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Latest insights

Living longer: Can we afford it?

By Steven Hay, co-manager of funds, Baillie Gifford

Embark Adviser newsletter

What are the chances of living to 105? For a child born in the west today, it’s over 50 per cent, according to the authors of The 100-Year Life: Living and Working in an Age of Longevity... But can we afford it?

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‘Some are going to get crunched’: Future of platforms debated in first ever EmbarkPod

By Scott Sinclair, Embark Group

Embark Adviser newsletter

Taking part in Embark Group’s first ever podcast, CEO Phil Smith joined Head of Platform Strategy Alistair Wilson and host Roger Hearing, presenter of the BBC World Service’s flagship news and current affairs programme Newshour.

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Pensions Awareness Day 2020 #PAD2020

By Suraj Shah, Embark Group

Embark Group’s market brands, General news

We have created a one page infographic you can share with your clients. It includes 'Did you know?' Pensions facts and our 'Ten Top Tips' to become pension savvy.

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The rise of ESG amid the pandemic

By David Sheasby, Head of Governance and Sustainability, Martin Currie

COVID-19, Embark Adviser newsletter

The COVID-19 crisis has clearly been the dominant topic on all investors’ lips this year, with questions frequently being asked by clients if the impact of the pandemic has changed its approach to stewardship and ESG.

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To CIP or not to CIP, that is the question

By Dave Chessell, UK Distribution Director, PortfolioMetrix

Embark Adviser newsletter

What’s the best way to provide clients with suitable investment portfolios? Some advisers are adamant that they should manage the investment process themselves, while others choose to outsource.

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Check your agreements… ‘Agent as Client’ could put you at unnecessary risk

By Dave Chessell, UK Distribution Director, PortfolioMetrix

Embark Adviser newsletter

When was the last time you reviewed your agreements with investment and platform providers? Is your PI insurance is soon due for renewal? You may be operating under an agreement that your insurer will find too hot to handle – Agent as Client.

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