Planning and technical guidance

Retirement Planning

Our range of technical support material covers the key aspects of pension accumulation and decumulation incorporating the greater freedom applying to defined contribution pension funds from April 2015.

 

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Opportunities in the market


Retirement planning

Are your clients looking to build a retirement pot? We review the benefits and planning opportunities in our articles and case studies.


Other opportunities for retirement planning

View the opportunities available with pension transfers and switching, including the change to the Retirement Account charging structure.

To elect for the scheme to pay the annual allowance charge, please complete the scheme pays form which can be found here.


Retirement Income

Are your clients focusing on the options for planning an income in retirement? We review the benefits and planning opportunities in our articles and case studies.


Other opportunities for retirement income

Help your clients plan for the most appropriate use of pension death benefits.

Products


Retirement planning


Retirement Income

eServices, tools and calculators


Tools and calculators

We've designed a number of tools to help with your retirement planning and income including


eServices

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Get in touch

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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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