The Widow

Investment tools and calculators

We've developed a range of tools and calculators to support you in reviewing your clients' policies. Click on the links below to access the tools. You need to register to access the secure tools.

 

Fund Search tool

Search for funds by fund name, product category, fund category, fund manager and sector to find the latest fund price and daily change. View the fund performance by month, year and since launch.



Fund Charting tool

A flexible online tool that allows you to look at performance charts, not only for Scottish Widows funds but also for funds from other life and pension providers and investment houses.



Retirement Account Fund Supermarket Search tool

Search for Retirement Account funds by fund name, provider, sector, OBSR, effective TER and Crown Rating.



Portfolio Architect (secure)

Designed to be a highly effective and easy-to-use modelling tool which simplifies the fund-selection process. Helps to determine an asset allocation based on your client's risk profile. Find out more including guides and frequently asked questions.



Portfolio Viewer (secure)

A detailed view of Scottish Widows funds in a full-colour report, which includes: geographical exposure of assets held, classification of asset types both by ABI sector and industrial categories and the top 10 holdings.



View our bonds calculators

 

 

Access our secure tools

To access our secure tools and calculators you need to register or log in.

Fund finder

Help and support

What's happening in the market?

  •  FundsTalk

    Insight on funds, markets and investment issues from leading experts.

  •  TechTalk

    Our technical magazine for financial advisers.

As part of the Lloyds Banking Group, Scottish Widows is proud to be an Official Provider of the London 2012 Olympic and Paralympic Games.

Copyright ©2012 Scottish Widows | Copyright, companies, legal and privacy information |  Accessibility | Scottish Widows Investment Partnership | Site map

Important Information about Scottish Widows

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 plc, registered in Scotland number 199549. Registered office in the United Kingdom at 69 Morrison Street, Edinburgh EH3 8YF. Telephone: 0131 655 6000. Scottish Widows plc is authorised and regulated by the Financial Services Authority. Our FSA register number is 191517.

Scottish Widows Unit Trust Managers Limited, registered in England and Wales number 1629925. Registered office in the United Kingdom at Charlton Place, Andover, Hampshire SP10 1RE. Telephone: 0845 300 2244. Scottish Widows Unit Trust Managers Limited is authorised and regulated by the Financial Services Authority. Our FSA register number is 122129.

Clerical Medical Investment Group Limited, registered in England and Wales number 3196171. Registered office in the United Kingdom at 33 Old Broad Street, London EC2N 1HZ. Authorised and regulated by the Financial Services Authority. Our FSA register number is 181655.

CMI Insurance Company Limited. Scottish Widows is a trading name of CMI Insurance Company Limited. CMI Insurance Company Limited, registered in Isle of Man number 33520. Registered office in the Isle of Man at Clerical Medical House, Victoria Road, Douglas, Isle of Man, IM99 1LT.

HBOS Investment Fund Managers Limited, registered in England number 941082. Registered office in the United Kingdom at Trinity Road, Halifax, West Yorkshire HX1 2RG. HBOS Investment Fund Managers Limited is authorised and regulated by the Financial Services Authority.

St Andrews Life Assurance plc, registered in England and Wales number 3104670. Registered office in the United Kingdom at 33 Old Broad Street, London EC2N 1HZ. Authorised and regulated by the Financial Services Authority. Our FSA register number is 189101.

Scottish Widows Bank plc, registered in Scotland no. 154554. Registered office in the United Kingdom at PO Box 12757, 67 Morrison Street, Edinburgh EH3 8YJ. Scottish Widows Bank plc is authorised and regulated by the Financial Services Authority. Our FSA register number is 201601. The main business of Scottish Widows Bank is arranging, entering into and administering mortgages and accepting deposits.

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