PLATFORM RELEASES

THIS PAGE PROVIDES A SUMMARY OF PREVIOUS PLATFORM IMPROVEMENTS WE HAVE IMPLEMENTED.

Scottish Widows is committed to the ongoing delivery of functional and service enhancements to the platform and for the benefit of our customers. We have a programme of ongoing enhancements to the platform and your feedback will continue to be welcomed and valued.

We have made improvements to the Scottish Widows Platform in the areas below.

Platform updates

Family linking: If your fees are calculated using a tiered charging structure, members of the same family may be able to reduce the overall charges they pay by pooling the value of their Accounts; this is called “Family Linking” and can be arranged via your adviser.

Investment Range: We have recently added 416 new funds, 31 new Discretionary Investment Managers and a new range of Model Portfolios, giving you and your advisers more choice and flexibility when selecting investments.

Trusts: General Investment Accounts will be able to be written in Trust allowing more flexible options for estate and intergenerational planning. More details on Trusts can be found in our Literature Library on our website.