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.
