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For Professional Advisers only

INVESTMENT OPTIONS

Through the Platform, we provide access to a variety of Accounts and investing options, as well as a wide selection of mutual funds and exchange traded assets, giving you the flexibility you need to meet the demands of your clients’ investment strategies.

ADVISER MODEL PORTFOLIOS

We have functionality available for advisers who are confident in building their own Model Portfolios within the platform.
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MORNINGSTAR MODEL PORTFOLIOS

There are 10 risk rated model portfolios available from Morningstar through the Scottish Widows Platform. These can be useful starting points to help you target different clients’ investment needs, and could help save you the time, effort and expense of building and maintaining your own portfolios.
Guide to Morningstar model portfolios

HORIZON MULTI-ASSET FUNDS

Embark Investments offers the Horizon Fund range, five actively-managed multi-asset portfolios designed to align with an investor’s chosen risk profile and deliver long-term returns for affluent and high net worth investors. Embark Investments is the Authorised Corporate Director of the funds.
Visit the Embark Investments website

DISCRETIONARY FUND MANAGERS

A number of discretionary-managed model portfolios are available through the Scottish Widows Platform with the Investment account, Pension account, TPIA, ISA and Junior suite products. For a full list of the discretionary fund managers on the Scottish Widows Platform, download the DFM list.
Download DFM list

THE ADVISER CENTRE

Impartial fund and investment research – benefit from select fund lists, sector perspectives, market reviews and more.

Visit the Adviser Centre