Existing branch investment customers.
Important information for investment and protection customers
We are undertaking a review of financial advice provided through our financial advisors. We'll be contacting customers who may be affected.
Managing your investments
If you’d like information about your investment plan, to make a top up, withdrawal, close your account or change your personal details, just call 0345 600 0169 (lines are open Mon-Fri 8am-6pm and Sat 9am-12:30pm). This number will put you through to the customer administration team at HBOS Investment Fund Managers and Scottish Widows Unit Trust Managers, who will be able to help you. Both companies are part of the same group as the Halifax.
You can find important information and documentation about your investment, such as Annual and Interim Reports, Key Investor Information Documents (KIIDs), Supplementary Investor Information Documents (SIIDs) and Prospectuses, on the Scottish Widows website.
Important changes to investment advice
In January 2013, the Financial Conduct Authority, who regulate the UK financial services industry, made changes to the way financial advice is paid for. This was known as the Retail Distribution Review (RDR), and meant that charges for advice have to be clearly separated from other charges and paid before an investment is made. In some cases, advisors may charge fees for providing advice even if customers don’t go ahead with the investment.
What the changes mean for you
We asked our customers how they’d feel about being charged a separate fee for advice, and most of them told us that they wouldn’t want this, so we decided to stop offering financial advice in our branches.
This doesn’t affect your existing investments and how they’re managed. We’ll still provide you with information about your investments and their performance, but we won’t be able to give you advice about your investments in the future.