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TYE Hub
All the necessary information you need to support your clients effectively.
Automated Bed and ISA
How to use our automated Bed & ISA functionality.

REGISTER
AND SETUP

Managing user access
Read our security user guide to find out how to manage access.
How to register
Ready to start using the platform? Complete the following form.
Unipass login
Learn how to log into the platform using Unipass Identity.
How to book a demo
Not yet part of Scottish Widows Platform? Learn more and get started today.
Back-office integrations
Find out what back-office systems our platform integrates with.

NEW
BUSINESS

Suitability wording
Use our recommendation tool to produce client suitability paragraphs.
Submitting new business
Read our step-by-step guide to submitting platform new business.
Platform overview video
Watch our platform overview video for how to place new business.
Creating a new client
The steps to creating a new client for trusts & company accounts.
Creating an illustration
View our guide on how to create a new pension illustration.
ATEB Suitability tool
Our platform integrates with ATEB Suitability. Find out how to set this up.
ATEB Suitability report
How to produce a report with ATEB Suitability.

MANAGING CLIENTS
AND REVIEWS

Managing your clients
Find out how to manage your clients’ accounts.
Client management video
Watch a video explaining how to manage clients on the platform.
Adviser dashboard
Read our step-by-step guide to the adviser dashboard.
Cash interest rates
Within each account we offer a cash facility. Learn more about our interest rates.
Tax certificates
View our guide to consolidated tax certificates (CTCs).
Client report
Platform reporting you can use to support your client reviews.
Producing a client report
Our guide demonstrates how to access and run a client report.
Firm reports
Read about the platform reports available to help manage your business.

MANAGING
CONTRIBUTIONS
AND ALLOWANCES

Move cash between GIA and ISA
Learn how to move money between a GIA and ISA.
Automated Bed
and ISA
How to use our automated Bed & ISA functionality.
Capital Gains Tax (CGT) tool
View our guide on how to use the platform CGT tool.

MANAGING
INVESTMENTS

FE Fund Centre
View our step-by-step guide to using the FE Fund Centre.
Fund trading
Read our guide to on how to do platform fund trading.
Model portfolios
Our step-by-step guide to model portfolios.
Morningstar model portfolios
Read our guide to Morningstar model portfolios.

MANAGING INCOME
AND WITHDRAWALS

Arranging pension benefits
Find out how to arrange pension benefits for your clients.

INHERITANCE,
BENEFICIARIES
AND BEREAVEMENTS

Bereavement process
Learn more about our bereavement process.
Nomination form
Nomination of beneficiaries form for your client.