Login Book a demo
image of the Scottish widow

WHERE

INNOVATION

MEETS

DIVERSE

INVESTMENT SOLUTIONS

image of the Scottish widow

WHERE

INNOVATION

MEETS

DIVERSE

INVESTMENT SOLUTIONS

SCOTTISH WIDOWS PLATFORM

Welcome to Scottish Widows Platform.

Thank you for considering partnering with us. Our award-winning platform is designed to meet the needs of today’s financial advisers and also provide the trusted support and innovative tools necessary for you to efficiently manage and grow your client portfolios.

Book a demo

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.
  • 5-star 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 provide 5-star service 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.

5-STAR SERVICE

Delivered to you and your clients.

5-STAR 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.

Red opening quote Icon
“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

We are committed to investing further to continue refining and improving our proposition and empowering you with the latest tools, technology and expert service to help your clients achieve their financial goals.

Book a demo session with one of our team members today 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.

  • Keep informed with our insight and analysis emails, plus product news and CPD. Choose your email updates.
  • This field is for validation purposes and should be left unchanged.

EXPLORE ADDITIONAL RESOURCES

Adviser platform user guide cover

Adviser platform guide

Introducing Scottish Widows Platform It’s the pensions and investment platform that fits around your business

Scottish Widows Platform brochure

Adviser platform Due diligence guide cover

Adviser due diligence guide

Adviser platform user guide cover

Client platform guide

Scottish Widows Platform: What differentiates your platform versus other providers in the market? article

What differentiates your platform versus other providers in the market?

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