• 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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    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 

    Premier Funds quarterly report (PDF)

    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

    Dynamic Volatility Management status (PDF)

    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

    GIS Performance factsheet (PDF)

    Broader fund range performance and information

    Other reports

    2020 Asset Allocation changes

    PIA glidepath review (PDF)

    Latest updates on Scottish Widows investments

    FUND NEWS

    Latest changes and news affecting Scottish Widows investment options

    See fund changes