Welcome to Scottish Widows Adviser Site

This site is designed and intended for UK authorised and regulated financial advisers and intermediaries only.

If you are not a financial adviser or intermediary, please visit our personal site

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TAKING ON THE FUTURE TOGETHER

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COVID-19 SUPPORT FOR YOU AND YOUR CLIENTS

We are as committed as ever to helping people plan for a secure financial future. We continue to support both you and your clients throughout the impact of coronavirus and the changes that have resulted on our daily lives.

COVID-19 support

POPULAR PRODUCTS

ESSENTIALS

ONLINE SERVICES

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TIME TO RETHINK PROTECTION

Our protection is now more inclusive and more accessible, helping you deliver great outcomes for your business, and more of your clients.

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Value for Money

How can our Retirement Account help you deliver value for money to and through retirement? 

Find out moreTaking protection further
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THE EXPERT SERIES

Our new Expert Series includes topical webinars, vodcasts and podcasts to help you navigate the changing market, both now and in the future.

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Our Approach to Climate Change

Climate change presents opportunities as well as risks. We’re aiming to reduce the carbon footprint of ALL our investments to net zero by 2050.

Climate change
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MAXIMISING ANNUAL ALLOWANCES – SUPPORT FOR YOU AND YOUR CLIENTS

We’re here to support you, and your clients, when maximising annual allowances. This includes details of allowances, carry forward rules as well as useful guides, case studies, tools and calculators.

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Price a workplace pension scheme

Get a simple and quick quote by telling us a few details about your client. We will review and aim to respond in two working days. Our quote will give details of how a Scottish Widows policy could benefit your client and their employees.

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Techtalk Masterclasses

Watch the latest CII accredited Masterclass from our Financial Planning and Techtalk team.

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TechTalk

Helping you make the most of legislative change.

Read the latest editionabout the latest changes in legislation.

Investment Perspectives

Investment news and insight.

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News and information

Cyber Security Guidance (PDF 2MB)

Responsible Investments team launch (PDF 6KB)

New Investment Managers for most of our Funds

Changes to our diabetes underwriting philosophy

 

Funds

Integrating ESG considerations – new climate transition fund

Read more on Responsible Investment (PDF 2MB)

Enhancements to our Pension Investment Approaches

Read our Governance Review Guide (PDF 3MB)

Enhancements to our Pension Portfolio Funds and Retirement Portfolio Funds

Read our RA Governance Review Guide (PDF 2MB)

Lifting restrictions on our property funds

Read more about Fund Changes

Find out about our ranges, fund news and more

Explore funds

Read about our new Responsible Investment and Stewardship Framework

Explore Responsible Investment

 

Supporting your CPD

Our CII accredited courses support your structured CPD learning requirements.  

Learn more about CPDs

See how our online services help you work better

See how we can help online

Keep informed with our insight and analysis emails, plus product news and CPD

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