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 347KB) 

Personal pensions (PDF 143KB)

Group personal pensions - 1% AMC (PDF 180KB)

*Flexible Options Bond (PDF 210KB)

*Other life products (PDF 16980KB)

Income Drawdown/Phased Retirement/TIB (PDF 169KB)

*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 90KB)

OEIC funds (PDF 236KB)

**Pension funds (PDF 81KB)

**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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