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How often can I make changes to my investment plan?

Asked 4 months ago
Scottish Widows typically allows customers to make changes to their investment plans at various intervals, depending on the specific terms and conditions of the plan chosen. Generally, many investment plans provide flexibility, enabling policyholders to review and adjust their investments regularly. Common options might include changing the investment funds, altering the contribution amounts, or adjusting the investment strategy. However, it is important for customers to be aware that some restrictions or penalties may apply for frequent changes, or there may be specific criteria that must be met. For the most accurate and detailed information regarding the frequency of changes allowed for a particular investment plan, it is advisable to refer to the specific policy documentation or seek details from the Scottish Widows website. They often provide comprehensive information on investment options and related queries.
Answered Aug 5th 2025

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