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WHERE

INNOVATION

MEETS

DIVERSE

INVESTMENT SOLUTIONS

Visit our investmentsimage of the Scottish widowFind out more

INVESTMENT SOLUTIONS

DIVERSE

MEETS

INNOVATION

WHERE

PLATFORM MATTERS

How has Consumer Duty changed the nature of platform due diligence for advice firms?
Find out in Platform Matters, our quarterly platform newsletter.

View Platform MattersView Platform Matters

How has Consumer Duty changed the nature of platform due diligence for advice
firms? Find out in Platform Matters, our quarterly platform newsletter.

PLATFORM MATTERS

SUPPORT HUB

A central resource for help and guidance on the Scottish Widows Platform.

Access adviser supportAccess adviser support

A central resource for help and guidance on the Scottish Widows Platform.

SUPPORT HUB

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'A' SUPERIOR

FINANCIAL STRENGTH

Our Platform has been awarded
a superior rating by AKG.
See what makes us stand out.

Explore the reportAKG financial strength rated award logo.White icon of trophy.

'A' SUPERIOR

FINANCIAL STRENGTH

Our Platform has been awarded
a superior rating by AKG.
See what makes us stand out.

AKG financial strength rated award logo.Explore the report

WELCOME TO SCOTTISH WIDOWS PLATFORM

Designed to meet the needs of an increasingly complex financial landscape, Scottish Widows Platform is built on state-of-the-art technology, leveraging innovative tools and easy to use online access to provide you with a user-friendly and intuitive experience.

From automated processes to seamless integrations with back-office software and tools, our platform is designed to work with you to help grow your business and allow you to focus on providing great outcomes to your clients.

We provide access to over two hundred fund managers and thousands of mutual funds, UK listed exchange Traded Assets. We also offer a wide range of tax wrappers including ISAs and Pensions.

2023 FT Adviser 5 star winner award logo
2023 FT Adviser Readers choice award Winner logo
Moneyfacts Awards 2023 Winner Best Personal Pensions Provider logo
2023 Wealthtech 100 award logo
Defaqto 5 star adviser platform 2024 rating award image
Adviser Asset 2024 Platinum platform rating award image

SUPPORTING YOUR SUCCESS

Built specifically for financial advisers, our state-of-the-art platform can help you unlock new client segments through easy-to-use and reliable technology.

TOOLS AVAILABLE ON OUR PLATFORM

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We offer EVPro, a new, market leading planning solution to effectively help you manage your clients’ financial aspirations. Please speak to your BDM about accessing EVPro. In addition, we offer an enhanced, FE fundinfo solution to help you with all aspects of assessing and meeting your clients’ investment needs.

We also offer a new and integrated Capital Gains Tax Tool to help you calculate any realised gains or losses that your clients may or have incurred.

All of these tools are available on the Scottish Widows Platform’s brand new User Interface and are completely independent, so they can show no bias towards a Scottish Widows Platform solution.

ABOUT SCOTTISH WIDOWS PLATFORM

The Scottish Widows Platform is provided and administered by Embark Investment Services Limited, a wholly owned subsidiary of Embark Group Limited. In January 2022, Embark Group became part of Lloyds Banking Group, a leading UK-based financial services group.

The Scottish Widows Platform offers access to a Personal Pension, a Stocks and Shares ISA, a General Investment Account (GIA), a Third-Party Investment Account (TPIA), a Junior Personal Pension, and a Junior Stocks and Shares ISA.

Based on market-leading FNZ technology, the platform has around 6,900 mutual funds available from more than 200 fund managers, as well as a wide range of listed stocks, shares, ETFs, and Investment Trusts via a fully integrated dealing solution.

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SCOTTISH WIDOWS PRODUCTS

Scottish Widows offers a range of individual and workplace pensions, annuities and protection products.