Literature Library

Retirement Account

Please select the Retirement Account product you would like to request literature about:

Campaigns
Fixed Term Cash Deposit
Income Drawdown
Key Features
Portfolio Trading Service
Sales Aids & Guides

Share Dealing
Commercial Property
DFM
Fund Supermarket
Generic Literature

* Not all documents are available to order. Those that have the order option greyed out are only available online.

Campaigns

Title	Ref. no.	Audience
Current RDR Landscape	24149	Adviser
Designation - Making designation work for your clients	47323	Adviser
Designation - Managing the transition into retirement with the Retirement Account	47324	Adviser
Designation - Maximise the power of pensions	48548	Client
Income Recycling - Adviser case study	47772	Adviser
Pension Reviews - Advice considerations for pension reviews	48914	Adviser
Pension Reviews - Adviser Checklist for managing pension reviews	48913	Adviser
Pension Reviews - Suggested considerations when preparing adviser reports	48912	Adviser
Pension Reviews - Summary of FSA review on pension switching	48910	Adviser
Pension Switching - Your six step guide to pension switching	48894	Adviser

Fixed Term Cash Deposit

Title	Ref. no.	Audience
Fixed Term Cash Deposit sales aid Sales aid giving you key facts about our new Fixed Term Cash Deposit.	48972	Adviser
Scottish Widows Retirement Account Fixed Term Cash Deposit Investment Details	48861B	Client/Adviser
The Retirement Account Fixed Term Cash Deposit Guide	48856	Client/Adviser

Income Drawdown

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

Key Features

Title	Ref. no.	Audience
Key Features of the Retirement Account	46253	Client/Adviser
Key Features of the Retirement Account for Dependant's Retirement Income	47163	Client/Adviser
Key Features of the Retirement Account for Retirement Income	23168	Client/Adviser

Portfolio Trading Service

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

Sales Aids & Guides

Title	Ref. no.	Audience
Approach Letter	24052	Adviser
Cost of Delay sales aid Cost of Delay sales aid	47527	Adviser
Fixed Term Cash Deposit sales aid Sales aid giving you key facts about our new Fixed Term Cash Deposit.	48972	Adviser
IFA pension client types	49491	Adviser
In Specie Guide In Specie Guide	47940	Adviser
One-off adviser payment from the Retirement Account	49000	Client/Adviser
Portfolio Architect: Evidencing best practice investment processes for pension transfers	48911	Adviser
Process Flow for Regular contribution into Fund Supermarket	49002	Client/Adviser
RA Client Profile For when the right choice is a Personal Pension	24053	Adviser
RA Client Profile For when the right choice is a Personal Pension witha self invested option	24054	Adviser
Retirement Account Adviser Sales Guide	24049	Adviser
Retirement Account Structure - When the right choice is a Personal Pension	23134A	Adviser
Retirement Account Structure - When the right choice is a Self Invested option	23134B	Adviser
Retirement Account Technical Guide A technical guide to the Retirement Account for Financial Advisers	45981	Adviser
Service Charge for the Retirement Account New Service Charge rates from the 16 August	48827	Adviser
The Retirement Account - Contol Account	46275	Adviser
Your Guide to the Retirement Account When the right choice is a Personal Pension	45816a	Client/Adviser
Your Guide to the Retirement Account When the right choice is a Personal Pension with a self invested option	45816b	Client/Adviser

Doc. Type	Title	Ref. no.	Audience	Order
	Retirement Account Share Dealing Guide	47937	Client/Adviser
	Share Dealing Application Form Application	47938	Adviser

Commercial Property

Title	Ref. no.	Audience
Commercial Property Admin Guide Retirement Account Commercial Property Purchase & Administration Guide	22926	Adviser
Commercial Property Policy Provisions Retirement Account Commercial Property Policy Provisions	22927	Adviser
Important notes for applications Important notes to be read before signing application forms.	46718a	Client/Adviser
Retirement Account Commercial Property Purchase Questionnaire	22925	Client/Adviser

