You’ll find answers to some commonly asked questions below. We will update this website as things develop, so please check back from time to time.
Schroders Personal Wealth is a joint venture between Lloyds Banking Group plc and Schroders plc. Schroders Personal Wealth combines personal relationships and investment expertise with cutting-edge digital technologies to provide an intuitive and transparent service to help customers aim to achieve their financial goals.
Schroders Personal Wealth is the trading name for Scottish Widows Schroder Personal Wealth Limited. Registered Office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales No. 11722983. Authorised and regulated by the Financial Conduct Authority number 830170.
The new joint venture is part of both companies’ commitment to help customers with their investments and financial planning.
The union of one of the UK’s largest banking groups and one of the leading investment brands will bring more shared knowledge and more investment options. We believe financial planning can change lives and want to make it available to more people in the UK.
The new company became operational on 1 June 2019. Your Private Banking and Advice Manager has moved to the new company and will continue to be your main point of contact for your investments as a Personal Wealth Adviser there. We’ll keep you informed and your Private Banking and Advice Manager will provide you with any support you may require.
Most types of investments are covered by the scheme up to the current limit of £85,000. Please refer to your terms and conditions for more information on the FSCS limits which apply to the service or products you have.
Yes, Lloyds Bank Private Banking and Bank of Scotland Private Banking customers will still have their day-to-day banking provided by Lloyds Bank and Bank of Scotland.
Schroders Personal Wealth offers one-off, or ongoing advice on protection and investments, including retirement and estate planning.
To get advice from Schroders Personal Wealth, you’ll need to have:
- At least £100,000 in income or investable assets in the UK
- Your investable assets being either savings, cash, investments (other than real estate or directly held commodities investments) and/or personal pension funds in the UK.
If you are a Financial Adviser interested in learning more about Schroders Personal Wealth, please email firstname.lastname@example.org *.
* Email is not a secure method of communication, so please do not include personal information in any emails you send to us.