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Consolidating client assets onto Scottish Widows Platform can de-risk your business, improve your productivity and help deliver better client outcomes. However, it’s understandable to approach this with caution, particularly when the process can appear lengthy or complex.
Our Asset Transfer Service removes friction. Working in partnership, we’ll support you at each stage of the journey. Simplifying the process and allowing you to move assets at a pace that’s right for you and your clients.
Backed by the scale, ambition and stability of Lloyds Banking Group, Scottish Widows Platform has the financial strength, capability, and expertise to be your trusted platform partner. Our modern digital platform works in partnership with you to help deliver great client outcomes, build enduring value in your business, and achieve your long-term objectives.
Find out more reasons to choose Scottish Widows Platform.
Speak to your Scottish Widows Business Development Manager for more information about our Asset Transfer Service.
If you’re not yet part of Scottish Widows Platform, book a demo to explore our Platform’s capabilities firsthand.
We work with you to remove friction from the process.
Our Asset Transfer Service provides structured, hands-on support and partnership for advice firms looking to consolidate client assets onto Scottish Widows Platform. Every firm and asset consolidation journey is different. That’s why we define and implement a considered plan, providing clarity, oversight and reassurance at every stage.
Our Asset Transfer Service team will work with you, your Business Development Manager and Platform Onboarding Consultant. With a phased approach that flexes to match your ways of working.
Transferring client assets en masse between platforms can be time-consuming, especially when rekeying client data.
That’s why we’re proud to be the first platform to integrate with Origo Asset Migration (OAM), developed in partnership with Origo as their launch partner.
This innovative solution connects advice firms directly to our platform, streamlining the capture, cleansing and transfer of client data. OAM ensures data accuracy and compatibility, reducing errors and eliminating manual re‑work to accelerate transfers. It also enhances workflow through built‑in audit and tracking features that improve reporting, transparency, and communication.
We are working closely with Origo, gathering adviser feedback that will steer the ongoing development of this solution.
Speak to your Business Development Manager to find out more about our Asset Transfer Service and how it integrates with OAM. Or discover the full benefits on Origo’s website.
Mark Hampson, Owner, Premier Financial Advice
If you’re not yet part of Scottish Widows Platform, book a demo to explore our Platform’s capabilities firsthand.