YOUR MOVE TO THE
SCOTTISH WIDOWS PLATFORM

UPGRADED TECHNOLOGY AND AN ENHANCED EXPERIENCE

Image of Jude Nicol, Customer Services Director.

Welcome to Scottish Widows Platform!

We’ve successfully moved your Accounts onto our leading-edge investment platform.

This website provides you with an introduction to the platform and the processes involved in the move. We will update this website with new information to ensure we keep you informed.

Thank you for your patience during the move.

Jude Nicol
Customer Services Director

THE BENEFITS OF THE SCOTTISH WIDOWS PLATFORM

Self-serve availability – Secure online access to view your Account information whenever you need to.

Efficiency – Key transactions and processes are fully automated. No wet signature needed for our forms.*

Help and support – The platform offers lots of guidance throughout to help you troubleshoot any problems you may have.

Access to the Fund Research Centre and associated tools – Supporting you with information on your investments. It’s provided by FE Fund Info (previously Financial Express).

* Unless required by a third party.

Benefits of the Scottish Widows Platform icons for dark background. icons contain the words: Self-serve availability, reliable technology, efficiency, An intuitive experience, help and support, security, and Access to fund centre & associated tools.

Reliable technology – Delivered in partnership with FNZ, suppliers of quality award-winning technology to some of the largest and best-known platforms in the market.

An intuitive user experience – The screens have been designed to make your life easier – it’s set up to adapt to your changing needs.

Security – Now, more than ever, security is key. Protecting you is our utmost concern and you will see some new security features throughout.

SERVICE RESTRICTIONS DURING THE MOVE

As we approach the move some services will be impacted for a short period of time. We have summarised these impacts in an easy to follow table. Please click here to view this table.

KEY DOCUMENTS

To view your new Terms and Conditions, alongside other important documents visit the Key Documents page.

FAQs

We have compiled a list of FAQs to help you with any issues you may have. These are accessible on the link below.

HOW WE COMPARE

Here we give a high-level summary of how the Scottish Widows Platform compares to your current product(s).

ABOUT THE SCOTTISH WIDOWS PLATFORM

The Scottish Widows Platform is provided and administered by Embark Investment Services Limited, a wholly owned subsidiary of Embark Group Limited. In January 2022, Embark Group became part of Lloyds Banking Group, a leading UK-based financial services group.

The Scottish Widows Platform offers access to a Personal Pension, a Stocks and Shares ISA, a General Investment Account (GIA), a Third-Party Investment Account (TPIA), Junior Personal Pension, and a Junior Stocks and Shares ISA.

Based on market-leading FNZ technology, the platform has around 6,000 mutual funds available from more than 100 fund managers, as well as a wide range of listed stocks, shares, ETFs, and Investment Trusts via a fully integrated dealing solution.