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 988KB)

Retirement Account fund supermarket (PDF 877KB)

SWIS and Clerical Medical life funds (PDF 432KB)

Scottish Widows life funds (closed) (PDF 629KB)

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 (Excel, 105KB)

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