08000 326 323

Mon to Fri 8am-5pm

Featured Box ImageFeatured Box Image
Featured Box Image

SALE TO EMBARK GROUP

On 28 October 2019, it was announced that our current owners, interactive investor, have agreed a sale of Alliance Trust Savings’ adviser and Stocktrade businesses to the Embark Group.

Embark is the UKs leading independent provider of retirement solutions, offering a range of pension, wrap platform, research and consultancy services to both the advised and institutional market.

Here you will find the very latest information on this transaction and what it means for you and your clients.

WHAT YOU CAN EXPECT

The Embark Platform is the fastest growing digital retirement platform in the UK and is committed to delivering a low cost, high value service.

  • Premium FNZ technology without the price tag: Our platform is one of the newest on the market, giving you access to market-leading state of the art FNZ technology, but at a lower cost than that of our competitors.
  • Automation that works: Your time is money, so we won’t waste it. With over 50 automated processes and no wet signatures required, you can spend more time building your business instead of filling out forms.
  • Fully committed to the intermediated channel: We only focus on the advised and institutional markets and our mission is simple: to enable you and your clients to efficiently and cost-effectively manage your portfolios. You can always be confident that your business matters to us. When you’re happy, we’re happy.
  • Pensions power: The Embark Group set out in 2013 to change the UK pensions savings market and that’s exactly what we are doing. In addition to serving the advised market, we also power pensions for several well-known brands including RBS Coutts, Standard Life, BestInvest and Nutmeg.
  • Unbiased investment choice: We won’t try to influence what you sell. While we have over 8,000+ investments options and are backed by some of the world’s largest investment managers, the choice is yours and yours only.
  • Strength in numbers: We’re part of the Embark Group a large scale, sustainable business with deep expertise backed by some of the largest investment institutions in the world including BlackRock.

And when it comes to charges, we offer a better deal for all clients and not just those at the higher end.

Find out more

WHAT HAPPENS NEXT – YOUR STEP-BY-STEP GUIDE

  1. Oct 2019

    Sale of Alliance Trust Savings (ATS) and Stocktrade books to Embark Group announced.

  2. Now

    While work is underway on the finer details of our combined proposition and the timelines for transitioning client accounts from Alliance Trust Savings’ Platform to Embark, it’s business as usual. You can continue to use our service as normal and the same Alliance Trust Savings Terms and Conditions will apply.

  3. Terms of Business

    In advance of client accounts moving to the Embark Platform, you will need to sign new Terms of Business. We will provide all the necessary documentation and be on hand to answer any questions you have.

  4. Platform Set Up

    To ensure a seamless transition for you and your clients, we will work together to get you set up on the platform and ready for the move.

  5. Time to move

    Details on when the client migrations will take place and what you can do to get ready for this, will be communicated in due course.

kickstart money logo

YOUR QUESTIONS ANSWERED

Here you can find questions and answers on topics we think will be important to you. We will continue to update these so we encourage you to check back here regularly to get the very latest information.

Get answers