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In 2016 Rowanmoor was acquired by Embark Group, a privately owned entity with deep and proven pensions expertise, and a strong track record of applying the very latest technology. Year-on-year investment and their supporting infrastructure enables us to continue to rapidly scale our operations. The sustainability of our business is further evidenced by Rowanmoor’s strong AKG Financial Strength Rating of ‘B’. Our pensions capability, in numbers:
experts in member-directed pensions.
what we do.
We are one of the UK’s largest independent self-invested personal pension providers, responsible for around £4.3bn on behalf of around 14,000 investors. Our in-house expertise spans all aspects of pension provision, from scheme administration to accountancy, technical, actuarial and investments. We also oversee more than 8,000 physical property arrangements in the UK and abroad.
We’ve been providing pensions since 1979 to help high net worth individuals, families and business owner-managers achieve their personal and professional goals. Schemes range from the simple to the most sophisticated, including SIPP, Family Pension Trust and SSAS. Clients retain full investment control and can switch from simple to complex as their needs evolve.
Rowanmoor Personal Pensions Limited (RPPL) is the scheme Administrator and Operator for Rowanmoor SIPPs and Family Pension Trusts. RPPL is authorised and regulated by the Financial Conduct Authority (Financial Services Register number 458260). Rowanmoor Executive Pensions Limited is the scheme Administrator for SSASs.
View all products and servicesstrength, sustainability and scale.
11 YRS
BEST SSAS PROVIDER ILP MONEYFACTS AWARDS (2008 - 2018)
1979
WHEN THE ROWANMOOR BUSINESS BEGAN
56,000
PENSION CLIENTS ACROSS THE EMBARK GROUP
200%
SSAS SCHEMES vs. NEAREST COMPETITOR
Rowanmoor's client facing team.
Our sales and consultancy teams provide dedicated support from regional offices across the UK.
Nathan Bridgeman
MD - Group Distribution
Nathan leads the National Sales Team for the Embark Group. His core focus is on bespoke SIPPs and SSASs.
07525 950 568
Matthew Robinson
Regional Sales Director
Matthew brings a wealth of experience in member-directed pensions and pensions technical knowledge.
07841 672 636
Alan Godbeer
Regional Sales Director
Alan is widely known for his technical pensions expertise and experience delivering pension consultancy services.
07894 607 917
Mark Randell
Regional Sales Director
Mark is an adviser consultant and has a wealth of experience in member-directed pensions.
07515 975 676
James Cannon
Regional Sales Manager
James is a technical expert and brings a deep knowledge of self-directed pensions.
07771 648 297
Caroline Brierley
Principal Technical Adviser
Caroline joined Rowanmoor, working in the SSAS division, in 2002 before moving on to a senior role at an actuarial consultancy and trustee company in Manchester. Caroline re-joined Rowanmoor in 2007 as Senior Technical Adviser and was promoted to Principal Technical Adviser in 2011.
Iain Calder
Principal Technical Adviser
Iain has in excess of 20 years of experience in dealing with self-administered pension schemes. He joined in 1995 as a Senior Administrator and was responsible for the administration of a portfolio of schemes before joining the Technical Team in 1998. He is now a Principal Technical Adviser dealing with staff training, the acceptance of investments and also legislative and other changes introduced by HMRC.
proud to be part of the Embark Group.
Established in 2013, Embark Group is the holding company for a range of UK based financial services businesses. Learn about our vision, the brands in our stable and what it’s like to work with us. Need more detail? Use the link below to request your copy of the Embark due diligence guide for an in-depth look at the Group.
Due diligence guide