Scottish Widows
Platform for
Openwork Advisers

Designed to meet the evolving needs of you and your firm, offering dedicated support, innovative tools and a diverse range of investments to help you efficiently manage and grow your client portfolios.

This is a dedicated website for Openwork Advisers.

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Working with Openwork logo
Working with Openwork logo

Award-Winning Financial Adviser Platform

Award Winning Financial
Adviser Platform

At Scottish Widows, we are dedicated to supporting you and your clients now and in the future.

As part of Lloyds Banking Group, we leverage our financial strength and expertise to continually enhance our platform, making it easier for you to conduct business and focus on your clients.

We are proud to hold the highest AKG A rating for financial strength at both platform and provider levels. We are committed to ongoing enhancement to our platform’s technology, service, support, and investment options..

Why use us for your client’s
pension and investment needs?

Why use us for your client’s
pension and investment needs?

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Innovative digital
experience

Innovative digital experience

By consistently enhancing our digital technology and listening to adviser feedback, we will keep improving our platform to meet your evolving needs.
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Award-winning
service and support

Award-winning service and support

We are proud to have been recognised with a range of prestigious industry awards and ratings, showing our financial strength and commitment to support you and your clients.
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Supporting your
investment solutions

Supporting your investment solutions

Use our modern technology to access your exclusive Openwork investment options. Our streamlined processes connect you to the tools and reporting you use every day, helping you easily run your investment proposition.

All of this is underpinned by a comprehensive support team including Business Development Managers, Platform Onboarding Consultants, Service Centre Team and a Live Chat facility on the platform. You will also benefit from a programme of ongoing enhancements to the platform.

Platform and investment industry
news and expertise

Platform and investment industry news and expertise

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

For topical insight and news from our platform 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.

We offer a wide range of Platform products

We offer a wide range
of Platform products

Personal Pension

Flexibility to provide for the most simple or sophisticated requirements, including both the Pension Commencement Lump Sum (PCLS) and Uncrystallised Funds Pension Lump Sum (UFPLS).

Stocks and Shares ISA

Our Flexible Stocks and Shares ISA has access to a wide range of assets, and allows contributions to be replaced if they are withdrawn with in the same tax year.

General Investment Account

Access to a wide range of assets, giving savings the potential for capital growth and income, as well as providing a flexible means of investing and accessing money.

Third Party Investment Account

These allow clients to retain the product features of their existing pension or offshore bond whilst being able to access additional investment opportunities through the Scottish Widows Platform.

Junior Personal Pension

Giving your clients’ children a head start – a parent/guardian will be required to be added to the Account as the registered contact, with the child as the Account holder.

Junior Stocks and Shares ISA

Tax efficient gifting between generations on the Junior Stocks and Shares ISA; available for children up to the age of 18.

Off-Platform products

Scottish Widows offers a wide range of products to meet client needs including Protection, Annuities and Workplace solutions.

These products are only accessible through financial advisers.

Resources for Openwork Advisers

Resources for
Openwork Advisers

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Red Scottish Widows control icon with illustrations of a cog and person

Support hub

Support hub

Support hub for help and guidance.
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Red Scottish Widows spanner icon

Tools & integrations

Tools & integrations

Tools and integrations available on our Platform.
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Red Scottish Widows highlighted list icon

Enhancements

Enhancements

Platform enhancements and future plans.
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Red Scottish Widows literature icon

Literature library

Literature library

Important documents, forms and sales materials.

Get in touch

If you would like any support with getting the most out of using the Scottish Widows Platform please contact us on 0330 678 2545.

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Stylised illustration of a to do list and mug in red and teal colouring