-
-
Productscontains a sub menu
-
Individual Pensionscontains a sub menu
Pension Options
Find out more
-
Workplace Savingscontains a sub menu
Workplace options
Find out more
-
Protectioncontains a sub menu
Personal Protection
Business protection
Find out more
-
Annuitiescontains a sub menu
Annuity options
Find out more
-
Savingscontains a sub menu
Personal Accounts
Non-Personal Accounts
Find out more
-
Mortgagescontains a sub menu
Mortgage Options
-
Trustscontains a sub menu
Find out more
-
Individual Pensionscontains a sub menu
-
Fundscontains a sub menu
-
About our fundscontains a sub menu
Find the funds
Find your fund
Use fund name, code or other filters to find the fund you need.
-
Fund Governancecontains a sub menu
Find the funds
Find your fund
Use fund name, code or other filters to find the fund you need.
- Factsheets, price & performance
- Fund Reporting Hub
- Investment Perspectives
-
About our fundscontains a sub menu
- Literaturecontains a sub menu
-
Expertisecontains a sub menu
- Paraplanner
- Individual Retirement Centre
- Protection Centre
- Workplace Savings Centre
- TechTalk
- TechTalk Vodcast
- Investment Perspectives
-
CPDcontains a sub menu
Watch now
TECHTALK MASTERCLASSES
Watch the latest CII accredited Masterclass from our Financial Planning and TechTalk team.
- Knowledge library
-
Toolscontains a sub menu
-
Pension toolscontains a sub menu
- Funds search tool
- Retirement Account comparison tool
- RA Recommendation tool
- RA Top Up Tool
- Income sustainability calculator
- Retirement Income shortfall tool
- Salary Exchange calculator
- Retirement Analysis Platform
- Salary, dividend & pension tool (xls 234kb)
- Carry Forward calculator 2020/2021 (xls 332kb)
- Carry Forward calculator 2021/2022 (xls 332kb)
- Available Lifetime Allowance Tool
Find the fundsFind your fund
Use fund name, code or other filters to find the fund you need.
-
Protectioncontains a sub menu
Start conversations
Help with your client conversations
See how you structure conversations about protection.
-
Mortgagescontains a sub menu
Discover Offset
See how offset helps your clients
Let Offset make your clients' money work harder for them.Â
-
Pension toolscontains a sub menu
- Home
-
...
- Expertise
- Individual Retirement Centre
- Tax Year End
- Pension Basics
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
TAX YEAR END 2020/21
Industry news, research and expert opinion
Pension Basics
What is tax relief?
What is Lifetime Allowance?
Should I pay More Into My Pension?
Am I On Track, Is It Enough?
What do you want to do next?
TAX YEAR END 2020/2021
Support for you and your clients at tax year end, with expert articles, useful guides, tools and calculators.
RETIREMENT ACCOUNT ONLINE SERVICES GUIDE
You can administer your business quickly and efficiently through our online services.
Retirement Account
A flexible pension plan that supports clients to and through retirement.