Original Series, sometimes called Series 1
Contracted In Money Purchase commencing on or before 31/07/2000 Executive Personal Pension Free Standing AVC commencing on or before 31/07/2000 Group AVC commencing on or before 31/07/2000 Group Personal Pension commencing on or before 31/07/2000 Income Drawdown Individual Personal Pension commencing on or before 31/10/2000 Phased Retirement Section 32 commencing on or before 31/12/1998 Trustee Investment Bond Unitised Annuity commencing on or before 09/05/2000
Pension Funds – Series 2
Contracted In Mony Purchase commencing after 31/07/2000 Executive Personal Pension (Simplified Charge) commencing after 05/02/2003 Group AVC commencing after 31/07/2000 Group Personal Pension commencing after 31/07/2000 Individual Personal Pension commencing after 31/10/2000 Section 32 commencing after 12/12/2002 Section 32A commencing after 12/12/2002 Unitised Annuity commencing after 09/05/2000
Pension Funds – Series 3
Our Stakeholder pension range of unit linked pension funds
Pension Funds – Series 4
Series 4 units are only for investments into our Retirement Account.
Source: Financial Express. The figures do not include any initial charge or other product charge(s) that may be applicable. Past performance is not a reliable indicator of future results. The value of an investment is not guaranteed and can go up and down depending on investment performance (and currency exchange rates where a fund invests overseas).
New customers should contact their adviser or Scottish Widows for information on fund availability.
OEICS: Performance is on a single pricing basis, with income (where applicable) reinvested net of UK tax and net of total annual fund charges.
Life funds: Performance figures is on a single pricing basis, with income (where applicable) reinvested net of UK tax and net of total annual fund charges.
Pension funds: Performance figures are on a bid to bid basis, with income (where applicable) reinvested gross of UK tax and net of total annual fund charges.
Offshore funds: Performance figures are on a bid to bid basis, in the currency of the funds, with income (where applicable) reinvested net of UK tax and net of total annual fund charges.
Please note: that not all of the funds listed are available for every Product. For information on which funds are available, please refer to the relevant Product brochure. Our product literature gives details about specific Scottish Widows and Clerical Medical funds and their availability to particular products. Full details of the terms and conditions are available on request from Scottish Widows.
* Closed: This fund is available to existing customers who already hold units/shares in the fund. New customers should contact their adviser or Scottish Widows for information on fund availability.
