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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
Fund Charges
Find out the charges for Scottish Widows, Scottish Widows Investment Solutions (SWIS) and Clerical Medical funds.
Scottish Widows fund charges
Details of charges for Scottish Widows funds:
Group personal pensions - 1% AMC (PDF)
Income Drawdown/Phased Retirement/TIB (PDF)
*Scottish Widows life funds are only available to existing customers who invested in a Scottish Widows Flexible Options Bond or other life product before July 2009.
SWIS and Clerical Medical fund charges
Details of charges for Scottish Widows Investment Solutions (SWIS) and Clerical Medical funds:
**Clerical Medical pension funds are only available to existing customers who invested in a Clerical Medical pension product before July 2009.
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Workplace investment proposition
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