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Unlocking growth potential with our new multi-asset funds

Scottish Widows Platform is designed to meet the evolving needs of today’s financial advisers, offering dedicated support and innovative tools to help you efficiently manage and grow your client portfolios.

Scroll down to discover more about how we can support your business or experience our platform’s capabilities firsthand.

What our award-winning platform provides

What our award-winning
platform provides

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Innovative
digital experience

Innovative digital experience

We support you and your clients with great technology and tools to make your life easier and increase your productivity.

We support you and your clients with great technology and tools to make your life easier and increase your productivity.

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Award-winning
service and support

Award-winning service and support

Our colleagues use their expertise to deliver great service and support you to navigate change.

Our colleagues use their expertise to deliver great service and support you to navigate change.

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Diverse investment
solutions

Diverse investment solutions

We enable you to invest your client’s money in line with your firm’s investment proposition and your clients’ goals.

We enable you to invest your client’s money in line with your firm’s investment proposition and your clients’ goals.

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Value for
money

Value for money

Value for money which enables you to deliver great client outcomes.

Value for money which enables you to deliver great client outcomes.

Our experienced team are ready to meet with you to discuss how our platform can help you deliver great client outcomes and support you in developing your business. We will support you through due diligence and platform selection and have developed our onboarding process to build and deliver a comprehensive training program focused on your needs. Once you’re up and running with us, we will continue to provide any support necessary to you and your clients.

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Business development

Enabling you to deliver great client outcomes

Enabling you to deliver great client outcomes.

  • Our Business Development Managers (BDMs) engage with clients to understand their business needs and discuss how our platform can deliver value.
  • Our experienced BDMs, located across the UK, offer both face-to-face and remote support tailored to your business requirements.
  • They invest time in understanding your business and aligning it with our platform proposition.

Platform onboarding

Helping you unlock the full potential of our platform

Helping you unlock the full potential of our platform.

  • Our Platform Onboarding Consultants work closely with our BDMs to create customised training plans. These plans include comprehensive demonstrations of platform capabilities and personalised support for submitting initial cases.
  • Your Onboarding Consultant will remain by your side until you feel confident using the platform.
  • Additionally, they provide training for new features and offer refresher training to support new hires within your business.

Award-winning service

Delivered to you and your clients

Delivered to you and your clients.

  • The Scottish Widows Platform provides an innovative digital experience, supported by our customer service teams based in Dundee and Barnwood.
  • Our platform is designed for straight-through processing across more than 50 processes. However, we also recognise the importance of human support when you need assistance.
  • Our service teams are available via live chat or telephone, ensuring a seamless experience for our users.
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Specialists and technical support

Expert guidance when you need it

Expert guidance when you need it.

  • Our field-based specialists offer tailored presentations on specific topics, while our head office technical specialists provide assistance with complex cases.
  • We share educational Tech Talks and webinars as part of our platform offering.

Business development

Enabling you to deliver great client outcomes
  • Our Business Development Managers (BDMs) engage with clients to understand their business needs and discuss how our platform can deliver value.
  • Our experienced BDMs, located across the UK, offer both face-to-face and remote support tailored to your business requirements.
  • They invest time in understanding your business and aligning it with our platform proposition.

Platform onboarding

Helping you unlock the full potential of our platform
  • Our Platform Onboarding Consultants work closely with our BDMs to create customised training plans. These plans include comprehensive demonstrations of platform capabilities and personalised support for submitting initial cases.
  • Your Onboarding Consultant will remain by your side until you feel confident using the platform.
  • Additionally, they provide training for new features and offer refresher training to support new hires within your business.

Award-winning service

Delivered to you and your clients
  • The Scottish Widows Platform provides an innovative digital experience, supported by our customer service teams based in Dundee and Barnwood.
  • Our platform is designed for straight-through processing across more than 50 processes. However, we also recognise the importance of human support when you need assistance.
  • Our service teams are available via live chat or telephone, ensuring a seamless experience for our users.

Specialist and technical support

Expert guidance when you need it
  • Our field-based specialists offer tailored presentations on specific topics, while our head office technical specialists provide assistance with complex cases.
  • We share educational Tech Talks and webinars as part of our platform offering.

Book a demo now

To get a closer look at our pension and investment platform, book a demo session with one of our team members and let’s start taking on the future together.

If you have a general enquiry, password reset request, wish to register a new client or any other issue with your account please complete the form on our contact page and a member of our team will respond to you.

  • One of our team will contact you to arrange a demo of the platform. If your firm already uses our platform and you wish to register a new user, please speak to your superuser within your business. If you don’t know who your superuser is email: intermediarysalesenquiries@scottishwidows.co.uk.

    Scottish Widows will process your personal data as described in our data privacy notice, which explains how we use your information and your rights.

Explore additional resources

Service and support

We understand that exceptional service is as crucial as innovative technology, and we are committed to providing high-quality service and support.

Adviser digital experience

We offer a digital experience designed to equip you with the tools and resources to help you deliver the best possible outcomes for your clients.