Rowanmoor Group, which trades as Rowanmoor Pensions, is a leading independent small self-administered scheme (SSAS) provider and a bespoke self-invested personal pension (SIPP) and Family Pension Trust (Family SIPP) operator with a total of close to £4bn of client assets under administration. Rowanmoor Group also offers professional actuarial, consultancy and scheme accountancy services as well as automatic enrolment administration services for NEST accounts.
Embark Group is a retirement solution provider with expertise in banking, investment, pensions and insurance, including the brands Hombuckle and Avalon, which has developed a digital platform in a strategic partnership with FNZ.
Rowanmoor Group’s strengths in SSAS, actuarial and advisory services complemented Embark Group’s SIPP, ISA, JISA and GIA capabilities with minimal overlap in distribution. Combined, they create a sizeable independent provider of a full suite of retirement solutions with c. £8.1bn of assets under administration, benefitting from common infrastructure, an enhanced client proposition and access to capital for further growth opportunities