Partner with us - Scottish Widows Platform

Our award-winning platform is designed to meet the evolving needs of today’s financial advisers, offering dedicated support and innovative tools to help you efficiently manage and grow your client portfolios.

Not yet part of Scottish Widows Platform? Learn how we can support your business and get started today.

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WHAT OUR AWARD-WINNING PLATFORM PROVIDES

An innovative digital experience, we support you and your clients with great technology and tools to make your life easier and increase your productivity.
Award-winning service and support, our colleagues use their expertise to deliver great service and support you to navigate change.
Diverse investment solutions, we enable you to invest your client’s money in line with your firm’s investment proposition and your clients’ goals.
Value for money which enables you to deliver great client outcomes.

Our experienced team are ready to meet with you to discuss how our platform can help you deliver great client outcomes and support you in developing your business. We will support you through due diligence and platform selection and have developed our onboarding process to build and deliver a comprehensive training program focused on your needs. Once you’re up and running with us, we will continue to provide any support necessary to you and your clients.

BUSINESS DEVELOPMENT

Enabling you to deliver great client outcomes.

BUSINESS DEVELOPMENT

Enabling you to deliver great client outcomes.

Our Business Development Managers (BDMs) engage with clients to understand their business needs and discuss how our platform can deliver value.
Our experienced BDMs, located across the UK, offer both face-to-face and remote support tailored to your business requirements.
They invest time in understanding your business and aligning it with our platform proposition.

PLATFORM ONBOARDING

Helping you unlock the full potential of our platform.

CONNECT WITH EXPERTISE

Helping you unlock the full potential of our platform.

Our Platform Onboarding Consultants work closely with our BDMs to create customised training plans. These plans include comprehensive demonstrations of platform capabilities and personalised support for submitting initial cases.
Your Onboarding Consultant will remain by your side until you feel confident using the platform.
Additionally, they provide training for new features and offer refresher training to support new hires within your business.

AWARD-WINNING SERVICE

Delivered to you and your clients.

AWARD-WINNING SERVICE

Delivered to you and your clients.

The Scottish Widows Platform provides an innovative digital experience, supported by our customer service teams based in Dundee and Barnwood.
Our platform is designed for straight-through processing across more than 50 processes. However, we also recognise the importance of human support when you need assistance.
Our service teams are available via live chat or telephone, ensuring a seamless experience for our users.

SPECIALISTS AND TECHNICAL SUPPORT

Expert guidance when you need it.

SPECIALIST AND TECHNICAL SUPPORT

Expert guidance when you need it.

Our field-based specialists offer tailored presentations on specific topics, while our head office technical specialists provide assistance with complex cases.
We share educational Tech Talks and webinars as part of our platform offering.
Furthermore, The Adviser Centre provides free and impartial investment research, explaining and contextualizing funds using a quality, value, and utility approach.

OUR ONBOARDING SUPPORT

94% of advisers were satisfied by
the overall training experience

After completing training, 73% of
advisers were extremely or very confident
in their ability to use the Platform

Advisers who have completed our onboarding journey, have shared that they value our training support program, which boosts their confidence in navigating the platform and completing tasks effectively.

We understand that confidence levels can vary and our service teams offer ongoing training and support. We also have relevant user guides, live chat, and our support hub to assist you every step of the way.

“I thoroughly enjoyed the training session. Your Onboarding Consultant is an extremely knowledgeable and effective trainer. The information was presented in a logical and clear manner, whilst allowing plenty of opportunity to ask questions as they arose. Thank you very much for this helpful information.”

Source – Scottish Widows survey of 85 advisers who received training between Feb and April 2024

“Very useful training which gave me an excellent overview of the platform.”

Source – Scottish Widows survey of 85 advisers who received training between Feb and April 2024

“Your onboarding consultant explained everything clearly and took his time to check that we had all understood the point being made. He fills us with confidence when he conducts these sessions.”

Source – Scottish Widows survey of 85 advisers who received training between Feb and April 2024

TAKE THE NEXT STEP, BOOK A DEMO

To get a closer look at our pension and investment platform, book a demo session with one of our team members and let’s start taking on the future together.

If you have a general enquiry, password reset request, wish to register a new client or any other issue with your account please complete the form on our contact page and a member of our team will respond to you.

EXPLORE ADDITIONAL RESOURCES

WHAT DIFFERENTIATES OUR PLATFORM VERSUS OTHER PROVIDERS IN THE MARKET?

Read our latest article from Jonathan Sandell, Individual Propositions Director at Scottish Widows where he discusses why collaboration, connectedness and commitment are key to differentiating our platform.

Read the article