Set up my agency
What kind of business are you registering?
Things to consider
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These terms are a contract between you as adviser and us – it’s the way we agree to work together when your business is placed with us.
Scottish Widows is committed to giving on-going support to intermediaries to make it easier to do business with us.
Here are our Terms of Business documents:
Scottish Widows Intermediary Terms of Business (PDF, 256KB)
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If your company is directly authorised with the FCA and you would like to open a New Business agency with Scottish Widows and you have 'full permissions', please visit the agency registration service and complete the online application.
New applications are normally processed within 5 working days. We will contact you with any additional requirements.
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To set up new agency terms for your firm and any advisers, you can either:
Make an application to register through Agency Administration website. You can request other providers at the same time.
or
Download our Scottish Widows New Agency Request form (PDF, 949KB) to your local device (save centrally) and then complete the form within the Adobe Application. The completed form should then be emailed to our Agency Management Team at commission.mailbox@scottishwidows.co.uk - this can be done by pushing the submit button on the form.
Once we’ve got your New Agency Request form, we’ll set up your agency in five working days. We’ll be in touch if we need anything else.
Register for new agency T.O.B with Origo
(Only applicable for Directly Authorised Principal Firms)