Scottish Widows
Platform
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.

Partner with us

Move client assets
with confidence
Move 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

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.

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What sets us apart as a
trusted platform partner?

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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.
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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.
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Investment solutions to
support your clients’ needs

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.
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Products and wrappers
to meet your clients’ needs

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.

Rated for strength,
recognised for quality

Independent AKG and Defaqto ratings reflect strong financial strength and the quality of our products and service.

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.

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Partner with us

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.

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.

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Due diligence support

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.

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.

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Asset Transfer Service

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.

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.

Working with Scottish Widows Platform

Working with
Scottish Widows Platform

Already using us? We have everything you need to manage your clients, access support and stay up to date.

Already using us? We have everything you need to manage
your clients, access support and stay up to date.

Support hub

Support hub

Central resource for guidance to help you work efficiently on our Platform.

Literature library

Literature library

Important documents, guides and forms.

Contact us

Contact us

Get in touch with our dedicated Platform customer services team

Paraplanners

Paraplanners

Dedicated insight and resources for Paraplanners.

Tools & integrations

Tools & integrations

Our technology, tools and integrations that support your advice process.

Recent enhancements

Recent enhancements

The latest enhancements, service updates, and future plans.

Adviser, platform and investment
industry news and expertise

Adviser, platform and investment industry news and expertise

Red Scottish Widows documentation icon
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, Investment Perspectives, tax year end hub, Confidence Barometer, and Paraplanner Survey.