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THIRD PARTY INVESTMENT ACCOUNT

In some instances, you may not want to move from an existing provider, although you would like the value and flexibility that investing on the Scottish Widows Platform brings. Our Third Party Investment Account allows you to retain the product features of your existing pension or offshore bond whilst being able to access additional investment opportunities through the Platform. It really is the best of both worlds. You can apply for the Accounts below on the Scottish Widows Platform through your financial adviser.

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FEATURES AND BENEFITS

  • The Account provides access to a wide range of assets, giving savings the potential for capital growth and income.
  • Provides you with a flexible means of investing.

APPLICATION

You are eligible for this Account if you:

  • are aged 18 years or over.
  • are a resident in the UK and have been for at least the last 6 months (for tax purposes).
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CHARGING

The Account charge is a percentage charge based on the value of the assets under administration in your Account.

For more information on our charges, take a look at our ‘Easy to understand charges – at a glance’.

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THE RISKS

As with all investments, there is some risk involved with the Investment Account.

  • The value of the Account may go down – and you may get back less than you invested.
  • The level of risk and potential performance depends on the assets invested in.
  • Changes to tax legislation may affect the tax benefits of the account.
  • Charges may increase in future.

MANAGING THE ACCOUNT

Keep your Account in check and up to date.

TAKING MONEY OUT OF AN ACCOUNT

You can arrange regular withdrawals monthly, quarterly, half-yearly or yearly. You can take one-off withdrawals from available cash in your Account at any time.

CLOSING AN ACCOUNT

If you change your mind regarding the Investment Account, the Account will be cancelled within 30 days of you receiving a cancellation notice. You can contact us by post at Scottish Widows Platform, PO Box 24065, 1 Tanfield, ​Edinburgh, EH3 1EY, or by email at service@scottishwidowsplatform.co.ukk.

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DOCUMENTS

For supporting documents please view our literature library.

View documentation
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PERSONAL PENSION

Flexibility to provide for the most simple or sophisticated requirements, including both the Pension Commencement Lump Sum (PCLS) and Uncrystallised Funds Pension Lump Sum (UFPLS).
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STOCKS & SHARES ISA

Our Flexible Stocks and Shares ISA has access to a wide range of assets, and allows contributions to be replaced if they are withdrawn with in the same tax year.
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GENERAL INVESTMENT ACCOUNT

Access to a wide range of assets, giving savings the potential for capital growth and income, as well as providing a flexible means of investing and accessing money.
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JUNIOR PERSONAL PENSION

Giving your children a head start – a parent/guardian will be required to be added to the Account as the registered contact, with the child as the Account holder.
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JUNIOR STOCKS AND SHARES ISA

Tax efficient gifting between generations on the Junior Stocks and Shares ISA; available for children up to the age of 18.
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THIRD PARTY INVESTMENT ACCOUNT

These allow you to retain the product features of your existing pension or offshore bond whilst being able to access additional investment opportunities through the Scottish Widows Platform.
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