FIRST: SET UP TERMS WITH SCOTTISH WIDOWS

SCOTTISH WIDOWS (NOT INCLUDING SCOTTISH WIDOWS PLATFORM)

If you are a life, pensions or investments financial adviser and would like to register to place business with us, you can do this through ORIGO.

Read about things to consider, then go to the ORIGO website and fill in the online form. Select Scottish Widows when you choose which providers to send the form to.
 

Register terms with Scottish Widows

Things to consider

SCOTTISH WIDOWS PLATFORM


If you are a financial adviser who wants to register to place business with Scottish Widows Platform, you can do this on our dedicated page. Scottish Widows Platform is our market leading technology platform with pensions and investment solutions.

 

Register with Scottish Widows Platform

Contact us for help

SCOTTISH WIDOWS BANK (MORTGAGES AND SAVINGS)

If you are a mortgage adviser, or interested in savings account products for your clients register to start placing business with Scottish Widows Bank here:
 

Register for mortgages

Mortgages help

Register for savings

Savings help

THEN: REGISTER TO ACCESS SECURE ONLINE SERVICES

ACCESS SCOTTISH WIDOWS

 

Sign up for access to Scottish Widows secure online services. If you have a Unipass Digital Certificate we’ll pre-populate your sign-up form. If you do not have a certificate, we'll ask you to create a username and password.

 

Go to the sign-up form

 

Need help? Read how to get access

ACCESS SCOTTISH WIDOWS PLATFORM

 

When you agree terms during the Scottish Widows Platform registration process, your firm will be given access to online services, and a superuser assigned to control access.

If you know who your superuser is you should request access from them, if not, contact our support team:
 

Send an email

Or call us on 0330 024 2345

ACCESS SCOTTISH WIDOWS BANK (MORTGAGES)


For mortgage business, we’ll automatically register you for our online mortgage service (online Mortgage Illustrations, DIPs, Full Applications and case tracking) – we’ll post your login details to you shortly after receiving your completed panel registration form.

If you need to get in touch, call the Intermediary Support Team on 0345 845 0110. Lines are open 8am to 6pm Monday to Friday.

REGISTER FOR OTHER SERVICES

WORKPLACE SCHEME ADMINISTRATION

 

If you are an Adviser servicing a workplace pension scheme and require access for administration, please contact the relevant employer who will set up account access for you with your own login details to the Employer Portal.
 

Workplace Savings for Advisers

 

Workplace Pensions Employer Hub

 

Get in touch to set up a scheme

ACCESSING SCOTTISH WIDOWS SERVICES VIA PORTALS


A portal gives you access to online quotes and applications for a wide range of products from most leading product providers. You can request single company and comparison illustrations online all in one place.

(Not all Scottish Widows products may be available through a portal)

 

Find out more about portals

TRUSTED PARTNER INTEGRATIONS

 

We use Origo standards to integrate with a wide range of Back Office Systems that play a key role in supporting your firm’s advice process.

Unipass is quickest, easiest and most secure way to access our online services both on the Extranet and through 3rd party integrations.

 

Register with Unipass

 

Find out more about access control

 

Find out more about back office systems