Find your fund
Use fund name, code or other filters to find the fund you need.
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.
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:
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)
Learn about our online services
An overview of our online services
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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 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.