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Provider fees

Scottish Widows pension fees and charges

Last verified: Q2 2026 · Source: provider fee page

Direct answer: Scottish Widows charges 0.25% capped at £198/year (£16.50/month). Cap effective above ~£79,200.. On a £100,000 pot that is £198/year in annual provider/platform fee, and on a £500,000 pot it is £198/year. Fund charges and product-specific caveats may apply.

Fee model
0.25% capped at £198/year (£16.50/month). Cap effective above ~£79,200.
Percentage, capped · SIPP available · Workplace available
Annual representative charge by pot size
Representative provider/platform charge. Fund charges and adviser charges may be additional unless the provider note says they are included: 0.06%–1.5% depending on fund choice
Note: The Scottish Widows Share Dealing SIPP (formerly iWeb, rebranded September–October 2025) charges £5 per trade for shares/ETFs; regular monthly investing is free. Workplace pension charges are separate and employer-negotiated (typically 0.30%–0.75% AMC). Platform fee is calculated on investments only (excludes uninvested cash). Customers who opened an iWeb SIPP before 25 October 2024 have all platform fees waived until November 2028.

Scottish Widows, owned by Lloyds Banking Group, completed the migration of the iWeb Share Dealing platform onto Scottish Widows branding in October 2025. The Share Dealing SIPP has a 0.25% platform fee capped at £198/year, with share and ETF dealing charges applying separately. For mid-to-large pots, Scottish Widows can be cost-competitive where capped admin fees and broad investment access matter, but the comparison depends on trading frequency, fund choice, existing guarantees, workplace terms and personal circumstances.

Strengths
  • +Platform fee capped at £198/year
  • +Full share dealing capability (~3,000 funds, 700+ ETFs, 4,500+ shares)
  • +Lower platform fee than Vanguard above ~£132k
  • +Part of Lloyds Banking Group
Limitations
  • £5 per trade for shares and ETFs
  • Beaten on absolute cost by Interactive Investor's Plus plan above £100k portfolios (£179.88/yr vs £198)
  • Less polished interface than premium platforms
  • Workplace pension charges are separate and higher
Details
Fund range~3,000 funds, 700+ ETFs, 4,500+ shares (formerly iWeb platform)
Minimum investmentNo minimum
Typical fund OCF0.06%–1.5% depending on fund choice
SIPP/direct pensionSIPP available
Sc. Widows pension fees FAQ

What are Scottish Widows pension charges in 2026?

Scottish Widows's representative published charging model is: 0.25% capped at £198/year (£16.50/month). Cap effective above ~£79,200.. The figures on this page show provider/platform/admin charges by pot size. Fund charges, adviser charges, workplace terms and product-specific charges may differ, so check the provider fee schedule before acting.

Does Scottish Widows offer a SIPP platform?

Scottish Widows offers a Share Dealing SIPP with a capped platform fee in the data used on this page. Workplace pension charges are separate and can be employer-negotiated, so a Scottish Widows workplace pension is not automatically priced the same as the SIPP platform.

Are Scottish Widows pension and platform charges the same?

No. Scottish Widows has different pension products and charging structures. This page uses the published Share Dealing SIPP/platform fee schedule for the representative table, while workplace pension charges and legacy products can differ.

Things to consider
  • Fees shown are representative provider, platform or admin charges. Some rows are platform/admin fees only; Royal London's Governed Range AMC includes Royal London fund management.
  • Fee structures change without notice. Always verify the current fee on the provider's website before making any decision.
  • The lowest headline fee is only one comparison point. Fund range, service, platform features, investment choice, adviser access, and product restrictions also matter.
  • Transferring a pension may involve exit fees, loss of guaranteed benefits, or loss of employer contributions. Check before you transfer.
  • This page is factual information based on published fee schedules, not a recommendation to use or avoid any provider.
  • For personal recommendations, speak to an FCA-regulated financial adviser and check the FCA register.
This provider comparison is general information based on published charge schedules, not financial advice or a personal recommendation. Verify current fees and product terms with the provider and check FCA authorisation before acting.