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latest insights from Rowanmoor.

Time to put SSASs back on the table

By Andrew Phipps

Embark Adviser

SSASs can provide a neat solution for a large pool of potential clients, and yet relatively few people outside the pension industry know about them. Why is that? Suitable for both small businesses and groups of directors at larger organisations, SSASs allow clients to address business financing and pension requirements in one; however, advisory support in selecting the right one is crucial.

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Pension contributions deadline for the 2019/20 tax year

By Katy Clark

General news

Deadlines for contributions and benefit payments for the 2019/2020 tax year.

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Embark Employee Awards 2019

By Suraj Shah

General news

Our Employee Awards highlights the standout excellence in management, innovation, customer service and generally going the above and beyond that we have seen over the past year.

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Investment opportunities events in December

By Suraj Shah

Embark Adviser

Rowanmoor and Brewin Dolphin are hosting three investment opportunities events in December. These are designed for financial advisers and are free to attend.

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

By Suraj Shah

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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Rowanmoor Highly Commended for Best SSAS at ILP Moneyfacts Awards

By Suraj Shah

Press Release

We’re very proud to have been Highly Commended in the Best SSAS Provider category at the ILP Moneyfacts Awards last night, 19 September. We were also nominated in the Best SIPP Provider and Best Pension Service categories.

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