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Wealthify partners with Embark Group to deliver new pension product

By Suraj Shah

Press Release

Mar 03, 2020

Wealthify, the online investment platform, has today successfully launched a new, fully digital Self-Invested Personal Pension, with Embark Group (“Embark”) providing the technology and retirement solution to power it.

This partnership is another step forward for the UK’s savings and retirement sector, giving individuals greater flexibility, transparency and control over their pensions than traditional providers.

Supported by industry-leading technology and award-winning investment expertise, the new Wealthify pension lets customers choose their level of risk, alongside an ethical option if preferred. Wealthify then builds and manages their pension for them, with Embark’s technology providing seamless integration, allowing for flexible contributions, seamless onboarding and a fully digital experience.

Through this strategic partnership, Wealthify and Embark, have created a product that can be scaled rapidly. By focusing on technological capabilities and the digital journey, and ensuring a flawless user experience and design, this offering delivers an outstanding service and is future-proofed against industry changes.

Michelle Pearce-Burke, CIO and founder of Wealthify, says:

“To create a stand-out pension, we had to find a provider who fitted our values and could match our high level of tech, offering a user-friendly, digital solution for our customers. Embark ticked all of those boxes and our companies had the right cultural alignment to make this project a success. Their service has allowed us to deliver what I feel is the slickest end-to-end customer experience on the market for pensions, without making us prohibitively expensive.”

Peter Docherty, Chief Executive Embark Platform, says:

“This is an ideal partnership for Embark, as Wealthify’s digital-first, customer-centric approach marries perfectly with our philosophy and expertise. We’re able to deploy the latest FNZ technology alongside our full suite of retirement solutions, to support Wealthify in creating a compelling SIPP proposition for its audience. And, we’re excited by the opportunities to collaborate to find new, innovative solutions that continue to meet the changing needs of Wealthify’s customers.”

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