TOOLS & CALCULATORS

Tools to help you and colleagues in the research and advice process. Note that not all tools are available on all Scottish Widows propositions.

Find out more about how to conduct independent fund research and analysis via The Adviser Centre, or browse our technical notes in Technical Corner.

TOOLS AVAILABLE ON OUR PLATFORM

We offer EVPro, a new, market leading planning solution to effectively help you manage your clients’ financial aspirations. Speak to your Business Development Manager about accessing EVPro. In addition, we offer an enhanced FE fundinfo solution to help you with all aspects of assessing and meeting your clients’ investment needs.

We also offer a new and integrated Capital Gains Tax Tool to help you calculate any realised gains or losses that your clients may or have incurred.

All of these tools are available on the Scottish Widows Platform’s brand new User Interface and are completely independent so can show no bias towards a Scottish Widows Platform solution.

image of people using the Scottish Widows platform on both mobile and laptop.

RECOMMENDATION TOOL

Useful suitability paragraphs for your client reports.

Calculator icon
Calculator icon mobile

CARRY FORWARD CALCULATOR

Annual allowance and carry forward calculator.

Woman in a pink top entering the door of a glass fronted building.

ADDITIONAL TOOLS

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

THE ADVISER CENTRE

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