image of the Scottish widow

WHERE REAL

INNOVATION

MEETS REAL

EXPERTISE

WHERE REAL

INNOVATION

MEETS REAL

EXPERTISE

image of the Scottish widow

Are you looking for a pensions and investments platform that combines market-leading technology with over 200 years of financial services experience? Look no further.

Introducing Scottish Widows Platform.

Custom-built technology backed by expert support. A trusted household name that will never stop bringing you the latest features. A pensions and investments platform that fits around your business.

WHY CHOOSE SCOTTISH WIDOWS PLATFORM?

Number 1 graphic in the Scottish Widows red colour
Number 1 graphic in the Scottish Widows red colour

INNOVATIVE DIGITAL EXPERIENCE

Designed specifically for financial advisers, our state-of-the-art platform can help you unlock new client segments through easy-to-use and reliable technology.

We are committed to working closely with you to continually enhance the platform, ensuring it meets your evolving needs and allows your clients to meet their financial goals.

Discover some of the key areas that we are investing in:

Feature-rich updates

Working with you to continuously improve the platform means you benefit from regular feature-rich updates, providing access to the latest advancements and tools.

Enhanced user interface

We’ve revamped our user interface to be more intuitive and user-friendly, allowing you to navigate the platform with ease and focus on what matters most: your clients.

Seamless integrations

We have an ambition to be the best-connected platform and offer seamless integrations with leading back-office systems, tools, and apps. This means better streamlined processes, reduced admin time and overall enhanced efficiency.

Latest planning and research tools

Empowering you with the latest planning and research tools, means you can make informed decisions when managing your clients’ financial portfolios. Our integrated Capital Gains Tax Tool allows you to calculate the realised gains/losses that you clients have incurred on the platform. We also integrate with powerful tools like EVPro and FE fundinfo which provide invaluable resources for deeper analysis and research. Please speak to your BDM about accessing EVPro.

Number 2 graphic in the Scottish Widows red colour
Number 2 graphic in the Scottish Widows red colour

DEDICATED SERVICE AND SUPPORT

For more than 200 years, we’ve been helping people plan for their future. Our experience and financial strength combined with our digital technology allows us to provide the support you need to deliver a great service to your clients.

Tap into our wealth of knowledge and resources:

Live chat functionality

Our live chat functionality is available on every page, offering immediate assistance and support when you require it.

Real-time data

Our platform provides real-time data and analytics, enabling you to make informed investment decisions and monitor portfolios with precision and accuracy.

Platform onboarding consultants

Our onboarding consultants are ready to guide you through our systems and help you to unlock the full potential of our platform. They provide tailored training and guidance, whether you are new to the platform or wanting to enhance your skills.

Business Development Managers

Once you’re up and running, your BDM can work closely with you to understand your business better and your goals and objectives. They collaborate with our servicing teams to provide you extra technical support and service when required.

Dedicated servicing teams

Our dedicated servicing teams are here to ensure that your needs are met promptly and efficiently. Handling enquiries, resolving issues, and streamlining processes.

Number 3 graphic in the Scottish Widows red colour
Number 3 graphic in the Scottish Widows red colour

RANGE OF PRODUCTS AND INVESTMENTS

We offer a wide range of products and investment options to cater to different client requirements and risk profiles.

Product Choice

The platform offers access to a Personal Pension, Junior Personal Pension, Stocks and Shares ISA, Junior Stocks and Shares ISA, GIA and a Third Party Investment Account.

Investment Options

We deliver a varied range of funds to support both capital and income requirements, with coverage across the asset class spectrum. You will have all the essential components to build a compelling centralised investment proposition or a bespoke client strategy.

We offer:
  • around 5,000 mutual funds
  • around 3,000 exchange-traded investments, including listed securities, investment trusts, and ETFs; and
  • a wide range of model portfolios from recognised Discretionary Investment Managers.

EXPERIENCE OUR PENSION AND INVESTMENT PLATFORM

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, 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.

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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.