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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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Discretionary fund managers
on our platform

Discretionary fund
managers on our Platform

View the names and contact details of discretionary fund managers available on the Scottish Widows platform.

View our DFMs
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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

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.

Openwork Model Portfolios

Exclusively available to Openwork financial advisers are the Omnis Managed Portfolio Service and Openwork Graphene Model Portfolios.

Both solutions provide a straightforward way to invest across a broad range of asset classes to achieve a diversified solution, blended to meet each client’s specific investment objectives and appetite for risk.

Omnis Managed Portfolio Services

The Omnis Managed Portfolio Service gives clients peace of mind with active management of the blend of assets within each of the risk rated portfolios, seeking to reduce the impact of market movements and taking advantage of potential opportunities for additional investment performance.

Graphene Model Portfolios

The Graphene Model Portfolios employ the same blend of different asset classes as are used in the Omnis Managed Portfolio Service, but rather than being actively managed day to day, each portfolio is automatically ‘rebalanced’ back to its long term or ‘strategic’ asset allocation every six months.

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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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