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Literature Library

Retirement Account

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

 

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

Campaigns

Doc. Type

Title

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PDF Document

Current RDR Landscape

24149

Adviser

PDF Document

Designation - Making designation work for your clients

47323

Adviser

PDF Document

Designation - Managing the transition into retirement with the Retirement Account

47324

Adviser

PDF Document

Designation - Maximise the power of pensions

48548

Client

PDF Document

Income Recycling - Adviser case study

47772

Adviser

PDF Document

Pension Reviews - Advice considerations for pension reviews

48914

Adviser

PDF Document

Pension Reviews - Adviser Checklist for managing pension reviews

48913

Adviser

PDF Document

Pension Reviews - Suggested considerations when preparing adviser reports

48912

Adviser

PDF Document

Pension Reviews - Summary of FSA review on pension switching

48910

Adviser

PDF Document

Pension Switching - Your six step guide to pension switching

48894

Adviser

Fixed Term Cash Deposit

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Title

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PDF Document

Fixed Term Cash Deposit sales aid
Sales aid giving you key facts about our new Fixed Term Cash Deposit.

48972

Adviser

PDF Document

Scottish Widows Retirement Account Fixed Term Cash Deposit Investment Details

48861B

Client/Adviser

PDF Document

The Retirement Account Fixed Term Cash Deposit Guide

48856

Client/Adviser

Income Drawdown

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PDF Document

Adviser technical guide

49559

Client/Adviser

MS Word Document

Approach letter

49565

Client/Adviser

PDF Document

Building Investment Portfolios

49571

Adviser

PDF Document

Designation managing the transition into retirement

47324A

Client/Adviser

PDF Document

Guide to conducting Retirement Income business

49646

Client/Adviser

PDF Document

Income Recycling generating more tax free cash

47772A

Client/Adviser

PDF Document

Key benefits of Income Drawdown

49561

Client/Adviser

PDF Document

Key Features of the Retirement Account for Retirement Income

23168

Client/Adviser

PDF Document

Maximise the power of pensions

48548A

Client/Adviser

PDF Document

Reasons why to choose Income Drawdown

49564

Client/Adviser

PDF Document

Retirement Account Offering Income Drawdown with more choice

49567

Adviser

PDF Document

Retirement Account Offering Income Drawdown with more choice

49570

Adviser

PDF Document

Suitability report

22898

Client/Adviser

PDF Document

Your guide to Retirement Income

49560

Adviser

Key Features

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PDF Document

Key Features of the Retirement Account

46253

Client/Adviser

PDF Document

Key Features of the Retirement Account for Dependant's Retirement Income

47163

Client/Adviser

PDF Document

Key Features of the Retirement Account for Retirement Income

23168

Client/Adviser

Portfolio Trading Service

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*Sorry there are no documents within this category

Sales Aids & Guides

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MS Word Document

Approach Letter

24052

Adviser

PDF Document

Cost of Delay sales aid
Cost of Delay sales aid

47527

Adviser

PDF Document

Fixed Term Cash Deposit sales aid
Sales aid giving you key facts about our new Fixed Term Cash Deposit.

48972

Adviser

PDF Document

IFA pension client types

49491

Adviser

PDF Document

In Specie Guide
In Specie Guide

47940

Adviser

PDF Document

One-off adviser payment from the Retirement Account

49000

Client/Adviser

PDF Document

Portfolio Architect: Evidencing best practice investment processes for pension transfers

48911

Adviser

PDF Document

Process Flow for Regular contribution into Fund Supermarket

49002

Client/Adviser

PDF Document

RA Client Profile For when the right choice is a Personal Pension

24053

Adviser

PDF Document

RA Client Profile For when the right choice is a Personal Pension witha self invested option

24054

Adviser

PDF Document

Retirement Account Adviser Sales Guide

24049

Adviser

PDF Document

Retirement Account Structure - When the right choice is a Personal Pension

23134A

Adviser

PDF Document

Retirement Account Structure - When the right choice is a Self Invested option

23134B

Adviser

PDF Document

Retirement Account Technical Guide
A technical guide to the Retirement Account for Financial Advisers

45981

Adviser

PDF Document

Service Charge for the Retirement Account
New Service Charge rates from the 16 August

48827

Adviser

PDF Document

The Retirement Account - Contol Account

46275

Adviser

PDF Document

Your Guide to the Retirement Account
When the right choice is a Personal Pension

45816a

Client/Adviser

PDF Document

Your Guide to the Retirement Account
When the right choice is a Personal Pension with a self invested option

45816b

Client/Adviser

Share Dealing

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PDF Document

Retirement Account Share Dealing Guide

47937

Client/Adviser

PDF Document

Share Dealing Application Form
Application

47938

Adviser

Commercial Property

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PDF Document

Commercial Property Admin Guide
Retirement Account Commercial Property Purchase & Administration Guide

22926

Adviser

PDF Document

Commercial Property Policy Provisions
Retirement Account Commercial Property Policy Provisions

22927

Adviser

PDF Document

Important notes for applications
Important notes to be read before signing application forms.

