Scottish Widows Unit Trust Managers Limited (SWUTM)

Assessment of Value Report 2020

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 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

These are some of the changes we have made to our funds:

  • We've lowered the charges for many of our older share classes
  • We've simplified the pricing structure across all funds and halved the cost of registration fees
  • We've transferred the management of the majority of our active funds to a new asset manager
  • We are continuing to improve the service we deliver to our customers and improve our online functionality.
View the 2020 Assessment of Value 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.