Not available

Accessibility statement [Accesskey '0']Go to Accessibility statement
Skip to Content [Accesskey 'S']Skip to main content
Skip to site Navigation [Accesskey 'N']Go to Navigation
Go to Home page [Accesskey '1']Go to Home Page
Go to Sitemap [Accesskey '2']Go to Sitemap

Scottish Widows Logo

Personal
Employer
Adviser

Scottish Widows Logo

Search
Help
Contact us
Register
Log in

Log in

Financial Advisers

Mortgage Intermediaries

Search

Search...

Main Menu

Back

Productscontains a sub menu
- Individual Pensionscontains a sub menu
  Pension Options
  
  Retirement Account
  
  Stakeholder Pension
  
  Pension Top-Up Plan
  
  Find out more
  
  How we can help online
  
  About our funds
  
  Pension tools
- Workplace Savingscontains a sub menu
  Workplace options
  
  About Workplace
  
  Investment proposition
  
  Employee engagement
  
  Support
  
  New business
  
  Price a workplace scheme
  
  Find out more
  
  How we can help online
  
  About our Funds
  
  Pension tools
- Protectioncontains a sub menu
  Personal Protection
  
  Life Cover
  
  Life with Critical Illness Cover
  
  Critical Illness Cover
  
  Business protection
  
  Life Cover
  
  Life with Critical Illness Cover
  
  Critical Illness Cover
  
  Relevant Life Cover
  
  Find out more
  
  Our underwriting
  
  Product literature
  
  Tools
- Annuitiescontains a sub menu
  Annuity options
  
  Individual Annuities
  
  Bulk Annuities
  
  Find out more
  
  Product literature
- Savingscontains a sub menu
  Personal Accounts
  
  E-Cash ISA 3
  
  Direct Transfer Account 2
  
  Non-Personal Accounts
  
  Charity Deposit Account
  
  Club and Association Deposit Account
  
  Pension Fund Deposit Account 2
  
  Find out more
  
  Interest rates and charges
  
  Product literature
- Mortgagescontains a sub menu
  Mortgage Options
  
  Professional Mortgage
  
  Flexible Mortgage
  
  Remortgages
  
  Find out more
  
  Charges and Valuation Fees
  
  Product literature
  
  Mortgage tools
  
  Lending Criteria
  
  Offset
- Trustscontains a sub menu
  Trusts Options
  
  Trusts for Protection
  
  Trusts for Investments & Savings
  
  Trusts for OEICs
  
  Find out more
  
  Product literature
  
  Trusts Explained
Fundscontains a sub menu
- About our fundscontains a sub menu
  Fund Distributions
  
  Fund Charges
  
  Find your fund
  
  Use fund name, code or other filters to find the fund you need.
  
  Find the funds
- Fund Governancecontains a sub menu
  Fund Availability
  
  Regular Reports
  
  Investment Risk Ratings
  
  Find your fund
  
  Use fund name, code or other filters to find the fund you need.
  
  Find the funds
- Factsheets, price & performance
- Fund Reporting Hub
- Investment Perspectives
- Responsible Investment
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.
  
  Find the funds
- Protectioncontains a sub menu
  Underwriting Outcomes tool
  
  Definition of Disability tool
  
  Protection Recommendation tool
  
  Relevant Life Policy calculator
  
  Business Valuation calculator
  
  Key Person calculator
  
  Premium Equalisation calculator
  
  Help with your client conversations
  
  See how you structure conversations about protection.
  
  Start conversations
- Mortgagescontains a sub menu
  Mortgage Offset
  
  Mortgage Affordability Calculator
  
  See how offset helps your clients
  
  Let Offset make your clients' money work harder for them.
  
  Discover Offset

Home
...
Our Products
Workplace Savings
Not available

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

This site is intended for UK authorised & regulated financial advisers only. It is not intended for onward transmission to retail customers & should not be relied upon by any other person. If you are not an adviser please return to our consumer site

Print

Search

Help and support

Agency set-upMore information on how to set up an agency
Online services
Contact us

Products

Individual Pensions
Workplace Savings
Annuities
Protection
Trusts
Savings
Mortgages

Funds

Factsheets, price & performanceTakes you to our funds tool opens in a new tab
Fund governance
Fund information

About Us

About Scottish Widows
Financial Strength
Our awardsOur awards
Scottish Widows Bank
Lloyds Banking Group
Careers

Log in

Search

Find your fund

Find your fund

Find your fund

Help with your client conversations

See how offset helps your clients

Help and support expandable section Help and support

Products expandable section Products

Funds expandable section Funds

About Us expandable section About Us

Help and support

Products

Funds

About Us