

Following the introduction of MiFiD II you may have a number of questions about how it affects the Advance Platform, therefore, we have tried to answer some of the most common queries.

View our MiFID II Q&As

Embark Adviser insights

The latest articles covering a wide range of issues and topics relevant to financial advisers. Articles are written by contributors from Embark’s businesses as well as other partners and providers and are not promotional or sponsored.

View Embark Group's latest insights

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TAX WRAPPERS

Choose from a comprehensive range to meet your clients’ needs.

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PROTECTING YOUR CLIENTS’ PORTFOLIO

The addition of Accidental Death Cover, provided by Zurich Assurance Limited, could help give your clients added peace of mind.

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TRUSTS

As the UK demographic changes, a greater proportion of private wealth is held by those clients approaching or at retirement.

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PLATFORM UPDATES

From launching new products to making changes to support you through the most recent regulatory change.

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OUR PLATFORM TOOLS

Access to a range of independent tools from EV and Financial Express.

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EXPERT GUIDANCE IN FUND SELECTION

Let our impartial fund research specialists help you assess and select the right funds for your client.

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