Tools & calculators

Tools available on our platform

Tools available
on our platform

At Scottish Widows we understand that efficiency and insight are vital for you to deliver great client outcomes.

That’s why our Platform combines powerful tools and reporting with seamless integrations to the tooling you use every day. Supporting your end-to-end processes, making it easier for you to work smarter, reduce admin and focus on helping your clients.

Find out more about the tools and integrations available after you log into the platform.

Tools available without login

Close up of laptop screen showing the Scottish Widows Platform recommendation tool

Recommendation tool

Useful suitability paragraphs for your client reports.

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Carry forward calculator

Annual allowance and carry forward calculator.

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Due Diligence Tool

Be sure our Platform is right for you and your clients.

Additional tools

Stylised illustration of a calculator in red and teal colouring
Stylised illustration of a calculator in red and teal colouring

Explore a range of additional tools and calculators from Scottish Widows that may be able to support you and your pension clients.

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Support hub

Support hub

Support hub for help and guidance.
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Tools & integrations

Tools & integrations

Tools and integrations available on our Platform.
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Enhancements

Enhancements

Platform enhancements and future plans.
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Get in touch

Get in touch

Live platform support at
the click of a button.