Welcome to the
Scottish Widows
Platform client
website
Welcome to the Scottish Widows Platform client website

This website contains information for clients who have a Scottish Widows Platform account.

Scottish Widows Platform

Welcome to Scottish Widows Platform. A Platform is the name for the technology and services that allows your financial adviser to bring your pension and investment solutions together into one place, which are held for you within your Platform Account.

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I have a
financial adviser

Have a query about our Platform?

Please speak to your financial adviser in the first instance, or you can check out our FAQs, or contact us here.

Want to know more about your investment options on the Platform?

Please speak to your financial adviser, or you can find out more information on our Scottish Widows Managed Growth funds and Horizon funds here.

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I no longer have a
financial adviser

Need help to find an adviser?

If you do not have a financial adviser, we can help you find one here.

Have a query about the Platform?

If you have a query, you can check out our FAQs, or contact us here.

Can I manage my Platform pension and investments?

If you do not have a financial adviser, you may be able to continue to manage your pensions and investments directly on the Platform. For guides on how to do this, visit our literature library.

View our products

Stocks and shares ISA

Our Flexible Stocks and Shares ISA has access to a wide range of assets and allows contributions to be replaced if they are withdrawn with in the same tax year.

General investment account

Access to a wide range of assets, giving savings the potential for capital growth and income, as well as providing a flexible means of investing and accessing money.

Third party investment account

These allow you to retain the product features of your existing pension or offshore bond whilst being able to access additional investment opportunities through the Scottish Widows Platform.

Junior personal pension

Giving your children a head start – a parent/guardian will be required to be added to the Account as the registered contact, with the child as the Account holder.

Junior stocks and shares ISA

Tax efficient gifting between generations on the Junior Stocks and Shares ISA; available for children up to the age of 18.

Scottish Widows – sharing our expertise

Platform and investment industry news and expertise

Scottish Widows has been a safe pair of hands for over 200 years, building up our expertise and protecting generations.

So, if you don’t have a financial adviser and would like a little extra help or guidance, visit our Scottish Widows consumer site, for useful information and support.

Protecting yourself from Fraud

Scammers are targeting pension pots and investment of all sizes, they are sophisticated, opportunistic and will try many things. Don’t let a scammer ruin your retirement.

You can find out more information on the Scottish Widows ‘Protecting yourself from fraud’ webpage.

Resources for you

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Literature
library

The literature library is designed to help you, with links to important documents and forms.
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Frequently
asked questions

Here are some frequently asked questions about our Platform.

Scottish Widows products

If you do not have a financial adviser, Scottish Widows offers a range of financial products, that may be more suitable for you.

Get in touch

If you have any questions, please speak to your financial adviser.

Alternatively (and if you do not have an adviser) please contact us.

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Scottish Widows Platform does not give investment advice or recommendations in respect of any product or fund range. Nothing contained within this website should be construed as the giving of investment advice or a recommendation to invest.

Please note that past performance is not necessarily a guide to future performance and the value of investments (and any income from them) can go down, so an investor may get back less than the amount invested. No guarantee is given for the performance of any of the funds.

We recommend you speak to your financial adviser before making a decision. Please note, there is usually a charge for any advice given.