Hands

Features and benefits

Marketing Consultancy

Employee engagement is vital for workplace pensions.

  • Our dedicated workplace pensions communications teams can help you successfully promote schemes in the workplace
  • We offer a range of communications, both online and paper-based, to raise awareness, promote the benefits of joining and meet the ongoing needs of the scheme
  • We don't use a menu approach, and will work with you and your clients to design the most effective communications strategy to meet scheme objectives
  • A range of options is available, from co-branded literature to full bespoke campaigns


Our off-the-shelf multimedia items include

  • Employee information packs with salary exchange versions and promotional material available
  • Posters, e-mails and desk drops
  • User-friendly microsites with links to company pension documents, information, online tools and member services

Find out more

Salary Exchange

Salary exchange can provide many benefits to your clients and their employees including

  • Employers pay lower National Insurance contributions
  • Increased pension savings for employees
  • Increased take-home pay for employees
  • Adding true value to the benefits package
  • Greater flexibility

We offer a wide range of multimedia support material for intermediaries, employers and employees.

Find out more

Servicing and support

Find out more

Scheme installation and project management

Your dedicated workplace servicing team will be involved in setting up your clients’ schemes and throughout the lifetime.

If you have any special or complex requirements, we may also appoint a dedicated project manager to oversee and co-ordinate the whole process. Support provided by our team of qualified project managers inlcudes:

  • a single point of contact for any aspect of the project implementation
  • face-to-face meetings to design and plan scheme installation
  • rigorous project management and regular progress reporting
  • close liaison with our Marketing Communication team who can develop scheme communications
  • training for scheme administrators
  • a close relationship with the scheme's Workplace Servicing team to ensure seamless implementation at each phase
  • post-implementation review to ensure we have met your expectations

To find out more, contact your Account Manager.

Client management

For certain schemes we also offer ongoing client management, which includes

  • Responsibility for the overall customer experience
  • A dedicated point of contact
  • MI reports
  • Updates on proposition developments
  • Updates on scheme governance
  • Updates on market changes and legislation on your scheme

To find out more, contact your Account Manager.

Scheduled and bulk quotes

Our enhanced quotes process gives you the flexibility to meet the individual needs of you and your clients. Choose from one of three options when requesting quotations

  • Scheduled quotes
  • Bulk quotes
  • Personalised quotes

Find out more

Investment options

We offer simple investment solutions with sophisticated governance. Our evolving investment proposition has wide appeal to all clients.

Find out more

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