Protecting your business clients

 

Your guide to the unprotected SME market

Did you know almost half (45%) of SME owners have never sought advice about business protection?​​

Our new business protection risk report combines new SME research with practical guidance to help you uncover protection needs hidden within everyday client conversations. ​​

*Scottish Widows Business Protection Research, YouGov 2026​

Download report (PDF, 2MB) Opens in a new tab

Business protection facts

Explore key facts about business protection, our claims and the size of the market.

Protection facts (PDF, 140KB) Opens in a new tab

Business protection tools

Our useful business protection tools and calculators can save you time and help you with your client conversations.

Business protection tools

Business protection opportunities

Explore where the business protection opportunity lies, how you can help, and what support we can give. 

Explore now (PDF, 2MB) Opens in a new tab

Business protection adviser guide

Take a look at how protection can help your clients’ businesses with our adviser guide.

Adviser guide (PDF, 3MB) Opens in a new tab

Business protection factfind

Use this editable form to help you understand your client’s business, goals and risks.

Factfind (PDF, 179KB) Opens in a new tab

Underwriting limits

Find out more about our underwriting approach, including our financial and non-medical limits. 

Underwriting limits

How can we help

Key person guide

Explore our guide on Key Person Assurance.

Key person guide (PDF, 302KB) Opens in a new tab

Guide to trusts

Find out about trusts and what Scottish Widows trusts are available. 

Guide to Trusts (PDF, 443KB) Opens in a new tab