Recommendation Tool

RECOMMENDATION TOOL FOR ADVISERS

This tool can help you explain to your client why you’re recommending the Scottish Widows Platform and can be used to produce a client suitability letter or report. You can choose from a range of paragraphs, which give details on the features and benefits of our Platform, showing how this could be the right solution for your clients.

This tool is for adviser use and the ‘reasons why’ paragraphs are to be used as a guide only. Any paragraphs used with your clients in a suitability letter must be approved by your own compliance team.

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OUR PLATFORM TOOLS

Access to a range of independent tools from EV and Financial Express. All of which are available on the Platform’s brand new User Interface.

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ADVISER-FOCUSED PILLARS

BETTER DIGITAL
EXPERIENCE

We introduced a new, simplified user interface that provides a greatly improved look and feel and more efficient user journeys with less clicks to access important data; full mobile device access; and a broader range of integrations with adviser back-office systems.

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DEDICATED SERVICE AND SUPPORT

Advisers can now receive same-day payments via faster payments and CHAPS; we also brought in a range of functional improvements for DFMs and Model portfolios and the ability for GIAs to be written in Trust.

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RANGE OF PRODUCTS AND INVESTMENTS

Lastly, we added the ability to benefit from tiered charging on family linked accounts; greater flexibility for advisers to set and time charges; as well as range of tools and apps that improve the value of our platform.

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