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Online services
Steps to take for a more efficient and effective service for your clients.
How to get access to secure online services
Easily register you or your agency for secure online servicing.
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Ways you can work with us
Register with a Unipass Digital Certificate
The easiest way to register is with a Unipass Digital Certificate. It's safe, secure and easy to use. You don't need any passwords - just one certificate gives you access to a multitude of financial service sites. It's free of charge to UK financial advisers and support staff, and there are other benefits too.
- Follow the simple online application on the Unipass website.
- Your new Unipass certificate is usually available within 1-2 working days.
- Once you get your Unipass (or if you already have a Unipass certificate) you just need to login and answer a couple of security questions to access our Online Services.
Need help? Read our Unipass FAQs
Apply now for Unipass
Registering with user name and password
Registering online is a four-step process, and in most cases can be completed with no need for written forms and signatures.
- Provide regulatory details.
- Input user details.
- Create a unique security profile.
- Finish.
Need help? Read our Registration FAQs
Register with Scottish Widows
Information about Agency Registration
Please note
Agency Registration is available to Directly Authorised Financial Services Firms based in the UK Mainland. Firms writing business on behalf of a Network should contact their Network because a trading relationship is likely to have been established with Scottish Widows and Clerical Medical on your behalf.Scottish Widows Platform
For information about Scottish Widows Platform please follow this link.
First to register from your firm?
If you are the first registrant on behalf of your firm, you will be regarded as Firm Access Controller/Supervisor. In addition to the four steps above, you will be asked to complete a fifth step in order to determine access levels for yourself and subsequent registrants form your firm.
Should you have any questions regarding this fifth step, please contact web support
We take online access and data security seriously and will always notify the appropriate person when anyone from your firm requests access to Scottish Widows online services.
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How to get a Unipass certificate
Go to www.unipass.co.uk and click on 'Apply now'.
- Follow the simple online process.
- Your new Unipass certificate is usually available within 1-2 working days.
- Once you get your Unipass (or if you already have a Unipass Certificate), you just need to login and answer a few security questions to access our Online Services.
Now you've registered with UnipassOnce you're registered with Unipass, the final step is to quickly login with Scottish Widows.
Link your new Unipass certificate to an existing username and password
Just click log-in once you receive your Unipass certificate. Once you've done this you no longer need to use your Username and Password.
![Unipass logo]()
A Unipass Digital Certificate gives you quick and easy access to our online services. You don't need any passwords - just one certificate gives you access to a multitude of financial service sites. It's free of charge to UK financial advisers and support staff, and there are other benefits too.Benefits of Unipass
- One online identity so you don't have to remember lots of different passwords and PINS.
- Easy access to internet resources across the financial services industry.
- The service is free and simple to use.
- It's easy to apply.
- When you register using your digital certificate you will have instant access to our e-Services.
- Your identity is kept safe and secure.
- Can now be used on tablets and mobile devices.
Scottish Widows Platform
For information about Scottish Widows Platform please follow this link.
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Access control and data security
With increased regulatory scrutiny over data protection, it is vital that appropriate controls are put in place to govern the access to your customer data.
To give you the confidence and certainty that the right degree of control is in place we have invested in supporting industry standard access control protocols provided through Unipass digital certificates.
Whilst we do still support username and password logins, Unipass represents the quickest, easiest and crucially the most secure way to access our online services both on the Extranet and through 3rd party integrations.
Be aware
Scottish Widows can’t accept responsibility for any unauthorised use of your secure online credentials resulting from negligence on your part. You must notify Scottish Widows immediately if you become aware of, or suspect, any unauthorised use of the services or any breach of security.
Sharing access credentials
Your right to use the services is personal to you and you may not permit any other person to access the services using your username and password or your Unipass certificate. Please note, it is a condition of your use of the services that the credentials issues to you are kept secure and confidential at all times and are not revealed to any other person.
Scottish Widows Platform
For information about Scottish Widows Platform please follow this link.
Benefits of registering
Registration is simple and easy to complete. When using Unipass there is no need for written forms and signatures. By registering with Scottish Widows you can access our online services, giving you the ability to:
- access secure tools
- create online illustrations which pre-populate application forms
- online share dealing and fund switching
- link to back offices and set up Electronic remuneration messaging
- change client details
- online services for new business and existing business
- comprehensive policy reporting suite providing tailored client reports
Scottish Widows Platform
For information above Scottish Widows Platform visit here
Information about Agency Registration
Agency Registration is available to Directly Authorised Financial Services Firms based in the UK Mainland. Firms writing business on behalf of a Network should contact their Network because a trading relationship is likely to have been established with Scottish Widows and Clerical Medical on your behalf.
Before you register
Important information about Scottish Widows and Clerical Medical Agency Agreements
Scottish Widows and Clerical Medical are separate brands, and to take advantage of our full combined range of online services you'll need to make sure your agency is registered with both companies.