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Productscontains a sub menu
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Individual Pensionscontains a sub menu
Pension Options
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Workplace Savingscontains a sub menu
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Protectioncontains a sub menu
Personal Protection
Business protection
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Annuitiescontains a sub menu
Annuity options
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Savingscontains a sub menu
Personal Accounts
Non-Personal Accounts
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Mortgagescontains a sub menu
Mortgage Options
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Trustscontains a sub menu
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Individual Pensionscontains a sub menu
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Fundscontains a sub menu
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About our fundscontains a sub menu
Find your fund
Use fund name, code or other filters to find the fund you need.
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Fund Governancecontains a sub menu
Find your fund
Use fund name, code or other filters to find the fund you need.
- Factsheets, price & performance
- Fund Reporting Hub
- Investment Perspectives
- Responsible Investment
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About our fundscontains a sub menu
- Literaturecontains a sub menu
- Expertisecontains a sub menu
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Toolscontains a sub menu
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Pension toolscontains a sub menu
- Funds search tool
- Retirement Account comparison tool
- RA Recommendation tool
- RA Top Up Tool
- Client Review Report
- Income sustainability calculator
- Salary Exchange calculator - 2021/2022 (xls, 464KB)
- Salary Exchange calculator - 2022/2023 (xls, 440KB)
- Salary, dividend & pension tool (xls, 152KB)
- Carry Forward calculator 2021/2022 (xls, 332KB)
- Carry Forward calculator 2022/2023 (xls, 1MB)
- Available Lifetime Allowance Tool (xls, 88KB)
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Use fund name, code or other filters to find the fund you need.
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Protectioncontains a sub menu
Help with your client conversations
See how you structure conversations about protection.
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Mortgagescontains a sub menu
See how offset helps your clients
Let Offset make your clients' money work harder for them.
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Pension toolscontains a sub menu
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- Individual Pensions
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
Individual pensions
Choices and options
Save for retirement or take income
Top up an existing plan
How we can help online
It’s easy to do business with us online, with straightforward digital services that let you focus your time on helping your clients.
About our Funds
Find out about our full fund range, fund charges and details of any fund distributions.
Pension tools
Use our tools to help your client conversations and recommendations.