Scottish Widows | Competitive Intelligence Profile
Scottish Widows is a financial services company based in Edinburgh, Scotland, specializing in pensions, life insurance, and investment...

Scottish Widows is a financial services company based in Edinburgh, Scotland, specializing in pensions, life insurance, and investment products. Established in 1815, the company has over 200 years of experience in helping individuals and businesses plan for their financial futures. They provide a range of retirement solutions, investment options, and protection services, and are dedicated to supporting advisers with industry-leading tools and services.
🛍️ Scottish Widows Product and Pricing Intelligence →
📅 Scottish Widows Event Participations →
⚖️ Scottish Widows Regulatory Intelligence →
👔 Scottish Widows Management and Leadership Team →
⚔️ Scottish Widows Alternatives and Competitors →
💼 Scottish Widows Hiring and Layoffs →
🤝 Scottish Widows Partnerships, Clients and Vendors →
📈 Scottish Widows Financial Performance, Fundraising, M&A →

🛍️ Scottish Widows Product and Pricing Intelligence
Leverage product insights to define key product development milestones, guide go-to-market planning, build a robust product-market fit matrix, and perform in-depth SWOT analyses.
Harness pricing intelligence to support strategic pricing decisions, conduct competitive pricing analysis, and craft effective differential pricing strategies.
- Scottish Widows launched Managed Growth Funds, a suite of five risk-profiled, multi-asset funds priced at 0.10% OCF, as announced by Matthew Crowe, Associate Business Development Manager.
- Scottish Widows launched new Managed Growth Funds (MGFs) on July 22 to help customers achieve long-term investment goals with a low-cost, diversified portfolio.
- Scottish Widows has launched a pre-application underwriting decision tool for advisers to provide accurate indicative decisions across all protection products, according to Paul Jenkin, head of protection change.
📅 Scottish Widows Event Participations
Stay updated on where your competitors are showing up—industry conferences, webinars, podcasts, and speaking engagements—to gauge their messaging, target audiences, and strategic focus. Discover how they’re positioning themselves in the market, what narratives they’re pushing, and which partnerships they’re cultivating. Use this intelligence to refine your own positioning, identify missed opportunities, and stay top-of-mind in your industry.
- Stuart Hopley, Relationship Director at Scottish Widows, announced an upcoming webinar to discuss legislative updates in pensions with Peter Glancy.
- Scottish Widows announced their 2024 claims statistics at an adviser event last week.
- Scottish Widows is hosting a 'Passing on your Pension' webinar on June 11 to help employees understand pension management.
⚖️ Scottish Widows Regulatory Intelligence
Monitor critical regulatory events—such as issued or revoked licenses, lawsuits, investigations, and court rulings—to understand the compliance posture and legal exposure of your rivals. Spot early warning signs of operational risk, delays, or reputational damage, and use these insights to fine-tune your market strategy, mitigate your own risk, or capitalize on competitor setbacks.
- Scottish Widows Workplace Pensions emphasizes stronger governance and innovation in the DC workplace landscape, inspired by TPR's oversight of master trusts.
👔 Scottish Widows Management and Leadership Team
Understand who’s steering your competitors by tracking changes in their management and leadership teams. Gain insights into strategic direction, leadership style, and organizational priorities based on executive backgrounds and hiring trends. Use this knowledge to anticipate competitive moves, tailor your sales or partnership approach, and benchmark against industry leaders.
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Non Executive Director
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Non Executive Director, Chair of Risk Committee
[email protected]
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Non Executive Director
[email protected]
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Managing Director
[email protected]
⚔️ Scottish Widows Alternatives and Competitors
Identify the competitors of your competitors to uncover indirect threats, emerging disruptors, and untapped opportunities. Understand the broader competitive ecosystem, spot white space in the market, and gain strategic context that helps you position more effectively. These insights sharpen your market intelligence and reveal angles others often overlook.
- Smart |
- Isio |
- Netwealth Investments |
- Moneyfarm |
- State Street |
- Progeny |
- Kota |
- Yu Life |
- Deadhappy |
- Standard Life UK |
- Royal London |
- NFU Mutual |
- Lincoln Financial Group |
- Aegon UK |
- Allianz Insurance |
- Aviva Legal Indemnities

💼 Scottish Widows Hiring and Layoffs
Track key workforce changes—new hires, leadership shifts, and layoffs—to spot strategic organizational moves. Identify rising competitors, uncover shifts in company direction, and seize opportunities to attract top talent or engage new decision-makers. Use these insights to refine your recruitment strategy and build stronger business relationships.
- Kevin Doran, Chief Investment Officer at Scottish Widows, is transforming asset management by focusing on customer behavior to make the UK a nation of investors.
- Scottish Widows is hiring multiple roles, including Senior Portfolio Manager and Investment Propositions Manager, to manage nearly £1/4 trillion of assets.
🤝 Scottish Widows Partnerships, Clients and Vendors
Monitor new partnerships, client wins, and vendor relationships to understand where your competitors are gaining traction. Spot emerging alliances, evaluate ecosystem shifts, and identify potential partners or prospects early. These insights help you refine your sales strategy, anticipate market movements, and stay one step ahead in a dynamic competitive landscape.
- Scottish Widows has partnered with Her Wealth Network to launch a new website aimed at promoting gender equality in financial services.
- Scottish Widows has partnered with Sprout.ai to trial AI and NLP for faster processing of life and critical illness insurance claims.
📈 Scottish Widows Financial Performance, Fundraising, M&A
Track competitors’ financial performance, fundraising rounds, and M&A activity to assess their growth trajectory and strategic focus. Uncover signals of expansion, market entry, or consolidation, and benchmark your position accordingly. Use these insights to inform investor conversations, identify acquisition opportunities, and fine-tune your competitive strategy.
- Scottish Widows doubled new business applications in its protection division in the first half of 2025 and increased mortgage coverage to 20%, as reported by Rose St Louis, the company's protection director.
- Scottish Widows reported strong H1 results with over 500k engaged customers in their app and plans to introduce a new default fund in Workplace and LTAF.
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