Retirement Account

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Retirement Account request a call back

Already an existing customer?

If you are an existing customer and would like information about your existing Scottish Widows policy, please contact us on 03457 166 777*. Or use our customer enquiries form.

New customers

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*Our opening times are 9am and 8pm Monday to Thursday, 9am to 6pm on Friday and 9am to 1pm on Saturday. We may record and monitor calls to help us improve our service. Representatives of Scottish Widows only offer information and advice on life, pension and investment products from Scottish Widows Limited and Scottish Widows Unit Trust Managers Ltd.

IMPORTANT NOTES

Data Protection Notice

Your information will be held by Scottish Widows which is part of the Lloyds Banking Group. More information on the Lloyds Banking Group can be found at www.lloydsbankinggroup.com.

We may ask you to provide physical forms of identity verification when you open your investment or plan. Alternatively, we may search credit reference agency files in assessing your application. The agency also gives us other details and information from the Electoral Register to verify your identity. The agency keeps a record of our search, whether or not your application proceeds. Our search is not seen or used by lenders to assess your ability to obtain credit.

We will share your personal information from your application with fraud prevention agencies. If necessary a copy of the application form and any other supporting information may be given to a reassurance company who will share the risk with us. If false or inaccurate information is provided and fraud is identified, details of this fraud will be passed to these agencies to prevent fraud and money laundering. Further details explaining how information held by the fraud prevention agencies may be used can be obtained by reading the privacy notice at www.scottishwidows.co.uk/legalprivacy

If you make a claim any information you give to us may be put onto a register of claims and shared with other insurers to prevent fraudulent claims.

Your personal information will be shared within the Lloyds Banking Group so that we and any other companies in our Group can look after your relationship with us. By sharing this information it enables us to better understand your needs and provide products in the efficient way that you expect.

If you apply to us for insurance, a pension or life insurance, we may ask you for some 'sensitive' details, for example your medical history. We will only use this information to provide the service you require and we will ask for your explicit consent.

It is important that you understand how the personal information you give us will be used. Therefore, we strongly advise that you read our Privacy Statement, which you can find at www.scottishwidows.co.uk/legalprivacy or you can ask us for a copy.