Set up my agency
What kind of business are you registering?
Life, pensions & investment
If you are a life, pensions and investments intermediary, first read through ‘Things to Consider’ below. Then, follow our enhanced ORIGO application process.
More detailed guidance can be found in Accessing our Online Services (PDF 2MB).
Mortgages and savings
You can also register your agency for Scottish Widows Bank using ORIGO. Please follow the relevant link to refer to the applicable Terms of Business.
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.
Scottish Widows Intermediary Terms of Business (PDF 347KB)
We've recently refreshed our Terms of Business, the new terms will come into effect from 1st November 2021.
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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 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 open a new agency for you, we need written confirmation from your authorised principal company. The quickest way to do this is to have your company apply for you on the Origo Agency Administration website
The Origo platform will also let you make the same request with other providers, at the same time.
Once we receive your new agency request, we will establish your agency in five working days. We will contact you if we need anything else from you.
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We do not require a new agency application form to be completed. Please complete all details on the agency registration service
This service will allow you to notify multiple product providers of the information at the same time.