My nerves quickly disappeared as Natalia came on the line and immediately put me at my ease. She guided through all the steps clearly and gave me time to understand everything. I was most reassured an... See more
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Ben, who picked up our call was extremely helpful. He took us through the process required to action our request taking great care to ensure that we fully understood the steps and procedures required.... See more
Company replied
I called in to Scottish Widows to discuss a draw down on my pension account. Annie took me through the process and answered all my questions patiently and with great confidence. She explained everyt... See more
Company replied
First of all I must commend Neil for his patience and professionalism during the call. Twice I had submitted documents with incorrect or missing information. He patiently talked me through and explai... See more
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Company details
Written by the company
Scottish Widows - the financial planning provider who calmly, expertly and with care, helps customers benefit today from planning for tomorrow.
Contact info
69 Morrison Street, EH3 8BW, Edinburgh, United Kingdom
- 03457166777
- www.scottishwidows.co.uk
4.6
Excellent
18K reviews
Asks customers to review
This company invites their customers to review, whether positive or negative
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Outstanding Personal Service and Customer Care
I rarely leave reviews, but the service I received from Tristan at Halifax Share Dealing was exceptional and deserves recognition.
Over the past few weeks, Tristan helped coordinate a number of sizeable account funding transactions across multiple share dealing accounts. Throughout the process he was professional, responsive, proactive and incredibly customer focused.
What impressed me most was the personal ownership he took from start to finish. He kept me updated at every stage, liaised directly with his cash team, checked transaction allocations, anticipated potential issues before they arose, and always came back with clear and timely updates. Nothing ever felt like too much trouble.
In a world where customer service can often feel transactional and impersonal, Tristan provided the kind of service that genuinely stands out. He combined excellent technical knowledge with a friendly, approachable manner and gave me complete confidence that everything was being managed correctly.
Thanks to his support, all funding transactions were completed smoothly and efficiently, including some time-sensitive transfers and allocations that required additional coordination.
A huge thank you to Tristan for his professionalism, attention to detail and outstanding customer care. He is a real credit to Halifax Share Dealing and Lloyds Banking Group.
September 30, 2026
Unprompted review
Reply from Scottish Widows
We are truly delighted to receive such wonderful feedback regarding the exceptional service you experienced. It is incredibly rewarding to hear how our colleague's professionalism, responsiveness, and proactive approach made a significant difference in coordinating your account funding transactions. Thank you for taking the time to share your positive experience with us.
Thanks,
Jenny - Scottish Widows
**Update 01/10**
Hi Mark,
Thank you for responding to our request for information. We will pass your feedback on to the relevant team.
Thanks,
Jenny - Scottish Widows
Joe was so helpful ,i kept putting the…
Joe was so helpful ,i kept putting the call of forgetting its my money😊 it was such a relaxing process Top guy
September 30, 2026
Unprompted review
Reply from Scottish Widows
We appreciate your 5-star rating! We're delighted to hear that our colleague was so helpful and made the process relaxing for you. Thank you for your positive feedback.
We’d be grateful if you could respond to the information request. Please note, the email will come from Trustpilot rather than Scottish Widows.
Thanks,
Jenny - Scottish Widows
Staff very good but system not
Once I got thru on the phone the staff were very clear and concise with the details that I had to be aware of. My frustration was that I received emails and then 12 hours later the password to open the documents by which time I had blocked my access because I was trying the wrong password!!! The wait on the phone was quite long for general enquires but a lot quicker for a dedicated service.
September 30, 2026
Unprompted review
Reply from Scottish Widows
Thank you for your feedback. We're pleased to hear that once you got through, our team provided clear and concise information. We're sorry for the frustration caused by the delay in receiving the password for your documents and the longer wait time on our general enquiries line. We appreciate you taking the time to share your experience and will pass your comments on.
