Decision Trees
Decision trees are simple step-by-step guides to help your clients decide whether a Stakeholder pension is suitable for them. These decision trees have been designed by the Financial Services Authority (FSA) to help your clients make the right choices about their pension. It does not give them financial or professional advice and they should not regard it as doing so. They should get help from you if they require advice. The decision trees are available in two different formats, you can use the online interactive decision trees
, or you can download the decision trees in pdf format.
Please note — to view or print PDFs you will need Adobe Acrobat Reader installed on your PC. Acrobat Reader software is free of charge and can be downloaded from here.
We have a large selection of literature to help both you and your client find out more about the Scottish Widows Stakeholder pension plan. This includes descriptive booklets and decision trees to help you and your client decide if a stakeholder pension is right for your client. There are also application forms, information packs and key features. You can choose to download literature to view/print out, or you can order printed copies which will be sent out to you. All these are available from our Literature Library.
Important Information
