SWP2 opens portfolio planning to whole of market

clock • 3 min read

Scottish Widows is launching a long-awaited online portfolio tool next month which allows the investment adviser to select suitable funds for clients from the whole of the UK investment market.

Scheduled for release the second week of February, the P2 interactive portfolio planner is being touted by Widows as unlike anything else on the market, and has been designed as a result of intermediary and paraplanner feedback to be used mainly in the back office after the initial client advice session. Risk profiling support has been designed by Edinburgh-based consultancy Barrie and Hibbert and follows a stochastic modelling analysis and fund select process, with an audit trail throughout, to ascertain the client’s investment aims. Risk profiling is ascertained either by completing a...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Nick Eatock: Is this the end of the annual review as we know it?

Nick Eatock: Is this the end of the annual review as we know it?

Value comes from continuity of service

Nick Eatock
clock 25 September 2026 • 3 min read
Advice firms slow new tech adoption

Advice firms slow new tech adoption

Deliberate strategic decision

Jenna Brown
clock 24 September 2026 • 2 min read
'Fool's gold' warning as more than half of consumers embrace AI for decision-making

'Fool's gold' warning as more than half of consumers embrace AI for decision-making

AI is increasingly shaping the future of financial services

Laura Miller
clock 17 September 2026 • 2 min read