Welcome to our Direct Investor Hub
We are pleased to have you as a valued direct investor of SPW (ACD). This page is tailored specifically for investors like you, who manage their investments directly with SPW (ACD) without receiving financial advice.
Many of you will have been with us since 2019, when your investments were transferred to SPW (ACD) from Scottish Widows Unit Trusts Managers Limited.
If you are looking for details on our funds, visit our funds page below.
SPW (ACD) Funds - Investor Notice
For shareholders of the sub-funds of the:
- SPW Managed ICVC
- SPW Investment Fund Company
- SPW Investment Portfolio ICVC
Change in the Ownership Structure of Schroders Personal Wealth (SPW)
As of 9 October, SPW is now a fully owned subsidiary of Lloyds Banking Group and over the coming months, will become Lloyds Wealth.
As you may know, SPW was established in 2019 to offer simple, accessible and affordable financial advice to more people across the UK, including Lloyds’ extensive retail customer base. It has drawn on Schroders’ investment expertise and technology capabilities to do so.
This new ownership structure will not change your relationship with SPW (ACD); or the ACD’s investment management arrangements with Schroders, who will continue to act as Investment Adviser in relation to the ACD’s funds.
We’ll continue operating in the name of SPW (ACD) for the time being, with the intention to complete a change of name to Lloyds Wealth (ACD) in the months ahead subject to regulatory approval.
If you have any questions or need further clarification, please refer to the additional information on the below button or get in touch with us directly at 0344 8228910 or SPW@uk.sscinc.com.
At Schroders Personal Wealth (ACD) we are committed to helping support you in achieving your investment goals. This dedicated space is designed to provide clear, timely information and easy access to the resources you need – helping you feel informed, confident and in control of your financial future.
Dominic Sheridan – Chief Executive Officer of SPW (ACD)
Need help with our processes and services?
Here you will find links to useful guides to support you with accessing your online account, selling your investments, support following a bereavement and more.
Service adjustments
Find out how you let us know any adjustments to the way we communicate with you or deliver our services
Accessing your online account
Find out more about the tasks you can perform using your online investor portal.
Selling your investment
Find out how you can contact us to sell your investment, either partially or in full.
Distribution payments
Find out more details on the process for actioning distribution payments for your investments.
Bereavement
We're here to support you following a bereavement. Find out more about how we can support and the steps to follow.
Life events
Whether you are moving home, getting married, or another life event we can support you in updating any details on your account.
Contact us
To get in touch with us, please use the following.
Call us +44 (0) 344 822 8910. We’re available Monday to Friday, 9am–5:30pm, excluding bank holidays.
Calls may be monitored and recorded and call costs may vary depending on your service provider.
Email us spw@uk.sscinc.com
Email is not a secure method of communication, so please do not include personal information in any emails you send to us.
Write to us Schroders Personal Wealth (ACD), PO Box 13482, Chelmsford, CM99 2GN.
