Scottish Widows Recommendation Tool

To help advice firms prepare their recommendation letters, we’ve created the Scottish Widows Platform Recommendation Tool. This makes it easy for advisers and paraplanners to pick and choose from a suite of wording to quickly form the basis of a recommendation letter. It helps to evidence due diligence and save on admin time.

Benefits of the tool

• Speeds up the customer review and recommendation process, freeing up adviser and paraplanner time
• Provides a thorough recorded output of customer due diligence and contributes towards the provision of good customer outcomes
• Provides a convenient reference store of platform features and benefits for consideration when writing recommendation letters

Visit the Recommendation Tool page

Useful links:

Platform tools page

Platform Paraplanner Room