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Productscontains a sub menu
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Individual Pensionscontains a sub menu
Pension Options
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Workplace Savingscontains a sub menu
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Protectioncontains a sub menu
Personal Protection
Business protection
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Annuitiescontains a sub menu
Annuity options
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Savingscontains a sub menu
Personal Accounts
Non-Personal Accounts
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Mortgagescontains a sub menu
Mortgage Options
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Trustscontains a sub menu
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Individual Pensionscontains a sub menu
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Fundscontains a sub menu
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About our fundscontains a sub menu
Find your fund
Use fund name, code or other filters to find the fund you need.
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Fund Governancecontains a sub menu
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Use fund name, code or other filters to find the fund you need.
- Factsheets, price & performance
- Fund Reporting Hub
- Investment Perspectives
- Responsible Investment
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About our fundscontains a sub menu
- Literaturecontains a sub menu
- Expertisecontains a sub menu
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Toolscontains a sub menu
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Pension toolscontains a sub menu
- Funds search tool
- Retirement Account comparison tool
- RA Recommendation tool
- RA Top Up Tool
- Client Review Report
- Income sustainability calculator
- Salary Exchange calculator - 2021/2022 (xls, 464KB)
- Salary Exchange calculator - 2022/2023 (xls, 440KB)
- Salary, dividend & pension tool (xls, 152KB)
- Carry Forward calculator 2021/2022 (xls, 332KB)
- Carry Forward calculator 2022/2023 (xls, 1MB)
- Available Lifetime Allowance Tool (xls, 88KB)
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Use fund name, code or other filters to find the fund you need.
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Protectioncontains a sub menu
Help with your client conversations
See how you structure conversations about protection.
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Mortgagescontains a sub menu
See how offset helps your clients
Let Offset make your clients' money work harder for them.
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Pension toolscontains a sub menu
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

About Scottish Widows
Established since 1815, Scottish Widows is dedicated to supporting advisers in the life, pensions and investments market.
The Scottish Widows timeline
1815 | The company was founded in 1815 in Edinburgh as Scotland's first mutual life office. |
1986 | The living logo, the Scottish Widow, was created as an icon which presented our positive values of strength, reliability, integrity, innovation and heritage. |
1995 | Scottish Widows Bank is launched. It currently offers a range of savings, loans and mortgage products. |
2000 | Scottish Widows is demutualised and becomes part of the Lloyds TSB Marketing Group on 3 March 2000. |
2009 | In January 2009, Scottish Widows became part of Lloyds Banking Group. |
Today | Scottish Widows has more than five million customers. It offers a product range that includes individual and workplace pensions, annuities, mortgages, savings and investments, life insurance and critical illness cover. |
Our brand story
Discover how the iconic Scottish Widow has developed over the years to become one of today's most recognised brands.
Our Awards
Take a look at some of the awards and industry recognition that we have received over the past few years.
Financial information
Find out about our Financial strength ratings and information on Investor relations.