Clerical Medical

Clerical Medical has been providing pensions and investments since 1824. We've always been dedicated to providing consistent, dependable services and products that meet our clients' investment needs.

In December 2009, Clerical Medical became part of Lloyds Banking Group - one of the biggest financial service providers in the UK.

Together with Scottish Widows, also part of Lloyds Banking Group, Clerical Medical continues to deliver its products and services, to existing clients. Help and support for existing customers can be found on the Scottish Widows website.

If you would like further information on Scottish Widows or Clerical Medical, please talk to your financial adviser. If you don't currently have an adviser go to

Coronavirus (COVID-19) Update

Due to the challenging times we’re all experiencing we have seen an increase in call volumes. We ask that you use our online support wherever possible to help us keep our telephone service free for our most vulnerable customers. Here you can find all of our latest Coronavirus (Covid-19) information.

Regulatory Returns

Here you will find the Annual Returns submitted to our regulators.

Annual returnsClerical Medical's annual returns

Financial Statements

Read the Directors Report and Financial Statements.

Financial statementsDirector's report and financial statements

Fund availability and prices

Daily fund prices available 24 hours per day.

Daily fund pricesfund availability and prices