Scottish Widows enjoys a proud history, helping people plan their financial futures for over 200 years. As one of the most recognised and trusted brands in its sector* Scottish Widows has over 5 million customers across a broad product range, including life cover, critical illness, income protection, pensions, annuities, savings and investment products.
The brand today is best known for its iconic advertising with a series of famous commercials using its living logo – the Scottish Widow, created over 30 years ago.
‘Taking on your Future Together’ is the current advert to feature the Scottish Widow and it underpins everything we do – from delivering expertise, guidance and insight to providing products to help people plan for their future
Scottish Widows has been recently recognised for its service by both intermediaries and employers, securing a 5 Star rating at the Financial Adviser Service Awards 2019 and Pension Firm of the Year at the FD Service Excellence Awards 2019.
Customers can access Scottish Widows’ products and services through Independent Financial Advisers.
* Prompted Awareness rank = 1, Trust (Character) rank = 1(=), Trust (Competence) = 1(=). IPSOS, December 2019.
17 September 2020 08:45
mallowstreet University Digital Roundtable: Connected 20s - Pensions in a New Decade of Financial Connectivity
On average people view their bank account 26 times a month via mobile banking and you can now view all your bank accounts in one place through Open Banking.
The government and partners are pushing ahead with the Pension Dashboard(s) with the goal of easily connecting all your pensions through one dashboard.
Over the course of this decade we will increasingly see the connection of finances move out of their silos – so rather than just connect pensions together they will be connected to bank accounts and with the Open Finance Initiative it looks like all your financial products can be connected together.
In this session we will look at some of the opportunities and challenges for Trustees and members presented by the Open Finance revolution and share the experience from Lloyds Banking Group, where Scottish Widows pensions were viewed 106 million times next to bank accounts in 2019 alone.
This morning session is accredited for CPD points by the Pensions Management Institute (PMI) and is exclusively for pension fund decision makers and advisers of Defined Contribution schemes.
Robert leads the Scottish Widows Employer and Employee engagement teams – his team create messages and material for adviser, employer and employee Pension Seminars and Engagement Events. They meet thousands of members each year and talk to them about pensions and because of this Robert is a zealot about simplifying pensions for people. Robert has been the driving force behind Scottish Widows award winning Pension Awareness activity and regularly appears in the media on pension issues.
Increasingly he and his team are working with LBG digital resources to simplify pensions within broader Financial Wellness for members and Robert has run several industry thought leadership events on this topic with advisers and employers.