Below are a number of quick guides that you may find useful in addition to the webinars that we have on offer. Also included on this page are the links to various documents including the Scottish Widows pension key features. Please note, the easiest way to nominate your beneficiaries is now via the Scottish Widows mobile app.
Scottish Widows Key Features
Download here
Scottish Widows – Pension Investment Approaches
Download here
Scottish Widows – Pension Investment Guide
Download here
Scottish Widows – Group Personal Pension Plan Terms and Conditions
Download here
Higher-Rate Tax Reclaim Template Letter*
Download here
*This template letter can be used to help higher rate taxpayers reclaim the extra 20% tax relief that may be owed on previous pension contributions made via the ‘relief at source’ method (i.e. not by salary sacrifice). For more information please contact TISCO.
Scottish Widows – Group Personal Pension Plan Terms and Conditions
Download here
TISCO Financial Planning Privacy Notice
Download here
Guide to post COVID-19 Retirement
Download here
TISCO Money – Getting Set For Retirement
Download here