DFM

Title	Ref. no.	Audience
Brewin Dolphin Guide to Charges	23799	Client/Adviser
Brewin Dolphin Member Information Form	22952	Adviser
Cazenove Guide to Charges	23795	Client/Adviser
Cazenove Member Information Form	22946	Client/Adviser
DFM Selection Process	46441	Adviser
Important notes for applications Important notes to be read before signing application forms.	46718a	Client/Adviser
Quilter Guide to Charges	23798	Client/Adviser
Quilter Member Information Form	22951	Adviser
Rathbones Guide to Charges	23796	Client/Adviser
Rathbones Member Information Form	22949	Adviser
Retirement Account - Regular Disinvestment Instruction DFM DFM Regular Disinvestment Instruction Form	47087	Client/Adviser
Retirement Account, Managing Your Investments - Brewin Dolphin	23717	Adviser
Retirement Account, Managing Your Investments - Cazenove	23716	Adviser
Retirement Account, Managing Your Investments - Quilter	23720	Adviser
Retirement Account, Managing Your Investments - Rathbones	23719	Adviser

Fund Supermarket

Doc. Type	Title	Ref. no.	Audience	Order
	Fund Supermarket Investment Choice This item can be used in tandem with the Retirement Account application form when making fund choice for Fund Supermarket	47173	Adviser
	Retirement Account Regular Payment Investment Instruction into Fund Supermarket	48586	Adviser

Generic Literature

Title	Ref. no.	Audience
23421 Income Recycling client approach letter 23421 Income Recycling client approach letter	23421	Adviser
Adviser technical guide	49559	Client/Adviser
Application for Retirement Account To be used for In specie contributions.	23008	Adviser
Checklist for Retirement Account Applications Checklist for assisting financial advisers with the submission of pre-populated Retirement Account application forms	47805	Adviser
Client Suitability Report Word version	22898a	Adviser
Commission Choice Form (In specie payments) Commission Choice Form (In specie payments) for the Retirement Account	48404	Adviser
Cost of Delay sales aid Cost of Delay sales aid	47527	Adviser
Designation managing the transition into retirement	47324A	Client/Adviser
FSA Pension Switching Template A factsheet detailing the FSA's Pension Switching Template	48349	Adviser
Guide to conducting Retirement Income business	49646	Client/Adviser
Important notes for applications Important notes to be read before signing application forms.	46718a	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
One-off adviser payment form One-off adviser payment form for the Retirement Account	48962	Adviser
Reasons why to choose Income Drawdown	49564	Client/Adviser
Retirement Account - Regular Disinvestment Instruction Form SWPF Form to be used if setting up a regular disinvestment instruction for Scottish Widows Pension Funds	47068	Client/Adviser
Retirement Account - Scottish Widows Pension Funds Charges Sheet	45422	Client/Adviser
Retirement Account - Your Online Guide	46814	Adviser
Retirement Account Additional Policy Provisions for Retirement Income RARI (2009a)	48217	Adviser
Retirement Account Fund Supermarket Investors Guide Retirement Account Fund Supermarket Investors Guide	48432	Adviser
Retirement Account Guide to Charges	45552	Adviser
Retirement Account Offering Income Drawdown with more choice	49567	Adviser
Retirement Account Offering Income Drawdown with more choice	49570	Adviser
Retirement Account Policy Provisions RA (2009)	48216	Adviser
Retirement Account Sample Letter 1 Retirement Account Sample Letter 1	ra-letter1	Adviser
Retirement Account Sample Letter 2 Retirement Account Sample Letter 2	ra-letter2	Adviser
Scottish Widows Letter of Authority Form	49033	Adviser
Suitability report	22898	Client/Adviser
The Retirement Account - Contol Account	46275	Adviser

Welcome to Scottish Widows IFA website

Start of document

Jump menu

Adviser Extranet

Primary navigation (back to top)

My Quicklinks (back to top)

Main page content (back to top)

Retirement Account

Campaigns

Fixed Term Cash Deposit

Income Drawdown

Key Features

Portfolio Trading Service

Sales Aids & Guides

Commercial Property

DFM

Fund Supermarket

Generic Literature

Welcome to Scottish Widows IFA website

Start of document

Jump menu

Adviser Extranet

Primary navigation (back to top)

My Quicklinks (back to top)

Main page content (back to top)

Literature Library

Retirement Account

Campaigns

Fixed Term Cash Deposit

Income Drawdown

Key Features

Portfolio Trading Service

Sales Aids & Guides

Share Dealing

Commercial Property

DFM

Fund Supermarket

Generic Literature