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Investment options

Power your investment proposition
with Scottish Widows Platform

Power your investment proposition with Scottish Widows Platform

Through the platform we make available a comprehensive choice of mutual funds and exchange traded assets, as well as providing access to a range of accounts and investment solutions giving you the flexibility you need to deliver to your clients’ investment strategy needs.

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Exclusive investment options
for Openwork advisers

Exclusive investment options
for Openwork advisers

Omnis Investments

Omnis Investments, part of the Openwork Group, offers a range of funds available exclusively to Openwork financial advisers.

The Omnis approach is to look across the whole market and work with some of the best fund managers in the world. This best-of-breed approach enables Omnis to use fund managers who are the leaders in their particular field, offering your clients the potential to maximise their investment returns.

The Omnis fund range includes sector funds providing access to various asset classes and geographic regions of the world, multi-asset, multi-manager, income and distribution funds. The funds have been carefully designed to help you build an investment solution that accurately reflects your clients’ requirements and their attitude to risk.

Omnis Agility

A discretionary portfolio solution combining predominantly active management with selective passive exposure.

  • Four globally diversified portfolios across a range of risk levels.
  • Combines Omnis funds with third‑party Exchange Traded Funds (ETFs).
  • Active management aims to add value, while ETFs enhance cost efficiency, flexibility and global market access.
  • Centralised oversight, with asset allocation and fund manager selection handled by Omnis.
  • Minimum investment: £10,000.

Omnis Managed Portfolio Services

A discretionary portfolio solution offering fully active exposure.

  • Four ready‑made, diversified portfolios across multiple asset classes.
  • Invests exclusively in Omnis funds.
  • Centralised oversight, with asset allocation and fund manager selection handled by Omnis.
  • No minimum investment.

Omnis Managed Funds

A range of three actively managed multi‑asset funds

  • Three risk‑rated funds aligned to different client profiles.
  • Managed by Schroders using an active investment approach.
  • Unitised structure supporting ease of access and administration.
  • No minimum investment.

Omnis Access

A range of four multi‑asset passive funds

  • Built using index‑tracking investments from Legal & General Asset Management (L&G).
  • Omnis sets the strategic asset allocation framework.
  • L&G manages day‑to‑day implementation and rebalancing.
  • Unitised structure supporting ease of access and administration.
  • Suitable for clients seeking a passive approach within a strong governance framework.
  • No minimum investment.
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PruFund on
Scottish Widows Platform

PruFund is one of the UK’s most diversified multi‑asset fund ranges designed to support clients as they prepare for and move through retirement. Built into our straightforward digital journeys, Scottish Widows Platform offers you a seamless way to incorporate into clients’ portfolios.

More on PruFund

Offshore bonds

We have an agreement with International Bonds Provider, Utmost International, 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.

For more information, please visit Utmost International website:

Visit Utmost International

Adviser Support Hub

Visit the Support Hub for essential guidance and resources to help you work more efficiently.

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Client guides

Looking for regulatory documents, guides and forms to help your clients? Visit here.

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