Historic Investment Accounts

E- investment accounts opened before 20/02/2023

This section is for customers with an E- investment account with an account number beginning with IL opened before 20/02/2023

You can continue to use your  E- investment as usual. If you wish to get details of your account you can do so by logging on to Internet Banking
If you no longer have access to Internet Banking you can call 0345 835 5728 Available Monday – Friday, 8am to 5pm.

We’ve included below some useful documents and important information about your E-investments account:

Please note the service fee for your E – investment ISA or Investment Account is 0.24%.  This has been capped to a maximum of £36.  For full details of the charges that apply to your E- investment account please refer to  Our Fund Range and Investments document above

For more information about the funds and past performance visit our E- Investments Page

If you would like to know about an investment you made in our branch before April 2014 you can find that information and how to manage your account by calling 0345 835 7374. Call costs may vary depending on your service provider. This number will put you through to the customer administration team and Scottish Widows Unit Trust Managers who can help. Scottish Widows Unit Trust Managers are part of the same group as Lloyds Bank. Please note, all calls may be monitored or recorded and lines are open Mon-Fri 8am-6pm.

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.

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 under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.

Important share dealing information