Existing branch investment customers.

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.

Calls may be monitored or recorded in case we need to check we have carried out your instructions correctly and to help improve our quality of service. Call costs vary depending on your service provider.

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.

Fund price information and Fund Factsheets are also available 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.

Personal Investment Plan

Helping you find out more about your Personal Investment Plan.

Halifax is a division of Bank of Scotland plc. Bank of Scotland plc, Registered in Scotland No. SC327000. Registered Office: The Mound, Edinburgh, EH1 1YZ. Bank of Scotland plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 169628.