Fund availability

To maintain the overall quality of our fund ranges, we may at any time change the selection of funds that we make available and/or restrict the amount your clients can invest in certain funds.

  • Scottish Widows funds are available through our pension products and to existing customers who invested in a Scottish Widows life product before July 2009. For more detailed information on fund availability, see the Scottish Widows Pension Funds Investor’s Guide (PDF) and the Scottish Widows Life Funds Investor’s Guide (PDF)

  • SWIS funds are available through our life products, as OEIC and ISA funds, and through the fund supermarket platform of Retirement Account. They are also available to existing customers who invested in a Clerical Medical pension product before July 2009.*

    *The Distribution Fund, Target Income Fund and Target Return Fund are only available through life products and to existing customers who invested in a Clerical Medical pension product before July 2009. The Diversified Income Fund and the Diversified Return Fund are only available as OEIC and ISA funds. The Defensive Fund is only available as an OEIC and ISA fund, or to existing customers who invested in a Clerical Medical pension product before July 2009.

  • Clerical Medical funds are available through our life products, and to existing customers who invested in a Clerical Medical pension product before July 2009.**

    **The Global Equity Tracker Fund, Retirement Protection Fund and UK Equity Tracker Fund are only available to existing customers who invested in a Clerical Medical pension product before July 2009. The Managed Income Fund is only available as a life fund.

    Specific product literature also gives information about fund availability. However, if you would like more information about our products and funds, you can call us on 0345 769 7567. You can get full terms and conditions from us on request.

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