Scottish Widows
Wealth Platforms integration
Yes. Obsidian supports Scottish Widows for portfolio aggregation, displaying client valuations alongside other holdings.
What the Scottish Widows integration does
Scottish Widows is a major UK provider of pensions, investments, and protection products, part of Lloyds Banking Group. Connecting Scottish Widows to Obsidian lets you view up-to-date client portfolio valuations directly inside Obsidian. Advisers managing clients with Scottish Widows pensions — including legacy Clerical Medical policies — can see holdings alongside every other provider.
What advisers can do
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Portfolio valuations
View up-to-date client portfolio valuations directly inside Obsidian.
How it works
Obsidian retrieves portfolio valuations from Scottish Widows, part of Lloyds Banking Group, via a secure data connection. The feed covers pensions, investments, and protection-linked products, returning policy valuations and fund breakdowns. Data refreshes daily. Scottish Widows' large back-book — including legacy Clerical Medical policies — means many clients have long-standing holdings on the platform. The integration surfaces these alongside modern platform assets so nothing falls through the cracks during reviews.
How to connect
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Go to Playbook → Apps in Obsidian.
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Find Scottish Widows and click Connect to submit a connection request.
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The Obsidian team will reach out to complete the setup on your behalf.
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Once connected, data from Scottish Widows will sync automatically.
Works with
Availability
This is a supported integration included with Obsidian's free AI Practice Management module. All advisers can connect Scottish Widows at no additional cost.
Frequently asked questions
FAQ
Yes. Obsidian supports Scottish Widows as a live portfolio aggregation integration.
Coverage of legacy policies depends on data availability from Scottish Widows. Current platform holdings are supported.
Yes. Portfolio aggregation is included with Obsidian's free AI Practice Management module.
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