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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Contract Enquiries

What is Contract Enquiries?

Contract Enquiries (also known as Real-Time Valuations) is a service that enables you to request and manage a Scottish Widows single policy valuation using a supported back-office system. The policy valuation is in real-time giving client details, investment breakdown and value.

This data service conforms to the Origo standards for pensions, bonds and collective investments.

How does it work?

Register for the Adviser Extranet and link your Unipass Digital Certificate.

Link the same digital certificate to your back-office software. 

You can then start a valuation through your supported back-office software. 

We’ll authenticate you and if you’re authorised to view the policy details, we’ll return the valuation.

How do I get access?

Register for online services

Register for online services

To start using Contract Enquiries, you must have already set up terms with Scottish Widows.

You’ll also need to register for secure online services with your Unipass Digital Certificate.

Things to remember for registering

Things to remember for registering

When you register for secure online services remember:

  • Register with your own unique personal details but use your firm’s Financial Conduct Authority number. 
     
  • You may not permit any other person to access the services using your username and password or your Unipass certificate. 

Already Registered with Unipass?

Already Registered with Unipass?

If you’ve already registered for Scottish Widows online services with your Unipass, all you need to do is link your certificate within your supported back office to start requesting Contract Enquiries.

Already registered with a username and password?

Already registered with a username and password?

If you’ve already registered for online services to use a Scottish Widows username and password, you’ll need to switch to Unipass. Once you have your digital certificate, log in to link it to your account. 

Then, all you need to do is link your certificate within your supported back office to start requesting Contract Enquiries.

 

Need help?

Need help?

Read how to register

Call us on 03457 697 888

Or email us websupport@scottishwidows.co.uk

Supported back-office software

  • Assyst Software 
  • Darwin (TBX)
  • Durrell
  • Dynamic Planner
  • Enable (Creative Tech/ Best Practice)
  • FigureOut (2Plan)
  • Intelliflo
  • IRESS (XPlan) 

  • JCS Software 
  • Johnston Fleming 
  • MoneyInfo (Sammedia)
  • Morningstar (previously Plum) 
  • SSP Swift 
  • Time4Advice (Curo)
  • True Potential 
  • Twenty7Tec (Bluecoat Software) 

    More coming soon...