Support for you and your clients

Bringing you the latest insight and resources that can help your client discussions.

Pension Engagement Season 2023

Scottish Widows is proud to be part of Pension Engagement Season again, an industry wide campaign encouraging people to pay their pension some attention. Statistically, people who check their pension regularly retire sooner.  To help raise awareness of this with clients, look out for our UK-wide advertising campaign “it pays to know your pension”. 

During Pension Engagement Season, we’re committed to continue supporting you and your clients with pension conversations. Together during Pension Engagement Season, we can encourage customers to engage in their pensions and remind them of the importance of getting financial advice. Have a look at the latest insight and resources below that can help your client discussions. 

2023 WOMEN AND RETIREMENT REPORT​ ​

2023 WOMEN AND RETIREMENT REPORT​ ​

Our latest Women and Retirement Report highlights the unique challenges women could face as they plan for retirement. Read the report to gain further insights and help your clients plan for a better financial future.​

HELP YOUR CLIENTS FIND THEIR LOST PENSIONS

HELP YOUR CLIENTS FIND THEIR LOST PENSIONS

There is £26.6bn* of lost pension pots, help your clients take action in tracking down any lost pensions. Read our pension tracing guide.

*Source: Association of British Insurers 2022.

2023 RETIREMENT REPORT

2023 RETIREMENT REPORT

Our 2023 Retirement Report provides insight into how peoples’ ability to save for retirement has changed, including how the current cost of living situation may affect their retirement plans.

family sat together in garden

SUPPORTING VULNERABILITY

For help with initial conversations with clients who may be vulnerable read our Client Vulnerability Guide (PDF, 2MB). When you have identified a vulnerable client you may need more detailed information to assist you and this can be found in our IDEA Framework Guide (PDF, 2MB). You can also watch our helpful vodcast – Supporting Vulnerable Clients.

Supporting your CPD

Supporting your CPD

Focusing on a wide range of financial planning topics, these Chartered Insurance Institute (CII) accredited courses will support your structured CPD learning requirements. Each course will provide up to 60 minutes of learning and has clear objectives detailed upfront and questions throughout to test your knowledge and help you demonstrate your understanding of the course. 

TECHTALK

TECHTALK

Expert commentary and analysis on market developments. Plus guidance on identifying planning opportunities.

How is the cost of living affecting future finances?

How is the cost of living affecting future finances?

Help your clients find out how the cost of living could impact how they save for their retirement. In this short film, our Head of Policy, Pete Glancy, discusses some of the key insights from our 2022 Retirement Report. Share with your clients now.

Tools and calculators

Tools and calculators

Our tools and calculators help you review your clients' policies and show your clients how you can add value.

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Investment Perspectives

Investment Perspectives

Topical insight and market news from our investment experts and appointed investment managers.

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OUR Appointed Investment Managers

OUR Appointed Investment Managers

We select thought-provoking articles from investment experts at our appointed investment managers which we think will be of interest, and share them with you here on a regular basis.

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HEALTH AND WELLBEING ADVICE

HEALTH AND WELLBEING ADVICE

It’s important to ensure you and your clients are protecting health and wellbeing throughout these challenging times.

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PROTECT CLIENTS FROM PENSION SCAMS

PROTECT CLIENTS FROM PENSION SCAMS

Help your clients identify the warning signs of a scam with our 6 ways of how to identify a pension scam.

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THE EXPERT SERIES

THE EXPERT SERIES

Our new Expert Series includes topical webinars, vodcasts and podcasts to help you navigate the changing market, both now and in the future.

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