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

Continue to our website

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:

Retirement Account (PDF) 

Personal pensions (PDF)

Group personal pensions - 1% AMC (PDF)

*Flexible Options Bond (PDF)

*Other life products (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:

Life funds (PDF)

OEIC funds (PDF)

**Pension funds (PDF)

**Clerical Medical pension funds are only available to existing customers who invested in a Clerical Medical pension product before July 2009.

What do you want to do next?

Workplace investment proposition

Look at investment options for workplace savings.

Workplace options

Retirement Account investment options

Look at investment options with Retirement Account.

Retirement Account options

Search for funds

Find the right funds for your clients.

Fund search