WHERE

DIVERSE

INVESTMENTS

MEET

TRUSTED EXPERTISE

Partner with usPartner with us

TRUSTED EXPERTISE

MEET

INVESTMENTS

DIVERSE

WHERE

PLATFORM MATTERS

Our latest vodcast covers all things pensions with Ross Easton
& Gareth Davies, plus articles on the evolution of platform service
and the importance of financial strength in provider due diligence.

View Platform MattersView Platform Matters

Our latest vodcast covers all things pensions with Ross Easton
& Gareth Davies, plus articles on the evolution of platform service
and the importance of financial strength in provider due diligence.

PLATFORM MATTERS

PARAPLANNING

REDEFINED

What do paraplanners really think about AI?
And what do they feel are the biggest myths
about paraplanning? Find out in the
Scottish Widows Paraplanner Survey.

Read more

PARAPLANNING

REDEFINED

What do paraplanners really think about AI?
And what do they feel are the biggest myths
about paraplanning? Find out in the
Scottish Widows Paraplanner Survey.

Read more

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

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.

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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Red cog icon with spanner in the centre.

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.

GET STARTED TODAY

Experience the difference that our innovative digital technology can make. If you’re not yet part of the Scottish Widows Platform, book a demo to learn more about how we can support you.