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Multi-asset solutions

Providing your clients with tailored investment solutions that align with their goals and attitude to risk is vital to helping you deliver better customer outcomes. That’s why we provide access to a range of Model Portfolios – expertly designed, curated, and managed by discretionary fund managers to help you meet your clients’ needs easily and efficiently.

Our award winning platform offers a diverse range of model portfolios available from over 80 discretionary managers to help you deliver better outcomes for your clients.

Multi-asset funds offers flexibility
and diversification

Multi-asset funds offers
flexibility and diversification

Multi-asset funds offer greater flexibility and asset class diversification which can help generate returns from the wider investment market and in different conditions. We offer a diverse range of multi-asset solutions, including those designed to grow capital or provide retirement income, giving you the flexibility to meet a variety of clients’ investment strategies and ultimately helping you deliver great value for money.

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Managed Growth Funds

  • A straightforward range of five multi-asset funds, independently risk rated to help choose the right option for your clients.
  • Designed to deliver a value for money solutiion to meet clients’ retirement and investment needs.
  • Diversified across global equities, bonds and REITs and benefitting from dynamic asset allocation and robust governance.
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Horizon multi-asset funds

  • Five active volatility managed multi-asset solutions, designed to help deliver your clients’ retirement and investment goals.
  • Risk profiled to easily choose the right option for your clients’ risk profile and needs.
  • Managed by industry experts through a distinctive investment process with established performance since 2013.
More on Horizon Funds
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Multi-asset funds on platform

  • Choose from an extensive range of multi-asset funds, including passive and actively managed strategies.
  • Ability to hold multiple funds alongside model portfolios and exchange traded assets, all in one wrapper account.
  • Deals automatically placed upon completion of transfers and the receipt of contributions.
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Investment pathways

  • Our Investment Pathways are multi-asset solutions designed to broadly match investments to clients’ risk profiles and retirement goals.
  • Originally designed to help customers, who have not received a personal recommendation, manage their investments, they offer the convenience of ready-made investment strategies which may suit some clients’ needs.
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Platform and investment industry
news and expertise

Platform and investment industry news and expertise

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Red Scottish Widows documentation icon

At Scottish Widows we love to share our expertise to help your advice process and your clients.

For topical insight and news from our investment experts, and our view on latest trends in the adviser platform market, please visit our insight hub.

This is where you’ll find our latest vodcasts, Confidence Barometer, and Paraplanner Survey.

Visit our Insights Hub

Designed to help you work faster
and more efficiently

Designed to help you
work faster and more efficiently

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Our Platform is built on the latest technology with fully integrated tools to make managing your clients’ investment portfolios smooth and easy:

  • Buy, sell and switch quickly and easily – completely paperless and signature free.
  • FE +Digital solutions enable you to export platform investment holdings directly into FE, avoiding rekeying of data, saving time and reducing the risk of errors.
  • Create compelling, customised and branded client reports, at account or product level, that are easy to understand. The report includes summaries of product holdings and activity, transactions and performance.
  • Our Recommendation tool helps you quickly produce a personalised client suitability letter or report to help explain to your clients why you’re recommending the Scottish Widows Platform.
Explore our tools

Partner with us

We’d love to work with you and help you deliver great value and outcomes for your clients. Get started by partnering with us.
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Multi-asset solutions

Find out more about our diverse range of multi-asset solutions available on the Scottish Widows Platform that provide flexibility to meet a variety of clients’ investment objectives.
Explore multi-asset solutions