Set up my agency

To set up your agency for our life, pensions and investments use our intermediary service. If you advise on mortgages and savings, set up with Scottish Widows Bank.

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’ to make sure you’re happy with our arrangements.  Then, follow our enhanced ORIGO application process.

More detailed guidance can be found in Accessing our Online Services.

Mortgages and savings 

Setting up your agency for Savings and Mortgages both follow the same process. However, each one has different Terms of Business. Please refer to the terms that apply to you.

See how to:

Register my agency for mortgages

Register my agency for savings

Things to consider

How to register your agency

Go to the ORIGO website

Visit the ORIGO agency registration service using the link below.

Fill the online form

Complete the generic agency application.

Select Scottish Widows

Select which providers you wish to send this form to (all providers have signed up to this service).