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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

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 * Individual Pensions Individual Pensions collapsed
   
   Pension Options
   
    * Retirement Account
    * Stakeholder Pension
    * Pension Top-Up Plan
   
   Find out more
   
    * How we can help online
    * About our funds
    * Pension tools

 * Scottish Widows Platform Scottish Widows Platform collapsed
    * Our market leading technology
    * Products and services
    * Login
   
    * Literature library
    * Investment Options
    * Tools

 * Workplace Savings Workplace Savings collapsed
   
   Workplace options
   
    * About Workplace
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    * Employee engagement
    * Support
    * New business
    * Price a workplace scheme
   
   Find out more
   
    * How we can help online
    * About our funds
    * Pension tools

 * Protection Protection collapsed
   
   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

 * Annuities Annuities collapsed
   
   Annuity options
   
    * Individual Annuities
    * Bulk Annuities
   
   Find out more
   
    * Product literature

 * Savings Savings collapsed
   
   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

 * Mortgages Mortgages collapsed
   
   Mortgage Options
   
    * Professional Mortgage
    * Flexible Mortgage
   
   Find out more
   
    * Charges and Valuation Fees
    * Product literature
    * Mortgage tools
    * Lending Criteria
    * Offset

 * Trusts Trusts collapsed
   
   Trusts Options
   
    * Trusts for Protection
    * Trust for Investments & Savings
    * Trust for OEICs
   
   Find out more
   
    * Product literature
    * Trusts Explained

 * About our funds About our funds collapsed
    * Fund Distributions
    * Fund Charges
   
   
 * Fund Governance Fund Governance collapsed
    * Fund Availability
    * Regular Reports
   
   
 * Factsheets, price & performance
 * Fund Reporting Hub
 * Investment Perspectives
 * Responsible Investment

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 * Mortgages Mortgages collapsed
    * Mortgage Offset
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INTRODUCING SCOTTISH WIDOWS PLATFORM

Our pensions and investment platform. Where real innovation meets real
expertise.

Find out more Opens in a new tab


POPULAR PRODUCTS

 * Retirement Account
 * Workplace Savings
 * Protection
 * Mortgages


ESSENTIALS

 * About our funds
 * Latest TechTalk edition
 * Market reports
 * Tools


ONLINE SERVICES

 * Our online services
 * Set up your agency with us
 * Online servicing with Unipass
 * Register for online servicing

CONSUMER DUTY

Our new Consumer Duty hub has resources to support you in meeting the new
requirements.

Find out more

SUPPORTING YOU AND YOUR CLIENTS

We’re committed to supporting you and your clients throughout times of
uncertainty and the ever-changing market landscape. Have a look at the latest
insight and resources that can help your client discussions.

Support opens in the same tab

COUNTDOWN TO TAX YEAR END - SUPPORT FOR YOU AND YOUR CLIENTS

We're here to support you and your clients at tax year end. This includes
details on allowances, carry forward rules as well as useful guides, case
studies, tools and calculators.

Explore now Opens in same tab

RESPONSIBLE INVESTMENT

We aim to offer you and your clients responsible investment choices and
challenge companies we invest in to behave more sustainably and responsibly.

Responsible Investment

THE EXPERT SERIES

Our new Expert Series includes topical webinars, vodcasts and podcasts to help
you navigate the changing market, both now and in the future.

Explore now

PRICE A WORKPLACE PENSION SCHEME

Get a simple and quick quote by telling us a few details about your client. We
will review and aim to respond in two working days. Our quote will give details
of how a Scottish Widows policy could benefit your client and their employees.



Price a workplace scheme Opens an email window

TECHTALK

TechTalk

Helping you make the most of legislative change.

Read the latest edition about the latest changes in legislation.

INVESTMENT PERSPECTIVES

Investment Perspectives

Topical insight from our experts and appointed investment managers and fund
analysis from our Fund Manager Assessment Team. 

Explore now

WORKPLACE INSIGHTS

Read the latest news, expertise and thought leadership from Scottish Widows’
workplace pensions experts.

Workplace insights

NEWS AND INFORMATION

Market Volatility Update (PDF, 1MB)

HMRC Trust Guidance - Trust Registration Requirements (PDF, 1MB)

Cyber Security Guidance (PDF, 2MB)

 

FUNDS

Read our latest strategic asset allocation review here


Find everything you need to know about changes to our funds
Read more about Fund Changes

Find out about our ranges, fund news and more
Explore funds

Quarterly performance reports for our main multi-asset pension funds
Read reports here

Read about our approach to Responsible Investment
Explore here

SUPPORTING YOUR CPD

Our CII accredited courses support your structured CPD learning requirements.  

Learn more about CPDs

See how our online services help you work better

See how we can help online

Keep informed with our insight and analysis emails, plus product news and CPD

Choose your email updates

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

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HELP AND SUPPORT EXPANDABLE SECTION HELP AND SUPPORT

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


PRODUCTS EXPANDABLE SECTION PRODUCTS

 * Individual Pensions
 * Scottish Widows Platform
 * Workplace Savings
 * Annuities
 * Protection
 * Trusts
 * Savings
 * Mortgages


FUNDS EXPANDABLE SECTION FUNDS

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


ABOUT US EXPANDABLE SECTION ABOUT US

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

Cookies Legal Information Accessibility Site map Modern Slavery Statement (PDF,
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Visit the Scottish Widows Linkedin page.

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