Transfer of the bulk purchase annuities business from Scottish Widows to Rothesay

We have now transferred the Bulk Purchase Annuities business to Rothesay Life

What’s happened so far:

In March 2024, Scottish Widows Limited agreed to transfer its Bulk Purchase Annuities business to Rothesay Life Plc, subject to appropriate approvals.
On 14th May 2025, Scottish Widows received approval from the High Court to proceed with the transfer under Part VII of the Financial Services and Markets Act 2000.
The transfer took place on 11th June 2025.
All relevant documents can be found below.

Getting in touch

If you do have any questions, you can contact Rothesay using the details below:

By phone: 0800 009 4155 (UK) (or +44 (0)207 806 6175 if calling from outside the UK). Lines are open between 9am to 5pm Monday to Friday (excluding bank holidays). Calls may be recorded and monitored for quality purposes.
By email: rothesay@aptia-uk.com
By letter: Rothesay, Maclaren House, Talbot Road, Stretford, Manchester, M32 0FP
Via the secure portal: www.contactpensionsadmin.com/rothesay

Relevant documents and further detail

Policyholder Letter and Transfer Guide

Policyholder letter example (PDF, 140KB)
Policyholder transfer guide (PDF, 1.6MB)

Trustee Letter and Transfer Guide

Trustee letter example (PDF, 140KB)
Trustee transfer guide (PDF, 566KB)

Legal

Court Order (PDF, 360KB)
Legal notice in respect of the transfer (PDF, 109KB)

Other relevant documents

Scheme (PDF, 360KB)
Scheme - summary (PDF, 122KB)
Independent Expert’s Report (PDF, 1.6MB)
Independent Expert’s Report - summary (PDF, 226KB)
Scottish Widows Chief Actuary’s Report (PDF, 429KB)
Scottish Widows With-Profits Actuary’s Report (PDF, 318KB)
Independent Expert's Supplementary Report (PDF, 1MB)
Scottish Widows Chief Actuary's Supplementary Report (PDF, 1MB)
Scottish Widows With-Profits Actuary's Supplementary Report (PDF, 1MB)

You can also refer to the documentation relating to the proposed transfer available on the Rothesay website.