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This website is for professional advisers only.
By clicking the acceptance button below, you are confirming that (i) you are a financial adviser AND (ii) that you have read the website terms of use and agree to be bound by them.
This website is for professional advisers only.
By clicking the acceptance button below, you are confirming that (i) you are a financial adviser AND (ii) that you have read the website terms of use and agree to be bound by them.
Scottish Widows offers a wide choice of investments and tax wrappers, managed on proven technology with transparent and competitive pricing. Our platform could help you to deliver the services your clients are looking for. Find out more about our products and services.
The Scottish Widows Platform has over 6,000 mutual funds available from more than 100 fund managers. If a fund manager you usually recommend to your clients is not currently on the Scottish Widows Platform, please get in touch and we will look to work with them to get their funds added, where possible. If we have an existing fund agreement in place with an investment manager, the addition of further funds should take approximately five working days. If there is no existing agreement in place, then the addition of the funds will take longer.
The Scottish Widows Platform is a fully advised proposition, so you have complete control over the management of your clients’ accounts. You can:
You can also offer your clients varying levels of account access depending on their needs.
All clients have a secure online account view capability, so they can see where they are invested and how their account is performing.
The Scottish Widows Platform has a low initial contribution level of £50 for the Personal Pension, ISA, JISA and GIA, and a range of flexible contribution frequencies. If you are transferring funds into a TPIA, a minimum payment of £5,000 applies.
Yes, there is the ability to pay regular contributions into any of the products. The minimum contribution is £50.00.
The Embark Group boasts an investment business – the Adviser Centre – that offers in-depth research to assist advisers in developing and maintaining their investment propositions. These services are available at no cost to you. Find out more.
Yes. Download our latest due diligence guide here.
Our technology is provided by the FNZ Group. We work in partnership with them to ensure that our extensive knowledge and understanding of the financial advisory market continues to shape the Scottish Widows Platform proposition.
Clients must be a UK resident, 18 years or older, hold a sterling denominated bank account and have a valid email address to open one of our Accounts.
Please note a Junior ISA and Junior Personal Pension can be opened by a parent or guardian for a child under 18.
We have assembled a team of Platform Onboarding Consultants to ensure that your business has a smooth introduction to the Scottish Widows Platform.
The Scottish Widows Platform offers EV and FE fundinfo tools to help you with all aspects of assessing and meeting your clients’ needs. We have tools to help you assess your clients attitude to risk, alongside forecasting tools, including the Pension Freedom Planner, which helps you discuss with your client how long their money will last in retirement compared to their possible longevity. We also provide information for calculating Capital Gains Tax.
We understand that adviser needs are always changing and we are always looking to add new tools to support your business where possible.
Yes. The platform benefits from straight through processing for nearly all operations, with no manual intervention by the Scottish Widows Platform.
Our flexible adviser charging options mean you’re always in control to agree the most appropriate remuneration structure for your clients. To find out more, please contact your Business Development Manager or visit our contact us page to get in touch with us.
Our platform offers an easy-to-use, cost-effective solution for advisers looking to outsource the management of part or all of their investment proposition. We have also recently added the functionality to allow advisers to set up model portfolios on the platform.
Just fill in the registration form and a member of our team will be in touch to discuss your requirements.
Our platform was built to allow advisers to self-serve as much as possible. However, we realise there will be times when you need additional help and support. Visit our contact us page to get in touch with us. We also offer helpful web chat functionality on each page of the platform.