Self-Invested Fund

    Available on FutureProof Individual Pension Plan and FutureProof Individual Buy-Out Plan

     

    Forms
    Title Ref Order
    EG1271
    EG1270
    EG1273
    FutureProof Individual Pension Plan

    Transfer payment application (or partial investment) into the Clerical Medical Self-Invested Fund

    EG1282
    EG1274
    Guides
    Title Ref Order
    EX2069
    EX2066
    EX2065
    EX2067
    EX2077
    Clerical Medical Pension Fund Matrix

    Details of funds which are available through Clerical Medical pensions and their charges.

    SA1806
    52483
    EX2070

     

    Copyright ©2018 Scottish Widows | Copyright, companies, legal and privacy information |  Accessibility | Site map

    Important Information about Scottish Widows | Read about how we use cookies

    Information within this site is intended for UK authorised and regulated financial advisers only. It is not intended for onward transmission to retail customers and should not be relied upon by any other person. If you are not an adviser please return to our consumer site.

    Scottish Widows is not responsible for the content of third party websites. Separate terms apply to the use of third party websites and Scottish Widows does not warrant the accuracy, reliability, availability or otherwise of these sites.

    By using this site you agree to our terms & conditions of use. Please read our copyright, companies, legal and privacy information. We may record and monitor calls to help us improve our service.

    Scottish Widows Limited. Registered in England and Wales No. 3196171. Registered office in the United Kingdom at 25 Gresham Street, London EC2V 7HN. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Financial Services Register number 181655.

    Scottish Widows Unit Trust Managers Limited. Registered in England and Wales No. 1629925. Registered Office in the United Kingdom at Charlton Place, Andover, Hampshire SP10 1RE. Tel: 0345 300 2244. Authorised and regulated by the Financial Conduct Authority. Financial Services Register number 122129.

    HBOS Investment Fund Managers Limited, registered in England number 941082. Registered office in the United Kingdom at Trinity Road, Halifax, West Yorkshire HX1 2RG. Authorised and regulated by the Financial Conduct Authority. Financial Services Register number 119223.

    Scottish Widows Bank is a trading name of Lloyds Bank plc. Registered office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales, no. 2065. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under number 119278.

    Browser Warning: your browser may not be fully supported on this site. Visit our browser help page for a list of supported browsers.
    close