SWidowsAdviser

The latest news and insight for the UK financial adviser community from Scottish Widows. Terms of use

[SWidowsAdviser @SWidowsAdviser]

Our research shows 27% of people are concerned they will have to work longer than they would like to ensure they have sufficient retirement savings, and 15% do not ever expect to be able to retire.

Read our latest Retirement Report for further insights: https://t.co/y3LJU8g61U

[SWidowsAdviser @SWidowsAdviser]

Our new Retirement Report highlights that 48% of people who save at the default minimum automatic enrolment contribution levels are heading for a minimum retirement lifestyle.

Read our latest Retirement Report for further insights: https://t.co/luboGC4tOf

[SWidowsAdviser @SWidowsAdviser]

Our 2025/26 Tax Facts booklet is available now. Get all the facts including this year’s tax changes in our quick reference guide.

Download now: https://t.co/P9spMZaGzb

[SWidowsAdviser @SWidowsAdviser]

Great news, we’ve launched new automated Drip-feed Drawdown functionality on our Platform, which allows your clients to take a regular income from their pension in a tax efficient manner. Find out more: https://t.co/iSo8wHkAAO

[SWidowsAdviser @SWidowsAdviser]

Our research shows 25% of people in their 20s prioritise saving for emergency expenses while 13% aren’t able to save at all. Instead, their main savings goals include house deposits and holidays.

Read our latest Retirement Report for further insights: https://t.co/EOg2tZpvGk

[SWidowsAdviser @SWidowsAdviser]

Our latest Retirement Report shows the retirement outlook has worsened since 2023 with 1.6 million more people risking retirement poverty.

Read our latest Retirement Report for further insights: https://t.co/XwShN9k3kq

[SWidowsAdviser @SWidowsAdviser]

Scottish Widows offer annuity death benefit choices to help protect your client’s annuity.

Find out more: https://t.co/kMDEJajuOH

[SWidowsAdviser @SWidowsAdviser]

We’re here to help you ensure your clients are taking full advantage of their annual allowances before tax year endWe’re here to help you ensure your clients are taking full advantage of their annual allowances before tax year endWe’re here to help you ensure your clients are taking full advantage of their annual allowances before tax year end.

[SWidowsAdviser @SWidowsAdviser]

We’re here to help you ensure your clients are taking full advantage of their annual allowances before tax year endWe’re here to help you ensure your clients are taking full advantage of their annual allowances before tax year endWe’re here to help you ensure your clients are taking full advantage of their annual allowances before tax year end.

[SWidowsAdviser @SWidowsAdviser]

Our research shows 18% of women who don’t hold any protection, don’t see the value in Life Insurance. Visit our protection products and support pages to help your conversations with your clients.

Find out more: https://t.co/mgYwtTR9WM

[SWidowsAdviser @SWidowsAdviser]

36% of women have never heard of Income Protection. Read our latest research which explores women’s awareness and understanding of income protection.

Find out more: https://t.co/NxwGKpkc4G

[SWidowsAdviser @SWidowsAdviser]

Our latest research shows 31% of females do not hold Critical Illness Cover as it is currently not a priority for them. To help your protection conversations, we wanted to remind you how our protection products can help your female clients. Find out more: https://t.co/5cvQQ4nzR4

[SWidowsAdviser @SWidowsAdviser]

We have a wide range of model portfolios from over 80 discretionary fund managers on our platform. Explore our model portfolio solutions to provide your clients with tailored investment solutions that align with their goals and attitude to risk: https://t.co/WlsxW1dXtr

[SWidowsAdviser @SWidowsAdviser]

With the Scottish Widows Platform tax free cash is paid the same day - a simple, paperless, four step process. Find out more about how we can drive maximum efficiency for your business by partnering with us: https://t.co/aQirmTwrCz

[SWidowsAdviser @SWidowsAdviser]

Our platform is powered by the latest award winning FNZ technology. You're in safe hands being overseen by their Global Security Team, ensuring the highest levels of resilience are in place. View our due diligence guide today: https://t.co/NGeX63rYdO

[SWidowsAdviser @SWidowsAdviser]

Using the Origo Integration hub, we connect to many of the leading back-office systems you use each day, allowing you to focus on delivering for your clients. See the full range: https://t.co/x1KS5VjNFe

[SWidowsAdviser @SWidowsAdviser]

Our integrated Capital Gains Tax Tool allows you to calculate the realised gains/losses that your clients have incurred on the platform. It also helps you plan for the future via ‘What If’ transactional capability. Learn more: https://t.co/zeoXvgqDN0

[SWidowsAdviser @SWidowsAdviser]

We’ve removed platform complexity with our intuitive user interface, designed in house and continually developed directly from advisers’ feedback. Find out more about how the Scottish Widows Platform can make your working life easier: https://t.co/UknEpUUOy4

[SWidowsAdviser @SWidowsAdviser]

In our year in review retrospective, we consider some of the major themes that stood out.

Find out more: https://t.co/bF1Aq9Cjvz

[SWidowsAdviser @SWidowsAdviser]

What is the likelihood that a platform might fail in the next three years. 47% of the advisers we surveyed believe that it is likely that a platform fails in the next three years.