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We’re continually evolving our digital Platform based on your feedback, ensuring it meets the needs of you and your clients. Backed by the financial strength of Lloyds Banking Group and with a clear delivery roadmap, this means we can provide you with a great value for money platform proposition.
This page provides a summary of our recent enhancements, as well as what we’ve previously delivered and a sneak peak of what’s coming up in the future.
Based on your feedback, we’ve enhanced this document to make it easier for you and your clients to understand.
Find out more by reading our Platform Updates.
UFPLS illustrations will now, where applicable, show a tax-free cash amount less than 25%. Providing a better view of the impact of the Lump Sum Allowance, helping you have better client conversations.
Here’s a view of some of the enhancements we plan to deliver in the future. Note, the items listed may be subject to change, so keep up to date by visiting this page regularly.
| Easier client conversations | Easier to service clients | Better client outcomes |
| Enhanced new business illustrations | Multiple journey, reporting and user experience improvements delivered across numerous releases since launch | Financially strong home for your client’s money – Top AKG financial strength rating (provider and platform) |
| Streamlined platform charges and information (CID changes) | Integrated CGT tool and automated Bed & ISA process | Adobe Sign removing need for paper signature |
| Recommendation tool supporting suitability letters | Online Drip-feed Drawdown functionality | Changed timing on income and withdrawal instructions – pull forward for weekend and bank holidays |
| Integrated client report | Multiple tool integrations including Oxford Risk Investor Compass, Voyant AdviserGo, EvPro and ATEB Suitability Tool | Origo Letter of Authority and Unipass |
| Enhanced display of information on user interface: – Tax relief – ISA allowance used/remaining – Account charges – Client information journey bar |
Improved telephony system, call routing, web chat and screen sharing | Removal of platform charge on cash |
| Sustainability Disclosure Requirements Investment labelling | Support hub on adviser website |
A central resource for help and guidance on the Scottish Widows Platform. Designed to help you get familiar with our platform.