PERSONAL EMPLOYER ADVISER Scottish Widows Logo Search Help Contact us Register Log in .st0{fill:none;stroke:#d73e42;stroke-width:2} Products Funds Literature Expertise 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 Continue to our website TAKING ON THE FUTURE TOGETHER COVID-19 SUPPORT FOR YOU AND YOUR CLIENTS We are as committed as ever to helping people plan for a secure financial future. We continue to support both you and your clients throughout the impact of coronavirus and the changes that have resulted on our daily lives. COVID-19 support 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 TIME TO RETHINK PROTECTION Our protection is now more inclusive and more accessible, helping you deliver great outcomes for your business, and more of your clients. Explore now VALUE FOR MONEY How can our Retirement Account help you deliver value for money to and through retirement? Find out more 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 OUR APPROACH TO CLIMATE CHANGE Climate change presents opportunities as well as risks. We’re aiming to reduce the carbon footprint of ALL our investments to net zero by 2050. Climate change MAXIMISING ANNUAL ALLOWANCES – SUPPORT FOR YOU AND YOUR CLIENTS We’re here to support you, and your clients, when maximising annual allowances. This includes details of allowances, carry forward rules as well as useful guides, case studies, tools and calculators. Find out more 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 TECHTALK MASTERCLASSES Watch the latest CII accredited Masterclass from our Financial Planning and Techtalk team. Watch now TECHTALK Helping you make the most of legislative change. Read the latest edition INVESTMENT PERSPECTIVES Investment news and insight. Explore now NEWS AND INFORMATION Cyber Security Guidance (PDF 2MB) Responsible Investments team launch (PDF 6KB) New Investment Managers for most of our Funds Changes to our diabetes underwriting philosophy FUNDS Integrating ESG considerations – new climate transition fund Read more on Responsible Investment (PDF 2MB) Enhancements to our Pension Investment Approaches Read our Governance Review Guide (PDF 3MB) Enhancements to our Pension Portfolio Funds and Retirement Portfolio Funds Read our RA Governance Review Guide (PDF 2MB) Lifting restrictions on our property funds Read more about Fund Changes Find out about our ranges, fund news and more Explore funds Read about our new Responsible Investment and Stewardship Framework Explore Responsible Investment 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 Print Email Share Please Enter to access social media links Search Back to top HELP AND SUPPORT Agency set-up More 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 & performance Takes you to our funds tool opens in a new tab Fund governance Fund information ABOUT US About Scottish Widows Financial Strength Our awards Our awards Scottish Widows Bank Lloyds Banking Group Careers Cookies Legal Information Accessibility Site map Visit the Scottish Widows Linkedin page. Share on Twitter Share on Facebook Opens the Scottish Widows Youtube page: link opens in new tab