The challenging times we’re all experiencing means we’re getting a lot more calls than usual and our call times are longer. So we can support people in the most vulnerable situations, we ask that you only call us if your enquiry is urgent. You can still use our online and mobile banking services and our automated service.

 

Existing Share Dealing customers

If you're an existing investment customer, you can manage your investments here

Investments purchased before April 2014

If you would like information about your investment plan, to make a top up, withdrawal, close your account or change your personal details, just call 0345 835 7374 (lines are open Mon-Fri 8am-6pm and Sat 9am-12:30pm) to speak to the Scottish Widows Unit Trust Managers customer administration team. Scottish Widows Unit Trust Managers are part of the same group as Lloyds Bank.

You can find important information and documentation about your investment, such as Annual and Interim Reports, Key Investor Information Documents (KIIDs), Supplementary Investor Information Documents (SIIDs) and Prospectuses, on the Scottish Widows website.

Fund price information and Fund Factsheets are also available on the Scottish Widows website.

Lloyds Bank e-Investments

Please log on to Internet Banking to view, top up, or make a withdrawal from your investment.

For more information on how each fund works, including any charges that apply, please visit our e-Investments page.

Log on to Internet Banking

Contact us

Investments purchased in branch

0345 835 7374

Mon-Fri 8.00am-6pm, Sat 9am-12.30pm
 

e-Investments purchased online

0345 835 5728

Available Monday to Friday 8am to 5pm (closed weekends and English Bank Holidays). If you have a question about international trading, we have very limited capacity for web chat and calls between 5pm and 9pm.

Important legal information

The Lloyds Bank Direct Investments Service is operated by Halifax Share Dealing Limited. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Registered in England and Wales no. 3195646. Halifax Share Dealing Limited is authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.

Important share dealing information