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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Individual Retirement Centre

We are focused on providing information to help you identify business opportunities and support your client conversations, through technical and value adding support, guidance and insight.

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ESG integration with Retirement Account

Our Retirement Account offers a range of multi-asset funds with integrated ESG considerations, designed to support your clients varying investment needs.  Find out more about our multi-asset options.

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SUPPORT FOR YOUR RETIREMENT PLANNING BUSINESS

Helping you identify the right opportunities for you and your clients to help your business grow.

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RETIREMENT INCOME - MADE TO MEASURE

Our income drawdown and annuity offerings could help create a sustainable income in retirement for your clients.

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SUPPORTING YOUR DEFINED BENEFIT CONVERSATIONS

Pension Freedoms has given people with Defined Contribution pensions greater control and flexibility over taking their benefits. 

Defined Benefit Conversations

5 REASONS TO CHOOSE RETIREMENT ACCOUNT

See how Retirement Account can benefit your clients and your business.

Read now (PDF, 2MB)(opens in a new tab)

MAXIMISING ANNUAL ALLOWANCES – SUPPORT FOR YOU AND YOUR CLIENTS

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

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Techtalk

Expert commentary and analysis on developments in the marketplace together with guidance on identifying planning opportunities.

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Investment Perspectives

Topical insight and market news from our investment experts and partners.

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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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Reports


Retirement Report (PDF, 3MB)

Women in Retirement Report (PDF, 2MB)

RETIREMENT ACCOUNT

A flexible pension plan that supports clients to and through retirement.

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ANNUITIES

For those looking for a guaranteed income for life.

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