PERSONAL EMPLOYER ADVISER Scottish Widows Contact us Register Log in Home Fund changes Glossary FUND CHANGES Here you can keep up to date, and find everything you need to know about changes to our funds. This could be, for example, a change to a fund’s objective, risk rating or charges; or a change to the investment adviser, the fund’s name or underlying investment approach. WHAT’S CHANGING? September: Changes we’ve made to the Scottish Widows Environmental Fund September: Changes we’ve made to the Scottish Widows Ethical Fund September: Changes we’ve made to the Scottish Widows Multi-Manager UK Equity Focus Fund September: Changes we’ve made to the Scottish Widows Multi-Manager UK Equity Growth Fund July: We’re introducing inflation-linked benchmarks for our Pension Portfolio Funds July: Changes we’re making to investment policies for some OEIC and ISA Funds June: Changes affecting Scottish Widows OEIC or ISA customers May: Results of the Extraordinary General Meetings May: The Scottish Widows Latin American Fund and Diversified Portfolio Fund will close on 28th June 2021 May: EGMs on 28th May on Proposed Fund Mergers May: Enhancements to Scottish Widows Life and Pension Solution Funds April: Japanese Stock Markets close for national holidays: 3rd to 5th May April: Changes affecting Halifax Collective Investment Plans and ISA Investors February: All our life and pension property funds are now trading as normal WHAT CHANGED IN 2020 September: Our latest Value Assessment reports September: Property fund suspensions – restrictions beginning to be lifted September: Lifting the suspension of trading in Scottish Widows Property OEICs July: Proposed Fixed Interest and Multi-Asset Fund changes July: Stopping of the securities lending programme July: Enhancements to our Pension Portfolio Funds and Retirement Portfolio Funds April: Trading restrictions on Scottish Widows life and pension property funds April: Japanese stock market closures for national holidays: 4th-6th May 2020 March: Suspension of Retirement Account Property Funds March: Suspension of Scottish Widows property funds March: Temporary suspension of property funds February: Closure of Scottish Widows JPM Global Macro Balanced Fund January: Woodford Equity Income Fund returns first tranche of wind-up proceeds January: Upcoming changes to Portfolio Funds WHAT CHANGED IN 2019 December: Upcoming changes to High Reserve Fund October: Developments and Actions regarding Woodford Equity Income Fund September: New Investment Managers of our Life and Pension Funds August: New Investment Advisers of our OEIC and ISA Funds August: Updates to Fund Objectives and Policies August: Proposal to make a change to the Scottish Widows Managed Growth Funds August: Proposal to merge seven Solution funds into the Investment Portfolio ICVC and change of management WHAT CHANGED IN 2018 October: Important changes to the SW JPM Global Macro Balanced Fund WHAT CHANGED IN 2017 June: Fund closures May: Changes to some Scottish Widows and Clerical Medical fund names WHAT CHANGED IN 2016 November: Change to Scottish Widows Consensus Fund November: New funds launched on the Scottish Widows fund range September: Important updates on Scottish Widows Property funds FURTHER INFORMATION INDEPENDENT ADVICE If you’re unsure about how any of these changes may affect your investments, we recommend that you speak to an independent adviser. If you don’t have an adviser you can find one at unbiased. Remember a financial adviser may charge for any advice they give. You can find free and impartial money guidance from the government at www.moneyadviceservice.org.uk or by calling free: 0800 138 7777 Monday to Friday from 8am to 8pm, and Saturday from 9am to 1pm. GLOSSARY It’s difficult to avoid jargon in financial services, so you may have come across some unfamiliar expressions. We’ve explained them here. See glossary Back to top CONTACT US Get in touch How would you like to hear from us? Make a claim Make a complaint Existing customer centre PRODUCTS Pensions & Annuities Life Insurance Savings & Mortgages SERVICES Fund prices Find a financial adviser ABOUT US About Scottish Widows Responsible investment Personal Employer Adviser Scottish Widows Bank Lloyds Banking Group Careers Media Centre Cookies Legal Information Accessibility Sitemap Facebook Twitter Youtube