WELCOME TO YOUR NEW LOOK PLATFORM - Scottish Widows Platform

At Scottish Widows Platform, we are continually striving to offer the best possible user experience for you and your clients using our market leading platform technology. We have worked hard to ensure our improved offering provides you much more than just new screens. From intuitive navigation, clearer dashboards, through to easier reporting and document accessibility, these latest developments will, we are sure, not only enhance your experience of using our platform but offer you and your clients multiple efficiencies.

Your new look platform is now live. This site explains the key updates in more detail and provides you with lots of helpful guides and FAQ’s to help you and your clients get familiar with the changes.

LATEST UPDATES

We have recently introduced some further improvements to the Scottish Widows Platform user experience.

Click here to view the latest release information.

WHAT DO I NEED TO DO?

All you need to do to access your new look platform is click the following web address and log in with your usual username and password. That’s it! If you have forgotten your password click the button below and select “Request a new password”.

scottishwidows-platform.com

Please note, the first time you login to your new look platform, you will be asked to set a memorable pin.

We recommend you bookmark the web address scottishwidows-platform.com in your favourites so that you have it to hand whenever you want to access your account.

Hands working on tablet with a Scottish Widows Platform visual on the screen

If you have any issues with logging in you can start a live chat or speak to one of our consultants on 0330 024 2345*.

All existing investment instructions or withdrawals will remain in place and the availability of the platform will not be affected.

*Telephone lines are open 08:30 – 17:00 Monday to Friday and calls may be recorded for training and monitoring purposes.

THE BENEFITS OF THIS NEW USER EXPERIENCE

A more intuitive user experience – This user interface has been designed to make your life easier – it’s set up to adapt to your changing needs.

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

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

Simplified illustration journeys – Allowing you to provide your client quotes quicker.

Streamlined onboarding journeys – Helping you write new business quicker.

Smoother transfer journeys – Specifying individual investments for a full transfer is no longer required.

Access to the Fund Research Centre and associated tools – Our fund research centre with FE Fund Info (previously Financial Express). It will support you in finding investments to match your clients’ needs. It is also available for your clients to use.

Easier trading journey – Our new shopping basket functionality uses best practise from ecommerce sites to help you and your clients quickly buy investments.

Scottish Widows Platform benefits wheel graphic. Circles include the words: A more intuitive user experience, Increased help and support, Security updates, Simplified illustrations, streamlining onboard journeys, smooth transfer journeys, Access to fund centre & tools, easier trading journey.

“This new look platform shows our commitment to developing our technology to improve our clients’ experience of using our platform. We hope these changes are going to make the world of difference to our clients and we will continue to listen to all feedback to make sure our products suit the changing needs of our customers.”

Jude Nicol
Customer Services Director

HELPFUL GUIDES

Here you can find a list of guides which will help you and your clients get accustomed to using the functionality. We hope you find these useful. Please note there is also a helpful client site where clients can access guides specifically made for them and relevant FAQ’s.

User guide documentation

Client guide to adding bank account details

Client trading user guide

FE Fund Centre user guide

Trading user guide

Adviser dashboard user guide

CGT user guide

Client dashboard user guide

Firm report guide

New business user guide

Resetting your password

Suitability paragraphs

The client report builder guide

The client report guide

Managing my clients user guide

Security user guide

FREQUENTLY ASKED QUESTIONS

We have compiled a list of frequently asked questions which we hope will help you. Click here to visit our FAQ page for the new look platform.

CONTACT US

If you have any questions at all and can’t find support through the above guides and videos, please contact our support centre. We’re open weekdays from 08:30 – 17:00.

We also offer a live chat service on the platform itself if you have any issues whilst navigating the platform.

e service@scottishwidowsplatform.co.uk
t 0330 024 2345