Scottish Widows
PlatformScottish 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.

Partner with us

Important: change
of banking partnerImportant: change of banking partner

We’re updating our banking partner on 29 June.
Clients will need to use new details for bank
transfers into the platform.

We’re updating our banking partner on 29 June. Clients will need to use new details for bank transfers into the platform.

Scottish Widows
Retirement ReportScottish Widows Retirement Report

Part one of the report assesses the nation’s readiness for retirement, examining financial pressure, inequality and health, alongside the growing role of technology and targeted support at a pivotal moment for pensions.

Read the report

Move client assets
with confidenceMove client assets with confidence

Our Asset Transfer Service partners with you to de-risk
your business, increase your productivity and helps
deliver successful outcomes for your clients.

Find out more

Scottish Widows Platform will be unavailable from 18:00 to 18:30 on Wednesday 25 March.

Consolidated Tax Certificates (CTCs)

CTCs for clients who held a General Investment Account during the 2025/26 tax year are now available on Scottish Widows Platform.

Why choose Scottish Widows
as your adviser platform

Backed by the scale, ambition and stability of Lloyds Banking Group, Scottish Widows Platform is a pensions and investment platform built for financial advisers. We combine financial strength, capability, and expertise to be your trusted platform partner.

Our modern digital platform works in partnership with you to help deliver great client outcomes, build enduring value in your business, and achieve your long-term objectives.

Why choose us

Stylised illustration of a compass in red and teal colouring

What sets us apart as a
trusted platform partner?

A man in a red sweater gestures animatedly while a woman in a beige blazer looks at a smartphone in a cozy cafe setting

A digital experience
built around advisers

A digital experience built around advisers

We continually invest in our platform, enhancing technology, tools and integrations to help you work more efficiently. Digital, straight through journeys remove the need for wet client signatures.

Our digital platform

A person with purple hair wearing glasses and a headset, focused on their work in a professional setting

Service and support
you can rely on

Service and support you can rely on

Award‑winning service and support, where expert people and smart technology work together to support you and your clients.

Supporting you

A man with a short beard is sitting indoors, looking at his smartphone, with a lamp glowing softly in the background

Investment solutions to
support your clients’ needs

A broad range of options to support your centralised investment proposition, from multi‑asset funds and discretionary managed portfolios to adviser‑built model solutions.

Our investments

Smiling red-haired woman engaged in a conversation with a man in a blurred background, likely in a casual or professional setting

Products and wrappers
to meet your clients’ needs

Our platform offers a wide range of pension and investment wrappers to help you deliver great client outcomes aligned to their needs.

Our products

Getting started with
Scottish Widows Platform

If you are new to our Platform, we’ll help you get started with confidence.

If you are new to our Platform, we’ll help
you get started with confidence.

A woman in a striped shirt and a man in a red sweater sit at a table with a laptop, discussing something while a coffee mug rests in his hand

Partner with us

Interested in joining Scottish Widows Platform? Book a demo with our specialist onboarding team to explore the platform’s capabilities firsthand and learn how we can support you from day one.

Get started

Man in a suit and glasses using a tablet in a cosy, modern room with a brick wall and large windows in the background

Due diligence support

With platform governance more important than ever, our due diligence hub brings together everything you need to research Scottish Widows Platform, including our simple‑to‑use due diligence tool.

Due diligence hub

Two women engage in conversation, with one gesturing animatedly, showing interest and involvement in the discussion

Asset Transfer Service

Consolidating assets onto our Platform can have many benefits. Our Asset Transfer Service team partners with you to move assets at a pace that’s right for you and your clients.

Asset Transfer Service