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Watch the latest CII accredited Masterclass from our Financial Planning and TechTalk team.
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- 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 here
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.