-
-
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.
-
Pension toolscontains a sub menu
- Home
-
...
- Funds and Investment Insights
- Fund reporting hub
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
Fund reporting hub
Performance reports and investment reviews
Multi-asset funds and lifestyle approaches performance reports
SAVING FOR RETIREMENT
Pension Portfolio Funds - passive, cost-effective and established
Pension Portfolio Funds quarterly report (PDF)
Premier Pension Portfolio Funds - broad diversification, varied strategies
Income in retirement
Retirement Portfolio Funds - volatility management for Drawdown
Retirement Portfolio Funds quarterly performance update (PDF)
Weekly Volatility: Retirement Portfolio Funds - weekly update on our Dynamic Volatility Management (DVM) process
Lifestyle strategies
Passive Lifestyle Suite - passively manged solutions
Passive Lifestyle Strategy quarterly report (PDF)
Pension Investment Approaches - lifestyling for Workplace pension schemes
Pension Investment Approaches: Quarterly factsheet (PDF)
Governed Investment Strategies - lifestyling for Retirement Account
Broader fund range performance and information
Other reports
Latest updates on Scottish Widows investments
FUND NEWS
Latest changes and news affecting Scottish Widows investment options