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Scottish Widows

Financial Planning Week: Fashion industry has best ISA savings

Your profession

Financial Planning Week: Fashion industry has best ISA savings

‘People automatically think C-Suite execs would lead on retirement plans’

clock 23 January 2024 • 1 min read
Pension providers move away from signposting clients to advisers

Your profession

Pension providers move away from signposting clients to advisers

‘This cannot be the right outcome for consumers,’ VouchedFor founder says

clock 17 January 2024 • 1 min read
Advisers urged to have 'more informed talks' on investment risks

Your profession

Advisers urged to have 'more informed talks' on investment risks

Professional Adviser talks to Embark Investment CEO Barry MacLennan

clock 30 November 2023 • 2 min read
More than a third of clients regret taking 'too little' investment risk

Your profession

More than a third of clients regret taking 'too little' investment risk

Taking too little risk’ is the most common perceived mistake by clients

clock 23 November 2023 • 1 min read
Majority of advisers believe the advice gap is their problem

Your profession

Majority of advisers believe the advice gap is their problem

Advisers say it is themselves who have the greatest potential to close the gap

clock 15 November 2023 • 2 min read
Quarter of advisers leave clients to start estate planning conversations

Estate planning

Quarter of advisers leave clients to start estate planning conversations

The difficulty of discussing death with clients is a barrier

clock 07 November 2023 • 1 min read
Embark CEO: 'We are listening to adviser platform demands'

Wrap/platforms

Embark CEO: 'We are listening to adviser platform demands'

CEO Jackie Leiper lays out group ambitions

clock 01 November 2023 • 1 min read
One in two young people not sure where to find financial advisers

Your profession

One in two young people not sure where to find financial advisers

Young people value financial advice but struggle to gain access

clock 26 September 2023 • 2 min read
Dynamic Planner now includes Scottish Widows Platform 

Wrap/platforms

Dynamic Planner now includes Scottish Widows Platform 

Comes ahead of the closure of Advance by Embark Platform

clock 19 September 2023 • 1 min read
Scottish Widows speeds up client experience with platform upgrade

Wrap/platforms

Scottish Widows speeds up client experience with platform upgrade

Adviser platform upgrade allows advisers to use real-time data

clock 14 September 2023 • 1 min read
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