Ronnie Taylor

Lloyds Banking Group boosts Scottish Widows
with the acquisition of Zurich's UK
workplace pensions and savings business

"Following the announcement earlier this year of continued investment in our “Driving Pensions Value” programme, I’m excited to announce news of our acquisition".

Ronnie Taylor, Distribution Director

"Zurich Corporate Savings proposition moves us along at a faster pace, offering capabilities that will strengthen and enhance our current offering, and grow our participation in the large scheme sector.

The flexibility of the investment capabilities will enable advisers to create bespoke client investments and access asset types that they haven’t been able to do with us before now. 

This greater choice will help us meet the advisers' demands and cements our commitment to the market. This acquisition is vital for us to exceed adviser and customer expectations and achieve our goal of becoming market leader in this sector, offering a comprehensive workplace savings and investment proposition."

We’ve put together some Q&As to answer any questions you may have, however if you would like to know more, speak to your usual Scottish Widows contact.

 

Questions and Answers

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What is the announcement? Why is Lloyds Banking Group entering into this agreement? What is attractive about Zurich Corporate Savings? How does Zurich Corporate Savings complement the strengths of the Scottish Widows proposition? What proposition enhancements will Zurich Corporate Savings bring? What products will you be selling and what platform will these sit on? Will all your clients and advisers receive the same service? What are your key objectives for the next 6, 12, 18 months? Will Scottish Widows continue to deliver its short-term roadmap of proposition enhancements?
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Scottish Widows Limited. Registered in England and Wales No. 3196171. Registered office in the United Kingdom at 25 Gresham Street, London EC2V 7HN. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Financial Services Register number 181655.

Scottish Widows Unit Trust Managers Limited. Registered in England and Wales No. 1629925. Registered Office in the United Kingdom at Charlton Place, Andover, Hampshire SP10 1RE. Tel: 0345 300 2244. Authorised and regulated by the Financial Conduct Authority. Financial Services Register number 122129.

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