Why choose us

Scottish Widows Platform is a pension and investment platform designed for financial advisers. It helps advisers manage and grow client portfolios through integrated digital technology, a wide range of investment options, and ongoing support. The platform is backed by Lloyds Banking Group and is focused on making it easier for advisers to deliver great client outcomes and grow the value of their business.

Advisers choose Scottish Widows Platform for its combination of financial strength, modern digital experience that makes it easy to service clients, and ongoing investment in platform improvement. The platform is designed to be easy to do business with, supporting advisers through streamlined processes, integration with everyday tools, and ease of reporting for client reviews. Continual investment in platform enhancements demonstrates Scottish Widows long term commitment to the market.

Scottish Widows Platform is backed by Lloyds Banking Group, providing scale, stability and long-term financial strength.

The platform holds the highest AKG ‘A’ financial strength rating at both platform and overall Scottish Widows provider level, based on an independent assessment of operational financial strength from an adviser and customer perspective.

View our awards and ratings.

Scottish Widows Platform is designed to simplify day-to-day activity through streamlined onboarding, straight-through processing and intuitive digital journeys.

By reducing administration and improving workflow efficiency, advisers can focus more time on clients and less on platform processes.

Learn more about our Platform digital experience.

Yes. Scottish Widows Platform integrates with a range of adviser back-office systems, tools and applications.

These integrations help reduce duplication, improve data accuracy and support efficient client servicing and reporting, and will continue to evolve as the platform develops.

Find out more about our tools and integrations.

The Scottish Widows Platform Asset Transfer Service supports adviser firms to consolidate client assets onto our Platform. Delivered in partnership, it simplifies the process and allows assets to move in a controlled, planned way, at a pace that’s right for advisers and clients.

Find out more about SW Asset Transfer Service.

Yes. We’re proud to be the first platform to integrate with Origo Asset Migration (OAM), developed in partnership with Origo as their launch partner.
This innovative solution connects advice firms directly to our platform, streamlining the capture, cleansing and transfer of client data. OAM ensures data accuracy and compatibility, reducing errors and eliminating manual re‑work to accelerate transfers. It also enhances workflow through built‑in audit and tracking features that improve reporting, transparency, and communication.

We are working closely with Origo, gathering adviser feedback that will steer the ongoing development of this solution.

Find out more about SW Asset Transfer Service.

Scottish Widows Platform supports adviser due diligence through independent financial strength ratings and dedicated due diligence resources and tools.

Using trusted benchmarks, such as AKG and Defaqto, can help advisers demonstrate that they are placing clients with a financially strong and stable platform partner.

Visit our Due diligence hub.

Scottish Widows Platform has received a number of positive ratings and benchmarks from respected independent industry experts. These include receiving the highest AKG ‘A’ financial strength rating at both platform and overall Scottish Widows provider level. These ratings assess operational financial strength from an adviser and customer perspective and are commonly used by advice firms as part of their platform due diligence processes.

View our latest awards and ratings.

Advisers using Scottish Widows Platform have access to ongoing support alongside the digital platform experience.

This includes an online Support Hub with guidance and resources, as well as customer service teams available via live chat or phone when support is needed.

Visit our Support hub.

Scottish Widows Platform works alongside advisers by sharing insight, expertise, and ongoing enhancements to help firms respond to market change.

The platform’s development roadmap is shaped by adviser needs, supporting firms as regulation, technology, and client expectations continue to evolve.

Read our latest insights.

Scottish Widows Platform is investing significantly in technology, service, support, and investment options. We are committed to investing in the platform to continually enhance the adviser experience.

Find out about our platform updates.

Yes. Scottish Widows is firmly committed to the adviser market for the long term, supporting advisers and their clients both now and in the future. Backed by Lloyds Banking Group, the platform continues to invest in its proposition, technology and services to help advisers deliver strong client outcomes and grow the value of their businesses.

You can find more information on our recent platform enhancements and future roadmap here: