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Productscontains a sub menu
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Individual Pensionscontains a sub menu
Pension Options
Find out more
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Workplace Savingscontains a sub menu
Find out more
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Protectioncontains a sub menu
Personal Protection
Business protection
Find out more
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Annuitiescontains a sub menu
Annuity options
Find out more
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Savingscontains a sub menu
Personal Accounts
Non-Personal Accounts
Find out more
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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
- 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)
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
- Home
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- About our tools
- Mortgage tools
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
Tools & Calculators
See how much your clients can borrow and how much they can save in interest payments.
Mortgage Affordability Calculator
Get a broad indication of the amount we are able to lend. It's designed for guidance purposes only.
Offset Calculator
Use our offset calculator to demonstrate the benefits to your clients.
See how our tools work with our mortgages
We hope you make the most of our mortgage tools. See how they deliver actual results with our mortgage options.