Service and Support - Scottish Widows Platform

PEOPLE AND TECHNOLOGY WORKING TOGETHER FOR YOU

At Scottish Widows Platform, we understand that exceptional service is as crucial as innovative technology. That’s why we are dedicated to offering unparalleled, trusted support alongside our cutting-edge platform. Our commitment to providing high-quality service and support is designed to help you deliver the best possible outcomes for your clients.

EXPERT SUPPORT AT EVERY STEP

Our experienced support teams are here to guide you through every aspect of using the Scottish Widows Platform. Designed with efficiency in mind, our platform enables you to handle many tasks independently, streamlining your workflow and enhancing productivity. However, if you need help navigating the platform, understanding new features, or resolving issues, our experts are just a call or click away.

Hear directly from our team about how we want to get things right first time by taking ownership, collaborating and solving the unique challenges you face.

OUR DEDICATED TEAMS

Find out about our dedicated teams and learn how they can assist you in making the most of our platform.

Business Development Managers
Comprehensive Resources

Female support adviser with multi-coloured sweater holds a laptop whilst chatting with customer in a bright office

Our onboarding consultants are here to ensure a smooth transition to the Scottish Widows Platform. They will guide you through our systems to get you started quickly and efficiently, enabling you to make the most of our self-service capabilities and unlocking the full potential of our platform.

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Our skilled service teams based in Dundee and Barnwood are available to assist you with any queries or issues you may encounter through our multi-channel approach. Their expertise ensures you receive timely and relevant support, complementing the platform’s built in self-service features.

Female financial adviser with yellow jacket chatting to clients

Our Business Development Managers are committed to helping you grow your business. They will work closely with you to understand your client base and your business goals and provide their expertise to match our platform proposition to your needs now and in the future.

Woman with grey hair and green shirt sitting looking at her phone.

We provide a comprehensive range of resources to enhance your platform experience. Our Support Hub offers quick answers and detailed guidance, while our user guides provide step-by-step instructions. Stay informed with our Platform Matters newsletter and gain deeper insights through our events and webinars, designed to offer valuable knowledge and expert market-leading insights.

OUR COMMITMENT TO CONTINUOUS IMPROVEMENT

We understand that a platform can never just be about technology, you also need service and support from dedicated experts who are committed to providing the best possible experience to you and your clients. That is why we are consistently investing in our people and processes to keep improving to meet your evolving needs.

GET STARTED TODAY

Experience the difference our high-quality service and support can make. If you’re not yet part of the Scottish Widows Platform, book a demo to learn more about how we can support you.

Book a demo

PARTNER WITH US

We’d love to work with you and help you deliver great value and outcomes for your clients. Get started by partnering with us.

Get started

DIVERSE INVESTMENT SOLUTIONS

Whether you are looking for ready-to-use solutions, or to build your own portfolios, we can offer solutions to suit your needs.

Our investment solutions

AWARD-WINNING SERVICE AND SUPPORT