Find your fund
Use fund name, code or other filters to find the fund you need.
Before you apply
You will already have had a quote. Before proceeding to the application you should ensure that your client has been provided with:
What you need to apply
Please return completed forms to:
Initial Processing Centre
15 Dalkeith Road
What happens when we receive your application?
Quote will be guaranteed for 30 days from the date the quote is produced. The application form and purchase price must be received within the 30 days for the terms in the quote to apply.
We have a dedicated administration team who will be reponsible for setting up and dealing with all post sale aspects of our Annuities.
The administration team will:
On completion of the checks the administration team will:
If you are new to the Annuity market or have not worked with Scottish Widows before, you need to be registered on the quote portals to get a quote and also be registered with Scottish Widows and have an agency code in order to proceed.
Apply using portal for an instant best quote and comparison quotes from other suppliers.
If you are already set up with one of these portals you will be ready to quote for a Scottish Widows Standard or Enhanced Annuity.
IS YOUR CLIENT AN EXISTING SCOTTISH WIDOWS CUSTOMER?
Standard and Enhanced Annuity quotes are available through the portals.
Alternatively, we can provide you with a Standard Annuity quote over the phone
Please call 0345 716 6777 for a quote.