Thanks,
Jenny - Scottish Widows
Professional Call
Deborah was very informative, detailed and concise in providing the correct information on my recent call to Scottish Widows; a very professional call, thanks Deborah,
Regards....Michael
September 30, 2026
Unprompted review
Reply from Scottish Widows
We're delighted to hear that our colleague provided such informative, detailed, and concise assistance during your recent call. We appreciate you sharing your positive experience with us.
Thanks,
Jenny - Scottish Widows
Support Executive was too supportive
Support Executive was too supportive
September 30, 2026
Unprompted review
Reply from Scottish Widows
We appreciate your feedback and are glad our team was helpful.
Thanks,
Jenny - Scottish Widows
Confusing messages
Rang to tell them wife had died. She received a pension from SW. Received text asking me to send photo of required documents but didn't say what docs. Received email asking me to put in pin number to view email but not sent a pin number. Lady on phone was fine but subsequent messages totally confusing
September 30, 2026
Unprompted review
Reply from Scottish Widows
We are very sorry to hear of your loss. While we're pleased our colleague was able to help when you called, we're sorry the follow-up messages caused confusion. We've passed your feedback to the relevant team so they can investigate further. Scottish Widows will be in touch if we require more information.
Thanks,
Jenny - Scottish Widows
Arranging payments
all advisors spoken to, had good knowledge and clarity to questions, and explained situations simpley.
phone back was quick and efficient
the only negative issue is the phone system direct departmental number given diverted to general phone number
September 30, 2026
Unprompted review
Reply from Scottish Widows
We're pleased to hear that our colleagues were knowledgeable and explained things clearly, and that your call back was quick. We appreciate your feedback regarding the phone system and the departmental number issue, we will pass your feedback on to the relevant team.
Thanks,
Jenny - Scottish Widows
Scottish Widows members of the staff…
Scottish Widows members of the staff are greatly trained. Their empathy and customer services skills are one of the bests in the market.
September 30, 2026
Unprompted review
Reply from Scottish Widows
Thank you for your fantastic 5-star review! We're delighted to hear that you found our colleagues empathetic, knowledgeable and committed to providing great customer service. Delivering a positive experience for our customers is incredibly important to us, so it's wonderful to receive such positive feedback.
Thanks,
Jenny - Scottish Widows
Scottish Widows is not what it was
Even though I had updated my logon details as requested a few months ago, I am now unable to logon as these details are invalid. I have twice requested a link but that hasn't come through either. I keep being pushed to use the App but as I haven't got valid logon details I can't use that either. Tried the online chat but that was also unhelpful. When I got through on the phone I kept being passed to 'the right person' only to be put back into a call centre queue.
PS I have now had a call back from Scottish Widows and I was advised that as I had an annuity it was not yet possible to log in on the website to view the details.
I've been asked to respond to the information request from Scottish Widows which comes up automatically when you write a review. However all it asks is how I came by the website and that does not explain to me why I had a bad experience.
September 30, 2026
Unprompted review
Reply from Scottish Widows
Thank you for sharing your experience. We're sorry you've had difficulty accessing your account and for the time spent trying to get support. We're pleased a colleague was able to contact you and explain that customers with an annuity are not currently able to view their details online.
So we can pass your feedback on to the relevant tean, we’d be grateful if you could respond to the information request. Please note, the email will come from Trustpilot rather than Scottish Widows.
Thanks,
Jenny - Scottish Widows
Gabby who dealt with my claim was…
Gabby who dealt with my claim was amazing. He was very professional and knowledgeable, was able to answer all my questions. He had great interpersonal skills👍😊
September 28, 2026
Unprompted review
Reply from Scottish Widows
We're delighted to hear that our colleague was professional and knowledgeable. It's wonderful to know that they were able to answer all your questions.
We’d be grateful if you could respond to the information request. Please note, the email will come from Trustpilot rather than Scottish Widows.
Thanks,
Jenny - Scottish Widows
Really good service
Really good service. Very quick to get through to an advisor. They explained it very clearly, all very good.
