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Productscontains a sub menu
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Individual Pensionscontains a sub menu
Pension Options
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Workplace Savingscontains a sub menu
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Protectioncontains a sub menu
Personal Protection
Business protection
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Annuitiescontains a sub menu
Annuity options
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Savingscontains a sub menu
Personal Accounts
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Mortgagescontains a sub menu
Mortgage Options
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Trustscontains a sub menu
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Individual Pensionscontains a sub menu
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Fundscontains a sub menu
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About our fundscontains a sub menu
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Fund Governancecontains a sub menu
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- Factsheets, price & performance
- Fund Reporting Hub
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About our fundscontains a sub menu
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Toolscontains a sub menu
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Pension toolscontains a sub menu
- Funds search tool
- Retirement Account comparison tool
- RA Recommendation tool
- RA Top Up Tool
- Client Review Report
- Income sustainability calculator
- Salary Exchange calculator - 2022/2023 (xls, 7MB)
- Salary, dividend & pension tool (xls, 152KB)
- Carry Forward calculator 2021/2022 (xls, 332KB)
- Carry Forward calculator 2022/2023 (xls, 1MB)
- Available Lifetime Allowance Tool (xls, 88KB)
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Protectioncontains a sub menu
Help with your client conversations
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Mortgagescontains a sub menu
See how offset helps your clients
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- Funds and Investment Insights
- About our Funds
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
About our funds
Find out about your clients’ existing funds and other available choices
FUND RANGES, CHARGES AND DISTRIBUTIONS
OUR FUND CHARGES
Details of the charges for Scottish Widows, Scottish Widows Investment Solutions (SWIS) and Clerical Medical funds.
HOW WE MANAGE FUND DISTRIBUTIONS
See how some of our Scottish Widows Investment Solutions (SWIS) and Clerical Medical funds distribute income.
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.
RETIREMENT ACCOUNT INVESTMENT OPTIONS
Look at investment options with Retirement Account.
WORKPLACE INVESTMENT PROPOSITION
Look at investment options for workplace savings.