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Investment tools and calculators

We've developed a range of tools and calculators to support you in reviewing your clients' policies. Click on the links below to access the tools. You need to register to access the secure tools.

Fund Search tool

Search for funds by fund name, product category, fund category, fund manager and sector to find the latest fund price and daily change. View the fund performance by month, year and since launch.

Fund Charting tool

A flexible online tool that allows you to look at performance charts, not only for Scottish Widows funds but also for funds from other life and pension providers and investment houses.

Retirement Account Fund Supermarket Search tool

Search for Retirement Account funds by fund name, provider, sector, OBSR, effective TER and Crown Rating.

Access our secure tools

To access our secure tools and calculators you need to register or log in.

Fund finder

Help and support

What's happening in the market?

  •  FundsTalk

    Insight on funds, markets and investment issues from leading experts.

  •  TechTalk

    Our technical magazine for financial advisers.

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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.

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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.

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