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We’re continually evolving our digital Platform based on your feedback, ensuring it meets the needs of you and your clients. Backed by the financial strength of Lloyds Banking Group and with a clear delivery roadmap, this means we can provide you with a great value for money platform proposition.
This page provides a summary of our recent enhancements, as well as what we’ve previously delivered and a sneak peak of what’s coming up in the future.
The Scottish Widows Platform now integrates with Finplan (Twenty7tec) for bulk valuations.
Our aim is to connect with the key systems and tools you use to drive efficiency and allow you to focus on delivering for your clients.
We’re continually adding new back-office providers – find out more by visiting our Platform Integrations Page.
With a single Platform instruction, you can now sell investments within a client’s General Investment Account (GIA) and use the proceeds, or cash held within the GIA, to top-up an existing Individual Savings Account (ISA).
This simple automated journey can:
Find out more by reading our Bed & ISA guide.
For bank details, you can now add or view Building Society roll numbers online for your clients – saving you time, and removing the need to contact us.
Our Platform now integrates with ATEB Suitability, an application that can help you to produce simple yet comprehensive suitability reports.
Users can link their ATEB licence with their Platform credentials, allowing a Platform client’s details to be seamlessly pulled into a suitability report, reducing rekeying time and potential errors.
Find out more about the useful tools we integrate with on our Platform Tools page.
Here’s a view of some of the enhancements we plan to deliver in the near future. Note the items listed may be subject to change, so keep up to date by visiting this page regularly.
A central resource for help and guidance on the Scottish Widows Platform. Designed to help you get familiar with our platform.