HOW TO APPLY

Retirement Account

OUR ‘QUOTE AND APPLY’ IS EASY AND STRAIGHTFORWARD

Register for Online Services

Register for Online Servicing to complete illustrations and applications. You can also access our secure tools and manage your clients' portfolios safely online.

For more support in registering for online services, see Accessing our Online Services (PDF 2MB).

Get a quick quote or illustration

Use our 'Quick Quote' option for an initial assessment of suitability. Or complete a full illustration if you have all your clients' details.  

Complete an application

Once your client is ready you can complete a full application.

Find useful 'how to guides' on our Service & Support page.

How can we help

Need to set up your business with Scottish Widows?

Set up an agency so you can help your clients with our products and services.

Set up an agency

Not registered for online business?

To use our online services you need to register first.

Register

Want to get started?

If you're ready to start an application.

Want to get started?