Literature library

Important documents and forms

Below you will find links to regulatory documents and sales materials for advisers, clients and discretionary managers. For ease, you can filter to show platform or investment related literature.

Literature for our non-platform products can be found on the Scottish Widows adviser website. Should you have any questions, please contact the Service team via email at service@scottishwidowsplatform.co.uk or call 0330 024 2345.

Platform literature
and closed products

Horizon funds and
investments literature

Closed products

Additional information for use by Sterling Accounts moved to Scottish Widows Platform and Zurich life products.

Note: Some Horizon Funds literature may show Embark Investments reflecting the Authorised Corporate Director at the time of production.

Horizon Quarterly report

Technical corner

Technical insights and notes to support you with some of the more complex aspects of pensions and retirement planning, including on contributions, divorce, and drawdown.

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