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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.
We’ve made the following recent integrations to our Platform:
Oxford Risk Investor Compass: We now integrate with this investment suitability software tool, helping you match clients to more tailored investment solutions. Link your existing licence with your Platform credentials to seamlessly pull client details directly into the tool, reducing rekeying and data errors. Find out more by visiting Platform Tools.
AdviceObjects: The Platform now integrates with AdviceObjects for bulk valuations. This integration can save you time and help provide quick, accurate client data. Find out more by visiting Platform Integrations.
Perspective Financial Group: We now integrate with the Perspective Group’s in-house back-office software for bulk valuations. Find out more by visiting Platform Integrations.
We’ve made the following updates to our Platform over March and April:
Gilt yield distribution process: We’re introducing a new process to allocate Gilt Yields and other Crest-able assets (ETIs, ETFs, Gilts) to client accounts on the day of receipt, provided all requirements are met. This will streamline the process, reduce delays, and improve investment management efficiency.
New callback feature: We’ve added a new callback feature to enhance your Platform contact centre experience. Now, when you call, you can choose to stay on hold or request a callback without losing your position in the queue.
Platform transfers: All transfers can be instructed digitally on the Scottish Widows Platform, which is integrated with the Origo Transfer Service, ensuring a smooth and efficient process. To support you, we’ve created a new guide that covers everything you need to know for a seamless experience. View our new Transfer Guide.
At the end of last year, we responded to the FCA’s Sustainability Disclosure Requirements by introducing a new tab into our FE Fund Centre, allowing you to easily identify funds with sustainability labels and consumer-facing disclosure reports.
Now, we’ve taken this a step further, with the functionality available wherever you search for a fund on our platform. This will help you to engage in sustainable investment conversations with your clients and save you time.
These changes went live Mid February 2025. Find out more by reading our Guide to Platform Updates – February 2025.
When you set up or edit a payment that impacts next tax year’s ISA allowance, we’ll display your client’s available allowance for that year, along with the current year’s allowance. This means you can have more informed tax year-end conversations, helping to maximize clients’ allowances.
This enhancement went live Mid February 2025. Find out more by reading our Guide to Platform Updates – February 2025.
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.