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Scottish Widows Unit Trust Managers Limited (SWUTM)

Assessment of Value Report 2019

The Financial Conduct Authority (FCA) has asked all UK Fund Managers to complete an annual review of each of the funds they manage to assess the overall value delivered to customers.

Our Assessment of Value Report can be viewed in the link below and our overall conclusion is that we provide good value to customers invested in our funds.

However, it’s important to us that we continually challenge ourselves to identify areas where we could improve value for customers. That’s why we’re taking action and introducing the changes below.

Our changes

We are taking action and introducing the following changes:

  • Lowering the charges on our older share classes
  • Simplifying the pricing structure across all funds and halving the cost of registration fees
  • Transferring the management of the majority of our active funds to a new asset manager
  • Improving the service we deliver and giving our customers new ways to manage their investments online.
View the 2019 Assessment of Value Report

Value Assessment Report video summary

Scottish Widows Investments Director Iain McGowan explains the key content of our report.

Please call us on 0345 300 2244 if you have any questions about the report. We’re open between 8am and 6pm from Monday to Friday, and 9am and 12:30pm on Saturday. We may record and monitor calls to help us improve our service.

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