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- Retirement
- Transfer a pension
- Retirement options
Retirement options
- Products
Products
- Calculators and tools
- Retirement explained
Retirement explained
- Scottish Widows Platform
Secondary Navigation 'Scottish Widows Platform' links to /content/scottish-widows/en-gb/index/sw-platform-info
- Investments
- Learn about investing
Secondary Navigation 'Learn about investing' links to /content/scottish-widows/en-gb/index/investments/learn
- What you can do with your investment
Secondary Navigation 'What you can do with your investment' links to /content/scottish-widows/en-gb/index/investments/options
- Learn about investing
- Life insurance
- Life cover
Life cover
- Critical illness cover
Critical illness cover
- How to apply
Secondary Navigation 'How to apply' links to /content/scottish-widows/en-gb/index/life-insurance/products/how-to-apply
- Life insurance explained
Secondary Navigation 'Life insurance explained' links to /content/scottish-widows/en-gb/index/life-insurance/life-insurance-explained
- How to claim
Secondary Navigation 'How to claim' links to /content/scottish-widows/en-gb/index/life-insurance/how-to-claim
- Life cover
- Savings & mortgages
- Savings
- Mortgages
Mortgages
- Existing customers
- Interest rates
Secondary Navigation 'Interest rates' links to /content/scottish-widows/en-gb/index/bank/interest-rates
- Documents and forms
Secondary Navigation 'Documents and forms' links to /content/scottish-widows/en-gb/index/bank/global/product-literature
- Internet banking
- About Scottish Widows Bank
About Scottish Widows Bank
- Savings
- Existing customers
- Pensions
Pensions
- Annuities (guaranteed income for life)
Secondary Navigation 'Annuities (guaranteed income for life)' links to /content/scottish-widows/en-gb/index/existingcustomers/annuities
- Investments
Visit our new Investments section to learn more about investing and to find out what you can do with your own investment.
- Life insurance
Protection
- With-profits
With-profits
- Scottish Widows Platform
Secondary Navigation 'Scottish Widows Platform' links to /content/scottish-widows/en-gb/index/sw-platform-info
- Pensions
- Online services
- Mobile app
Secondary Navigation 'Mobile app' links to /content/scottish-widows/en-gb/index/online-services/mobile-app
- Mobile app
- Retirement click to go to sub menu of Retirement
- Investments click to go to sub menu of Investments
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- Savings & mortgages click to go to sub menu of Savings & mortgages
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Retirement options
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Products
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Retirement explained
- Scottish Widows Platform
- Life cover Life cover collapsed
Life cover
- Critical illness cover Critical illness cover collapsed
Critical illness cover
- How to apply
- Life insurance explained
- How to claim
- Savings Savings collapsed
- Mortgages Mortgages collapsed
Mortgages
- Existing customers Existing customers collapsed
- Interest rates
- Documents and forms
- Internet banking Internet banking collapsed
- About Scottish Widows Bank About Scottish Widows Bank collapsed
About Scottish Widows Bank
- Pensions Pensions collapsed
Pensions
- Annuities (guaranteed income for life)
- Investments Investments collapsed
Visit our new Investments section to learn more about investing and to find out what you can do with your own investment.
- Life insurance Life insurance collapsed
Protection
- With-profits With-profits collapsed
With-profits
- Scottish Widows Platform
Fund prices, charges and information, as well as investment updates.
FUND PRICES
We update our fund prices each working day. For most funds you can view or download factsheets, including past performance, by selecting the fund information icon.
Pension funds
For all Scottish Widows pension fund series and existing customers invested in Halifax pension products.
Life funds
Available to existing customers already invested in either a Scottish Widows or Halifax life product.
OEIC and ISA funds
Available to existing customers who already hold shares in the funds listed, including Halifax OEIC and ISA customers.
Clerical Medical funds
Information on Clerical Medical funds and prices.
JPMorgan GBP Index – Information has been obtained from sources believed to be reliable but J.P. Morgan does not warrant its completeness or accuracy. The Index is used with permission. The Index may not be copied, used, or distributed without J.P. Morgan’s prior written approval. Copyright 2016, J.P. Morgan Chase & Co. All rights reserved.
Fund charges and changes
Fund charges
Fund charges
Check total annual charges for our funds.
Pension and life fund charges
OEIC and ISA fund investment documents
Fund changes
Fund changes
Keep up-to-date and find everything you need to know about changes to our funds.
FUND REPORTS
Monthly investment update
Monthly investment update
Current information about all our funds, including launch date, size of fund and performance figures, as well as updates on world markets.
Assessment of value reports
Assessment of value reports
The Financial Conduct Authority (FCA) has asked all UK Fund Managers to complete an annual review of each of the OEIC and ISA funds they manage to assess the overall value delivered to customers. Our Assessment of Value Reports can be viewed on our Key Investor Information Documents (KIIDs) page.
Scottish Widows Cash Fund Weekly report
Scottish Widows Cash Fund Weekly report
Useful information about the fund, including size, top ten holdings and credit profile.
STOCK MARKET VOLATILITY
Market volatility and pensions
It’s normal for the value of your pension to go up and down over the short term. This is because your pension is likely to be invested in company shares and other stock market investments that also carry risk. These tend to go through periods of upwards and downwards price movements, including sudden changes over the short term. This is known as volatility.
Read more about stock market volatility.
