Literature Library

Title	Ref. no.	Audience
Application Form for the Conventional Annuity Conventional Annuity Application Form	44225	Adviser
Key Features of the Open Market Option Annuity	14205	Client/Adviser
Key Features of the Personal Pension Plan (Immediate Retirement)	14204	Client/Adviser

Doc. Type	Title	Ref. no.	Audience	Order
	Income Drawdown/Phased Retirement/ Trustee Investment Bond Fund Charges Sheet	14078	Client/Adviser

Title	Ref. no.	Audience
Adviser technical guide	49559	Client/Adviser
Approach letter	49565	Client/Adviser
Building Investment Portfolios	49571	Adviser
Designation managing the transition into retirement	47324A	Client/Adviser
Guide to conducting Retirement Income business	49646	Client/Adviser
Income Recycling generating more tax free cash	47772A	Client/Adviser
Key benefits of Income Drawdown	49561	Client/Adviser
Key Features of the Retirement Account for Retirement Income	23168	Client/Adviser
Maximise the power of pensions	48548A	Client/Adviser
Reasons why to choose Income Drawdown	49564	Client/Adviser
Retirement Account Offering Income Drawdown with more choice	49567	Adviser
Retirement Account Offering Income Drawdown with more choice	49570	Adviser
Suitability report	22898	Client/Adviser
Your guide to Retirement Income	49560	Adviser

Doc. Type	Title	Ref. no.	Audience	Order
	Intermediary Introduction Certificate Intermediary Introduction Certificate - For UK resident private individuals.	10354	Client/Adviser

Doc. Type	Title	Ref. no.	Audience	Order
	Bypass Trust information	49644	Adviser

Doc. Type	Title	Ref. no.	Audience	Order
	Key Features for taking income drawdown from your existing Individual/Trustee Buyout Plan	45107	Client/Adviser

Title	Ref. no.	Audience
Customer Agreement Self-Invested Personal Pension SIPP Customer Agreement	12646	Client/Adviser
Important notes for applications Important notes to be read before signing application forms.	46718a	Client/Adviser
Key Features of the Self-Invested Personal Pension (SIPP) for Income Drawdown or Phased Retirement	16808	Client/Adviser
SIPP Application Application to Self-Invest an Existing NUPC Scottish Widows Personal Pension.	12606	Client/Adviser
SIPP Customer Agreement Booklet	12600	Adviser

Doc. Type	Title	Ref. no.	Audience	Order
	Tax Facts 2010/11 Guidance about Tax facts for 2010/11.	SW56316	Client/Adviser

Doc. Type	Title	Ref. no.	Audience	Order
*Sorry there are no documents within this category

Title	Ref. no.	Audience
Bypass Trust information	49644	Adviser
Death Benefits - Post Crystallisation Factsheet	47653	Adviser
Direct Debit Instruction	16248	Client/Adviser
Scottish Widows Letter of Authority Form	49033	Adviser

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During this period of transition Scottish Widows is an introducer of Clerical Medical products. The firms are regulated by the Financial Services Authority.

Clerical Medical Investment Group Limited. Registered in England and Wales No. 3196171. Registered office in the United Kingdom at 33 Old Broad Street, London EC2N 1HZ.

Clerical Medical Investment Group Limited is authorised and regulated by the Financial Services Authority. Our FSA Register number is 181655.

This material is for use by UK financial advisers only. It is not intended for onward transmission to retail customers and should not be relied upon by any other person.

Scottish Widows plc. Registered in Scotland No. 199549. Registered Office in the United Kingdom at 69 Morrison Street, Edinburgh EH3 8YF. Telephone: 0131 655 6000. Scottish Widows Unit Trust Managers Limited. Registered in England and Wales No. 1629925. Registered Office in the United Kingdom at Charlton Place, Andover, Hampshire SP10 1RE. Tel: 0845 300 2244.

Scottish Widows plc and Scottish Widows Unit Trust Managers Limited are authorised and regulated by the Financial Services Authority. Our FSA Register numbers are 191517 and 122129 respectively. You can check this on the FSA’s Register by visiting the FSA’s website www.fsa.gov.uk.

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