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Products and services

A wide range
of available products

A wide range
of available products

Our Platform proposition is designed to help you deliver the services your clients are looking for. Whether they are looking for simple savings through an ISA or a Personal Pension with full drawdown capability, our products and features will help them into and through retirement. All of our Accounts are designed to be managed by you, with nearly all transactions completed digitally and no need for a wet client signature.

View our products

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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Flexible Stocks and Shares ISA has access to a wide range of assets and allows contributions to be replaced if they are withdrawn with in the same tax year.
Stocks and Shares ISA
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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.
General Investment Account
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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.
Third Party Investment Account
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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 Personal Pension
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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.
Junior ISA

Offshore bonds

Canada Life and Utmost international logos.

We have agreements with certain International Bonds Providers where we provide administration, custody and execution only services to the Bond Provider in relation to the funds held on the platforms. We do this using the functionality of our Third Party Investment Account (TPIA), which allows you to manage all, or part of the assets in an International Bond.

We currently have agreements in place with Canada Life International and Utmost International, for more information about the products these companies offer, please visit their websites:

Visit Canada Life International      Visit Utmost International

Literature library

The home for all regulatory documents, guides and forms for advisers, clients, and discretionary managers.
View literature library

Family linking

Our Family Linking option allows you to secure a lower Platform charge for clients who are direct family members.
More on family linking