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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
Workplace options
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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
Find out more
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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
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About our fundscontains a sub menu
- Literaturecontains a sub menu
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Expertisecontains a sub menu
- FundsTalk
- Individual Retirement Centre
- Protection Centre
- Workplace Savings Centre
- TechTalk
- TechTalk Vodcast
- Investment Perspectives
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CPDcontains a sub menu
TECHTALK MASTERCLASSES
Watch the latest CII accredited Masterclass from our Financial Planning and TechTalk team.
- Knowledge library
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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
- Income sustainability calculator
- Retirement Income shortfall tool
- Salary Exchange calculator
- Retirement Analysis Platform
- Salary, dividend & pension tool (xls 234kb)
- Carry Forward calculator 2019/2020 (xls 492kb)
- Carry Forward calculator 2020/2021 (xls 332kb)
Find your fund
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
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
REGISTER FOR ONLINE SERVICES
Financial Advisers
Register here if you are an FCA regulated business to look at your clients’:
- pensions
- investments
- protection.
You can:
- check your clients’ current values
- manage savings funds
- view your clients’ personal details.
mortgage intermediaries
Register here to use SWB Click, Scottish Widows Bank's online mortgage service:
- Create mortgage illustrations
- Create Decisions in Principle (DIPs)
- Submit full applications
- Upload documents
- Track applications