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Scottish Widows
Platform

Designed to meet the evolving needs of today’s financial advisers, offering dedicated support, innovative tools and a diverse range of investments to help you efficiently manage and grow your client portfolios.

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Platform updates
Investment range
Tools & integrations
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Award-Winning Financial Adviser Platform

Award Winning Financial
Adviser Platform

At Scottish Widows, we are dedicated to supporting you and your clients now and in the future.

As part of Lloyds Banking Group, we leverage our financial strength and expertise to continually enhance our platform, making it easier for you to conduct business and focus on your clients.

We are proud to hold the highest AKG A rating for financial strength at both platform and provider levels. We are investing £180 million over three years to enhance our platform’s technology, service, support, and investment options.

Whether you are looking for a new platform, ready to onboard with Scottish Widows, or already using the platform to service your clients, this website contains a range of information and insight to help you deliver good outcomes to your clients.

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Our award-winning adviser Platform

Why use us for your clients’ pension
and investment needs?

Why use us for your clients’
pension and investment needs?

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Innovative digital
experience

By consistently enhancing our digital technology and listening to adviser feedback, we will keep improving our platform to meet your evolving needs.
Our digital experience
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Award-winning
service and support

We are proud to have been recognised with a range of prestigious industry awards and ratings, showing our financial strength and commitment to support you and your clients.
Our service and support
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Diverse investments
solutions

Whether your investment proposition features multi-asset funds, discretionary managed model portfolios, or you build your own model portfolios, we can offer you a solution to suit your needs.
Our investments

Platform and investment industry
news and expertise

Platform and investment industry news and expertise

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Red Scottish Widows documentation icon

At Scottish Widows we love to share our expertise to help your advice process and your clients.

For topical insight and news from our investment experts, and our view on latest trends in the adviser platform market, please visit our insight hub.

This is where you’ll find our latest vodcasts, Confidence Barometer, and Paraplanner Survey.

Visit our Insights Hub

We offer a wide range of Platform products

We offer a wide range
of Platform products

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Personal Pension

Flexibility to provide for the most simple or sophisticated requirements, including both the Pension Commencement Lump Sum (PCLS) and Uncrystallised Funds Pension Lump Sum (UFPLS).
Personal Pension
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Stocks and Shares ISA

Our Flexible Stocks and Shares ISA has access to a wide range of assets, and allows contributions to be replaced if they are withdrawn with in the same tax year.
Stocks and Shares ISA
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General Investment Account

Access to a wide range of assets, giving savings the potential for capital growth and income, as well as providing a flexible means of investing and accessing money.
General Investment Account
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Third Party Investment Account

These allow clients to retain the product features of their existing pension or offshore bond whilst being able to access additional investment opportunities through the Scottish Widows Platform.
Third Party Investment Account
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Junior Personal Pension

Giving your clients’ children a head start – a parent/guardian will be required to be added to the Account as the registered contact, with the child as the Account holder.
Junior Personal Pension
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Junior Stocks and Shares ISA

Tax efficient gifting between generations on the Junior Stocks and Shares ISA; available for children up to the age of 18.
Junior ISA
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Off-Platform products

Scottish Widows offers a wide range of products to meet client needs including Protection, Annuities and Workplace solutions.
Off-platform products

These products are only accessible through financial advisers.

Resources for our
Paraplanners & Advisers

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Support hub

Support hub for help and guidance.
Visit Support hub
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Tools & integrations

Tools and integrations available on our Platform.
View tools
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Enhancements

Platform enhancements and future plans.
View platform updates
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Paraplanners

Our dedicated Platform Paraplanner room.
Paraplanner room
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Take the next step and
book a platform demo now

If you’re not yet part of Scottish Widows Platform, book a demo to explore our platform’s capabilities firsthand.

Book a demo
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Learn more about our
award-winning platform

Find out more about how about we can support your business on our partner with us pages.

Partner with us