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Due diligence

Ensuring our platform is right
for you and your clients

It’s important that the platform you recommend is right for your clients and your business. Here you’ll find everything you need to carry out your due diligence on Scottish Widows Platform.

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Scottish Widows Platform
Due Diligence Tool

This tool can be used to create and download a tailored
report to support your platform research.

Due Diligence Tool
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Scottish Widows
Horizon Funds

Due Diligence Guide for the Scottish Widows
Horizon Multi-Asset Funds.

Download Horizon guide

Financial strength

Your clients want to know the institutions they’re investing with or through are financially robust.

AKG, an independent research company, specialises in providing financial strength ratings for providers and platforms. AKG’s ratings are widely used as a measure of an institution’s stability and reliability.

Scottish Widows Platform achieved an A | Superior rating.

Scottish Widows achieved a Provider rating of A | Superior.

Explore the details behind these ratings in the reports below.

AKG platform report      AKG provider report

Getting started: useful links

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Support hub

Support hub

Support hub for help and guidance.
Visit Support hub
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Literature library

Literature library

View literature including KFDs and T&Cs.
View literature
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Consumer Duty

Consumer Duty

Assessment of fair value reports.
Read Reports
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Integrations

Integrations

Back-office systems that integrate with our platform.
View integrations
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Platform tools

Platform tools

Tools available on our platform.
View platform tools
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Our products

Our products

Find out more about our products.
Our products

Partner with us

Done your due diligence and ready to take the next steps? We want to help you deliver great value and outcomes for your clients. Get started by partnering with us.
Get started

Latest insights

For topical insight and news from our investment experts, and our view on latest trends in the adviser platform market, please visit our insight hub.
Our insights