Scottish Widows Platform

Designed to help you navigate an increasingly complex financial landscape, Scottish Widows Platform is built on state-of-the-art technology, leveraging innovative tools and algorithms to provide Advisers with a user-friendly and intuitive experience.

From automated processes to the latest integrations with third-party suppliers, the platform is designed to simplify your processes, help you grow your business and allow you to focus on providing expert guidance to your clients.

The platform provides access to over a hundred fund managers and thousands of mutual funds, UK listed Stocks & Shares and Exchange Traded Assets. It also offers a wide range of tax wrappers including ISAs and Pensions.

Clients can invest in the Embark Investments Multi-Asset Funds through products available on the Scottish Widows Platform.

If you would like to find out more, please visit the Scottish Widows Platform website, or alternatively contact the service team on 0330 024 2345.

If you have already signed up to the Scottish Widows Platform you can log-in here.

About Embark

In the fast-changing investment and retirement savings market, you need a platform that can keep pace. A platform you can trust to deliver today and tomorrow for your business and its customers.

We’re an agile WealthTech company with the financial strength that comes with being part of Lloyds Banking Group.

We power some of the UK’s leading financial brands as well as a wide range of adviser businesses. And we pride ourselves on understanding client needs and providing platform solutions to fit.

We are WealthTech the way it should be.

£35.3bn↑

Assets under admin

468,000

Individual policies/customers

B+

VERY STRONG AKG rating across platforms

6

Locations nationwide

*All figures as at end October 2023 except AUA which is at end September 2023.