• 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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    About our funds

    Find out about your clients’ existing funds and other available choices

    FUND RANGES, CHARGES AND DISTRIBUTIONS

    OUR FUND RANGES

    Scottish Widows' pensions fund range (PDF)

    Retirement Account fund supermarket (PDF)

    SWIS and Clerical Medical life funds (PDF)

    Scottish Widows life funds (closed) (PDF)

    OUR FUND CHARGES

    Details of the charges for Scottish Widows, Scottish Widows Investment Solutions (SWIS) and Clerical Medical funds.

    Check fund charges

    HOW WE MANAGE FUND DISTRIBUTIONS

    See how some of our Scottish Widows Investment Solutions (SWIS) and Clerical Medical funds distribute income.

    Check fund distributionClick to check fund distribution

    You can access the latest European MiFID template (EMT) for our Scottish Widows and Halifax OEIC Funds here

    Helping you understand our funds

    SEARCH FOR FUNDS

    Find the right funds for your clients.

    Fund searchTakes you to our funds search tool.

    RETIREMENT ACCOUNT INVESTMENT OPTIONS

    Look at investment options with Retirement Account.

    Retirement Account fundsinformation

    WORKPLACE INVESTMENT PROPOSITION

    Look at investment options for workplace savings.

    Workplace fundsClick for workplace funds