-
-
Productscontains a sub menu
-
Individual Pensionscontains a sub menu
Pension Options
Find out more
-
Workplace Savingscontains a sub menu
Find out more
-
Protectioncontains a sub menu
Personal Protection
Business protection
Find out more
-
Annuitiescontains a sub menu
Annuity options
Find out more
-
Savingscontains a sub menu
Personal Accounts
Non-Personal Accounts
Find out more
-
Mortgagescontains a sub menu
Mortgage Options
-
Trustscontains a sub menu
Find out more
-
Individual Pensionscontains a sub menu
-
Fundscontains a sub menu
-
About our fundscontains a sub menu
Find your fund
Use fund name, code or other filters to find the fund you need.
-
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
-
About our fundscontains a sub menu
- Literaturecontains a sub menu
- Expertisecontains a sub menu
-
Toolscontains a sub menu
-
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)
Find your fund
Use fund name, code or other filters to find the fund you need.
-
Protectioncontains a sub menu
Help with your client conversations
See how you structure conversations about protection.
-
Mortgagescontains a sub menu
See how offset helps your clients
Let Offset make your clients' money work harder for them.
-
Pension toolscontains a sub menu
- Home
-
...
- Our Products
- Trusts for Investments & Savings
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
TRUSTS
Helping make investments inheritance tax-efficient
To use with Investment Bonds
Fixed Discounted Gift and Income Trust
Flexible Discounted Gift and Income Trust
Find out which Discounted Gift Trust is right for your clients
To use with our Regular Savings Plan
Looking for trust information for legacy products
Find literature for our trusts that are now closed to new business.
Learn about trusts
Trusts can be a good option to help protect family wealth.