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Why choose us

Scottish Widows Platform:
Powering advice

Scottish Widows Platform: Powering advice

We believe that quality financial advice delivers better client outcomes. That’s why we champion a strong, sustainable advice market that works for both financial planning businesses and their clients.

Backed by the scale, ambition and stability of Lloyds Banking Group, Scottish Widows Platform has the financial strength, capability, and expertise to be your trusted platform partner for the long term.

Our modern digital platform works in partnership with you to help deliver great client outcomes, build enduring value in your business, and achieve your long-term objectives.

Trusted platform partner

We’re more than just a great platform. We work alongside you to help deliver great client outcomes and create value for your business.

We share timely insight and expertise through research, thought leadership articles and vodcasts, helping you stay ahead of market change and prepare both you and your clients for the future.

Our model is unique in the market, we can offer wider access to a range of insurance products and commercial banking capabilities to support your business objectives. We hold the highest AKG financial strength rating at both platform and provider level, evidence that you can rely on us to be your stable, long-term partner.

Explore our awards and independent ratings

Committed to the advice market

Committed to the
advice market

We believe in the value of advice to drive great client outcomes, build enduring value in your business, and help Britain prosper.

We’re here for the long term, drawing on over 200 years of experience to support and strengthen the retirement and investment market on behalf of you and your clients.

Our ongoing investment in the platform reflects this commitment, driving innovation and delivering enhancements to ensure we continue to evolve in line with adviser and client needs and the changing market.

See how we continue to invest in the platform

Easy to do business with

Easy to do business with

With a strong track record and an ambitious roadmap, our modern digital platform delivers a smooth, intuitive adviser experience. Seamless onboarding, time‑saving straight‑through processing and support from our experienced colleagues helps make doing business simpler.

Our well‑connected platform integrates with the back‑office systems, tools and apps you use every day, streamlining processes, reducing friction and improving productivity. Our range of pension and investment wrappers helps you meet client needs and deliver great outcomes.

Watch our video to find out how we continue to invest in our platform, with technology shaped by adviser feedback to support your evolving needs.

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Get started on the platform

Visit our support hub for help and guidance on how to start working efficiently on the platform.

Get started

Products and wrappers to
meet your clients’ needs

Find out more about a wide range of pension and investment wrappers the platform offers.
Our products

Learn more about
Scottish Widows Platform

Some common questions you might have about our Platform.

Scottish Widows Platform is a pension and investment platform designed for financial advisers. It helps advisers manage and grow client portfolios through integrated digital technology, a wide range of investment options, and ongoing support. The platform is backed by Lloyds Banking Group and is focused on making it easier for advisers to deliver great client outcomes and grow the value of their business.

Advisers choose Scottish Widows Platform for its combination of financial strength, modern digital experience that makes it easy to service clients, and ongoing investment in platform improvement. The platform is designed to be easy to do business with, supporting advisers through streamlined processes, integration with everyday tools, and ease of reporting for client reviews. Continual investment in platform enhancements demonstrates Scottish Widows long term commitment to the market.

Scottish Widows Platform is backed by Lloyds Banking Group, providing scale, stability and long-term financial strength.

The platform holds the highest AKG ‘A’ financial strength rating at both platform and overall Scottish Widows provider level, based on an independent assessment of operational financial strength from an adviser and customer perspective.

View our awards and ratings.

Scottish Widows Platform is designed to simplify day-to-day activity through streamlined onboarding, straight-through processing and intuitive digital journeys.

By reducing administration and improving workflow efficiency, advisers can focus more time on clients and less on platform processes.

Learn more about our Platform digital experience.

Yes. Scottish Widows Platform integrates with a range of adviser back-office systems, tools and applications.

These integrations help reduce duplication, improve data accuracy and support efficient client servicing and reporting, and will continue to evolve as the platform develops.

Find out more about our tools and integrations.

Scottish Widows Platform has received a number of positive ratings and benchmarks from respected independent industry experts. These include receiving the highest AKG ‘A’ financial strength rating at both platform and overall Scottish Widows provider level. These ratings assess operational financial strength from an adviser and customer perspective and are commonly used by advice firms as part of their platform due diligence processes.

View our latest awards and ratings.

Advisers using Scottish Widows Platform have access to ongoing support alongside the digital platform experience.

This includes an online Support Hub with guidance and resources, as well as customer service teams available via live chat or phone when support is needed.

Visit our Support hub.

Scottish Widows Platform works alongside advisers by sharing insight, expertise, and ongoing enhancements to help firms respond to market change.

The platform’s development roadmap is shaped by adviser needs, supporting firms as regulation, technology, and client expectations continue to evolve.

Read our latest insights.

Scottish Widows Platform is investing significantly in technology, service, support, and investment options. We are committed to investing in the platform to continually enhance the adviser experience.

Find out about our platform updates.

Yes. Scottish Widows is firmly committed to the adviser market for the long term, supporting advisers and their clients both now and in the future. Backed by Lloyds Banking Group, the platform continues to invest in its proposition, technology and services to help advisers deliver strong client outcomes and grow the value of their businesses.

You can find more information on our recent platform enhancements and future roadmap here.