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Scottish Widows

We’ve been a safe pair of hands for over 200 years, building up our expertise, protecting generations and standing up for society. At Scottish Widows, we believe tomorrow shouldn’t be left to chance. We don’t do vague promises. We show you tomorrow and how to get there, making sure you’re covered for whatever happens.

Because we believe that it’s only when you see tomorrow, that you can truly own yours.

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Uncovering the hidden costs of investing – and how to limit them for your clients

When managing money for clients, the focus is of course on portfolio performance and resultant...

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Global investment market review: Q4 2025 – performance & highlights

The MSCI ACWI Index, a representative measure of global equities across developed and emerging markets,...

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Other key findings

Our other key findings on wealth transfer challenges, gender diversity in financial advice, and why...

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Rolling back the year: A review of 2025

Review the key market trends of 2025 - from trade tensions and interest rate shifts...

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Women and Wealth: Building Better Advice Relationships

The Gender Investment Gap and the Gender Pension Gap in the UK are well documented....

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Are the tides turning in European economics?

Explore whether economic tides are turning in Europe as growth slows, inflation eases, and monetary...

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AI and technology adoption

Theme 3 examines technology adoption, focusing on AI integration, workflow automation, and opportunities for improved...

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Beyond the benchmark: unpacking smart beta strategies

Discover how smart beta strategies blend passive and active investing to optimise portfolios. Learn the...

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The lowdown on India

India is now the world’s 4th-largest economy, growing at 6.4% annually. Strong markets, manufacturing growth,...

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From emissions to alignment: how Scottish Widows is embedding forward-looking climate metrics into investment strategy

Scottish Widows adopts forward-looking climate metrics to align investments with net zero goals, enhancing portfolio...

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How minding the gender gap can unlock opportunity

Women are becoming an ever-increasing force to be reckoned with when it comes to controlling...

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Government debt – what it means for investors

Government debt is rising globally. What does it mean for investors, and how can sovereign...

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Spotlight on China

China’s economy rebounds with stimulus and trade easing, yet property concerns and tariff uncertainty mean...

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Emergency tax and reclaims

Understand how emergency tax applies to pension withdrawals, when clients may overpay, and how to...

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Unlocking the future of estate planning: Adapting to new inheritance tax rules for pension funds from April 2027

Prepare for the 2027 inheritance tax changes affecting pension funds. Explore estate planning strategies using...

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Salary, dividend or pension contribution?

Explore the pros and cons of salary, dividends, and pension contributions for shareholding directors. Learn...

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Know your limits – Pension and ISA allowances FAQs

Tax Year End brings a lot of questions around pension and ISA allowances. Find the...

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Paraplanner survey 2024 introduction - Paraplanning redefined

Welcome to the second edition of the Scottish Widows Paraplanner Survey, which takes the pulse...

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Paraplanning in the regulatory age

Discover how frequent regulatory changes, including the removal of the Lifetime Allowance and Consumer Duty...

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Bullish advisers, cautious investors

Our latest data reveals that a sizeable and persistent gap has opened up between adviser...

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Gearing up for the great wealth transfer

With trillions of pounds set to pass between generations in the coming years, intergenerational planning...

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Investor Confidence Barometer 2023 - Introduction

Welcome to the Scottish Widows Investor Confidence Barometer, which builds on the legacy that we’ve...

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Challenges and opportunities

Uncover key insights from Scottish Widows’ Paraplanner Survey on industry challenges like regulation and workload,...

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The technology-enabled paraplanner

Discover how paraplanners are driving change in financial advice through smarter tech use. Learn why...

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The connected paraplanner

Discover insights from Scottish Widows’ Paraplanner Survey, highlighting the evolving role of paraplanners, their tech...