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MARKET LEADING

TECHNOLOGY

A leading-edge technology platform for financial advisers
designed to help you unlock new profitable client
segments via easy-to-use and reliable technology.Platform log-inPlatform log-in

TECHNOLOGY

MARKET LEADING

A leading-edge technology platform for financial advisers
designed to help you unlock new profitable client
segments via easy-to-use and reliable technology.
Working with the Openwork Partnership logo.

SCOTTISH WIDOWS PLATFORM

Designed specifically to meet the needs of an increasingly complex financial landscape, you can now offer an even higher level of service to your clients. At the platform’s heart, is state-of-the-art FNZ technology. It provides easy-to-use online access to over a hundred fund managers and thousands of mutual funds, UK listed stocks and shares and Exchange Traded Assets. It also offers a wide range of tax wrappers including ISAs and Pensions.

It is easy to use, versatile and totally dependable, benefitting as it does, from the financial and technical backing of Lloyds Banking Group. Scottish Widows Platform is a step change in financial services. It is technology to help drive your business forward.

SOLUTIONS FOR ADVICE FIRMS

Our platform is designed specifically for professional financial advisers, bringing together leading-edge technology, a range of tools and an award winning service and support team.

Our suite of tools includes FE, EV Pro, and the CGT tool to help you manage your clients efficiently and effectively. We offer a range of products and services such as Family Linking (the ability to pool the investments of different family members to benefit from improved charging rates) and access to a range of trust options (including allowing a General Investment Account to be written into either Discretionary or Bare Trusts). And 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. You will also benefit from a programme of ongoing functional enhancements on the platform.

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FULL PRODUCT SUITE

A wide range of accounts with access to a broad selection of funds, exchange-traded instruments and Discretionary Model Portfolios.
Products and services
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FULL PRODUCT SUITE

A wide range of accounts with access to a broad selection of funds, exchange-traded instruments and Discretionary Model Portfolios.

Products and services
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ABILITY TO SELF-SERVE

The literature library is designed to help you self-serve, with links to important documents, forms and sales materials.
Literature library
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ABILITY TO SELF-SERVE

The literature library is designed to help you self-serve, with links to important documents, forms and sales materials.

Literature library
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DUE DILIGENCE

Our due diligence pack will help you to evaluate whether our platform is right for your clients and meets your business needs.
Find out more
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DUE DILIGENCE

Our due diligence pack will help you to evaluate whether our platform is right for your clients and meets your business needs.

Find out more

TOOLS AVAILABLE ON OUR PLATFORM

Red cog icon with spanner in the centre.
Red cog icon with spanner in the centre.

We offer EVPro, a new, market leading planning solution to effectively help you manage your clients’ financial aspirations. In addition, we offer an enhanced, FE fundinfo solution to help you with all aspects of assessing and meeting your clients’ investment needs.

We also offer a new and integrated  Capital Gains Tax Tool to help you calculate any realised gains or losses that your clients may or have incurred.

Our integrated client reporting enables you to construct a tailored report for your clients at either Account or product level.

All of these tools are available on the Scottish Widows Platform’s brand new User Interface and are completely independent, so they can show no bias towards a Scottish Widows Platform solution.

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RETIREMENT

Clients need to feel confident they’ll have the level of income at retirement suited to their lifestyle. Our retirement offering will set them on the right path.

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HOW CAN THE SCOTTISH WIDOWS PLATFORM BENEFIT ME AND MY CLIENTS?

In our world of rapid digital change, sometimes predictable is good.

REASSURINGLY PREDICTABLE

While working with clients, the last thing you want are platform problems, so our reliable, proven platform technology in association with FNZ could be just what you’re looking for.

FROM BUILDING WEALTH TO MAKING IT LAST

Whether your clients are looking to grow their wealth or make it last into their retirement, our platform’s rich functionality makes it suitable for a broad range of client types.

GIVING THE REASSURANCE YOU NEED

With your client’s financial future at stake, our commitment to the UK adviser market and our platform provides the dependability and administrative capabilities you expect and need.

With just one client signature needed to give you authority to open wrappers and take other actions, our platform allows you to manage portfolios your way.

EFFICIENCY AND SECURITY

Control who sees what on the platform within your business and decide which of your clients would benefit from accessing their Portfolio online through our mobile optimised portal.

CHOICE AND CONVENIENCE

You’ll enjoy access to around 5,000 funds, over 40 DFMs and UK-listed securities such as ETFs, investment trusts, equities, gilts, and bonds. Allowance ISA trackers, IRESS data integration, two-way integration with Intelligent Office and Distribution Technology and phased investment capability combine to make your job much easier.

FEATURES MADE FOR YOU

Whether moving and managing cash or integrated client reporting, our platform gives you everything you need to support your clients every step of the way.

You’ll also have a suite of tools from EV and FE, supporting financial planning, at your disposal.

Our platform is not only convenient and easy to use, it also prioritises giving your clients peace of mind.

FAMILY DISCOUNTS

We offer charge discounts through a family linking facility for three generations of family members and we pre-fund everything we possibly can, including client withdrawals.

FOR YOU AND YOUR CLIENTS

Your clients are yours alone; we will never proactively market to your clients. Instead, we endeavour to ensure you can deliver on your promises.

CHARGES AT A GLANCE

Fees, charges, costs and more with our structure guide.

Easy to understand charges – at a glance

The support you need, whenever you need it.

TAILORED SOLUTIONS

From technical queries to troubleshooting the platform, our specialist team are ready to respond quickly and effectively.

BUILDING VALUE

With regular round-tables, CPD-accredited events and structured training, we strive to get you the best possible value at all times.

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.

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.

Contact us