September 30, 2026
Unprompted review
Reply from Scottish Widows
We're delighted to hear that you received good service and were able to speak with the team quickly. It's wonderful to know that everything was explained clearly.
Thanks,
Jenny - Scottish Widows
Very helpful and informative.
September 30, 2026
Unprompted review
Reply from Scottish Widows
We appreciate you sharing your feedback. We are pleased that our service was both helpful and informative for you. Thank you for your time.
We’d be grateful if you could respond to the information request. Please note, the email will come from Trustpilot rather than Scottish Widows.
Thanks,
Jenny - Scottish Widows
Excellent service concerning transfer…
Excellent service concerning transfer of a stakeholder pension into flexible drawdown access.
Interactive and meaningful converstaion.
September 30, 2026
Unprompted review
Reply from Scottish Widows
We're delighted to hear that you received excellent service regarding the transfer of your stakeholder pension into flexible drawdown access. It's great to know you found the conversation interactive and meaningful.
Thanks,
Jenny - Scottish Widows
Highly recomend
Highly recomend, excellent service with regular webinars, performance equals or exceed other pensions and charges are low
September 30, 2026
Unprompted review
Reply from Scottish Widows
We're delighted to hear such positive feedback about our service, regular webinars, and low charges. It's wonderful to know that our performance is meeting or exceeding your expectations. Thank you for your recommendation.
We’d be grateful if you could respond to the information request. Please note, the email will come from Trustpilot rather than Scottish Widows.
Thanks,
Jenny - Scottish Widows
**Update 30/09**
Hi Steve,
Thank you for responding to our request for information. We have passed your feedback on to the relevant team.
Thanks,
Jenny - Scottish Widows
Had issue using the website to make…
Had issue using the website to make changes to pension.
Spoke to very helpfull agent, explained information well, went at my pace. Overall excellent experiance.
September 30, 2026
Unprompted review
Reply from Scottish Widows
We're delighted to hear that despite the initial website issue, you had an excellent experience with our colleague. It's great to know they were helpful and explained everything clearly at your pace.
We’d be grateful if you could respond to the information request. Please note, the email will come from Trustpilot rather than Scottish Widows.
Thanks,
Jenny - Scottish Widows
Pension transfer
SW found and transferred in a lost pension very quickly, with minimum fuss and kept me well-informed.
September 30, 2026
Reply from Scottish Widows
We're delighted to hear that your lost pension was found and transferred quickly and with minimal fuss. We're also glad that you were kept well-informed throughout the process. Thank you for your positive feedback and 5-star rating!
Thanks,
Jenny - Scottish Widows
Quick and helpful
There wasn't a lengthy waiting time on the phone before someone pickup the phone. Inness who picked up my call was very knowlegeable and helpful in getting my request sorted in quick time.
September 29, 2026
Unprompted review
Reply from Scottish Widows
We're delighted to hear that you experienced a quick connection and that our colleague was knowledgeable and helpful in resolving your request efficiently.
We’d be grateful if you could respond to the information request. Please note, the email will come from Trustpilot rather than Scottish Widows.
Thanks,
Jenny - Scottish Widows
It's a very good app
September 18, 2026
Reply from Scottish Widows
We're so glad you find our app very good! We truly appreciate your positive feedback.
Thanks,
Jenny - Scottish Widows
Easy to get to speak to someone.
September 30, 2026
Unprompted review
Reply from Scottish Widows
We appreciate your positive feedback and are delighted to hear that you found it easy to speak with someone. We're pleased you had a great experience with us.
We’d be grateful if you could respond to the information request. Please note, the email will come from Trustpilot rather than Scottish Widows.
Thanks,
Jenny - Scottish Widows
Easy navigation of the online portal
Easy navigation of the online portal. Very clear to see what I need and also to make any changes
September 28, 2026
Reply from Scottish Widows
We're delighted to hear that you found our online portal easy to navigate and that it clearly displays the information you need, allowing you to make changes effortlessly. We appreciate your 5-star rating!
Thanks,
Jenny - Scottish Widows
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