Manage your investment

Stay in control of your investments by monitoring performance, topping up or switching funds.

Scottish Widows ISA and OEIC

To manage your Scottish Widows ISA or OEIC, book an appointment with a financial adviser. Your financial adviser will discuss the performance and management of your investment.

Book an appointment

ISA Investor

You can manage your ISA Investor over the phone. You can top up, switch funds, amend payments and check plan values. Please call us on 0845 604 1401 (Monday-Friday 8am-8pm, Saturday 9am-1pm).

Personal Investment Plan

If you would like to top up your existing Personal Investment Plan, book an appointment with a financial adviser.
Book an appointment

If you opened a Personal Investment Plan before the 24th June, 2010, you can manage your plan over the phone. Please call us on 0870 901 0137 (Monday-Friday 8am-6pm, Saturday 9am-1pm).

Stakeholder Pension

You can manage your Stakeholder Pension over the phone. You can switch funds, amend payments and check plan values. Please call us on 0870 901 0137 (Monday-Friday 8am-8pm, Saturday 9am-1pm).

Making a withdrawal

Read our information if you are considering making a withdrawal to see what impact it may have.

Find out more about making a withdrawl
Transfer your ISA to Halifax  

ISA Transfers

You can transfer your existing stocks and shares ISA to Halifax. 

Tranfer your ISA to Halifax

Halifax is a division of Bank of Scotland Plc. Registered in Scotland No. SC327000. Registered Office: The Mound, Edinburgh EH1 1YZ

Let's talk investments

Let's talk investments

See how a financial adviser can help you

Call 0845 850 3701
Lines are open Mon - Fri 8am - 8pm & Sat 9am - 1pm.

Book an appointment

Top up your ISA

Make the most of your ISA allowance

Top up your ISA
Help & guidance

Help & guidance

All our useful Investments information and guidance in one place, to help would-be Investors and existing customers alike.

Help & guidance
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