Scottish Widows enjoys a proud history of helping people plan for their financial futures for over 200 years. Today, as one of the most recognised and trusted brands in its sector*, they have over 6 million customers across a broad product range including life cover, critical illness, pensions, annuities, savings and investments.

Scottish Widows is committed to supporting advisers and their clients, using all of their experience to take on the future together. They do this by providing market insight and guidance, and continually innovating and improving their service, support and propositions. One of the key initiatives is ‘Techtalk’ which provides insight into industry changes and regulation affecting pensions, protection and investments. They also have a longstanding research program on UK financial planning attitudes, and continue to promote the value of saving in pensions through involvement in the industry wide Pension Engagement Season initiative.

In 2023, Scottish Widows were recognised by intermediaries, securing a 5 Star rating for the Scottish Widows Platform and a 4 Star rating for Investments, Pensions & Protection at the Financial Adviser Service Awards, as well as winning Best Personal Pension Provider and Best Critical Illness Provider at the Investment Life & Pensions Moneyfacts Awards.

The organisation has a focus on sustainability and have launched a number of publications about their approach. This includes their Responsible Investment Framework and Stewardship Policy and their Climate Action Plan, which includes a key target of decarbonising all investments by 2050.

* Spontaneous Awareness rank: 2, Trust (Character) rank: 3, Trust (Competence): 3. IPSOS, December 2023.