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It’s all here – the documents you need to complete due diligence on the Scottish Widows Platform, or the Horizon multi-asset fund range.
You need to be sure the platform or investments you’re recommending are right for your clients – we have what you need to hand. Select the due diligence guide you need from our options below:
Your clients want to know the institutions they’re investing with or through are financially robust.
AKG provide an independent assessment of the financial strength of providers and platforms.
Scottish Widows latest rating: A | Superior.
Embark Group (including assessment of the Platform now branded Scottish Widows Platform) latest rating: B+ | Very Strong.
The latest financial strength reports can be found below.
AKG financial strength report for Scottish Widows AKG financial strength report for Embark Group
You can find the Scottish Widows Platform on the following Best Advice Systems (also below: consultancies that have independently gathered information on the Scottish Widows Platform).
* Best Advice System