46718a

Client/Adviser

PDF Document

Retirement Account Commercial Property Purchase Questionnaire

22925

Client/Adviser

DFM

Doc. Type

Title

Ref. no.

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PDF Document

Brewin Dolphin Guide to Charges

23799

Client/Adviser

PDF Document

Brewin Dolphin Member Information Form

22952

Adviser

PDF Document

Cazenove Guide to Charges

23795

Client/Adviser

PDF Document

Cazenove Member Information Form

22946

Client/Adviser

PDF Document

DFM Selection Process

46441

Adviser

PDF Document

Important notes for applications
Important notes to be read before signing application forms.

46718a

Client/Adviser

PDF Document

Quilter Guide to Charges

23798

Client/Adviser

PDF Document

Quilter Member Information Form

22951

Adviser

PDF Document

Rathbones Guide to Charges

23796

Client/Adviser

PDF Document

Rathbones Member Information Form

22949

Adviser

PDF Document

Retirement Account - Regular Disinvestment Instruction DFM
DFM Regular Disinvestment Instruction Form

47087

Client/Adviser

PDF Document

Retirement Account, Managing Your Investments - Brewin Dolphin

23717

Adviser

PDF Document

Retirement Account, Managing Your Investments - Cazenove

23716

Adviser

PDF Document

Retirement Account, Managing Your Investments - Quilter

23720

Adviser

PDF Document

Retirement Account, Managing Your Investments - Rathbones

23719

Adviser

Fund Supermarket

Doc. Type

Title

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PDF Document

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

PDF Document

Retirement Account Regular Payment Investment Instruction into Fund Supermarket

48586

Adviser

Generic Literature

Doc. Type

Title

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MS Word Document

23421 Income Recycling client approach letter
23421 Income Recycling client approach letter

23421

Adviser

PDF Document

Adviser technical guide

49559

Client/Adviser

PDF Document

Application for Retirement Account
To be used for In specie contributions.

23008

Adviser

PDF Document

Checklist for Retirement Account Applications
Checklist for assisting financial advisers with the submission of pre-populated Retirement Account application forms

47805

Adviser

MS Word Document

Client Suitability Report
Word version

22898a

Adviser

PDF Document

Commission Choice Form (In specie payments)
Commission Choice Form (In specie payments) for the Retirement Account

48404

Adviser

PDF Document

Cost of Delay sales aid
Cost of Delay sales aid

47527

Adviser

PDF Document

Designation managing the transition into retirement

47324A

Client/Adviser

PDF Document

FSA Pension Switching Template
A factsheet detailing the FSA's Pension Switching Template

48349

Adviser

PDF Document

Guide to conducting Retirement Income business

49646

Client/Adviser

PDF Document

Important notes for applications
Important notes to be read before signing application forms.

46718a

Client/Adviser

PDF Document

Income Recycling generating more tax free cash

47772A

Client/Adviser

PDF Document

Key benefits of Income Drawdown

49561

Client/Adviser

PDF Document

Key Features of the Retirement Account for Retirement Income

23168

Client/Adviser

PDF Document

Maximise the power of pensions

48548A

Client/Adviser

PDF Document

One-off adviser payment form
One-off adviser payment form for the Retirement Account

48962

Adviser

PDF Document

Reasons why to choose Income Drawdown

49564

Client/Adviser

PDF Document

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

PDF Document

Retirement Account - Scottish Widows Pension Funds Charges Sheet

45422

Client/Adviser

PDF Document

Retirement Account - Your Online Guide

46814

Adviser

PDF Document

Retirement Account Additional Policy Provisions for Retirement Income RARI (2009a)

48217

Adviser

PDF Document

Retirement Account Fund Supermarket Investors Guide
Retirement Account Fund Supermarket Investors Guide

48432

Adviser

PDF Document

Retirement Account Guide to Charges

45552

Adviser

PDF Document

Retirement Account Offering Income Drawdown with more choice

49567

Adviser

PDF Document

Retirement Account Offering Income Drawdown with more choice

49570

Adviser

PDF Document

Retirement Account Policy Provisions RA (2009)

48216

Adviser

MS Word Document

Retirement Account Sample Letter 1
Retirement Account Sample Letter 1

ra-letter1

Adviser

MS Word Document

Retirement Account Sample Letter 2
Retirement Account Sample Letter 2

ra-letter2

Adviser

PDF Document

Scottish Widows Letter of Authority Form

49033

Adviser

PDF Document

Suitability report

22898

Client/Adviser

PDF Document

The Retirement Account - Contol Account

46275

Adviser