Welcome to Scottish Widows Adviser Site

This site is designed and intended for UK authorised and regulated financial advisers and intermediaries only.

If you are not a financial adviser or intermediary, please visit our personal site

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Online services

 

Access our online services now

  • View policy information in real time.
  • Integrate back-office systems.

Already have Terms with us. Start doing business with us. There are different ways to access our online services, and some steps you'll need to complete if you're not already registered. For guidance, please refer to Accessing our online services (PDF, 2MB).

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Not registered? Register for an account

Start working online

Discover how our secure online client management services work harder for you and how they can help you manage your clients. See how you can register for this through either Unipass, or your own user name and password, or gain agency registration.

How to register

Make new business easier

See how you can create, save and customise compliant industry standard illustrations online, create pre-populated applications, use common portals and other ways to make your work easier.

How to illustrate and apply

Manage your customers

How to review and manage your client’s portfolios with real time access to valuations and fund performance data. Plus, see how you can carry out servicing transactions.

Review customers

Answers to your questions

If you have questions, first look at our Frequently Asked Questions (FAQ) about our services to see if you can find the answers you need.

Read our FAQs

Web support

If you need help with our online services get in touch with the relevant product area to get the support you need.

Get support

Online services for our products

See how we can help you work better online with each of our product areas.

Retirement Account online service

Workplace Savings online services

Protection Services

Mortgage Services

Scottish Widows Platform