Register for Scottish Widows Bank

In order to receive procuration / trail fee payments you need to register your firm with Scottish Widows Bank.

You can view our Intermediary Data Privacy Notice to see how we use your information when you register with us.

Register to submit mortgage and/or savings business

If you’d like to register your firm to submit mortgage and/or savings business with Scottish Widows Bank, follow the process below. Please note, 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.

  1. Download the registration form below 
  2. Print and complete the form
  3. Please post the completed registration form to us along with the requested supporting documentation and send it to:

    Scottish Widows Bank
    PO Box 12757
    67 Morrison Street
    Edinburgh
    EH3 8YJ

    Alternatively, scan your completed registration form and email it to us at SWB.Commissions@scottishwidows.co.uk
  4. In certain cases we may need further information to complete our processes. If this is the case we'll contact you via telephone or email.
  5. Our Commission Department will then e-mail you with your agency number.

Registration form

 

Terms of Business for Mortgage Intermediaries

These terms are a contract between you as a mortgage intermediary and us – it’s the way we agree to work together when you place mortgage business with us.

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Information within this site is intended for UK authorised and regulated financial advisers only. It is not intended for onward transmission to retail customers and should not be relied upon by any other person. If you are not an adviser please return to our consumer site.

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Scottish Widows Limited. Registered in England and Wales No. 3196171. Registered office in the United Kingdom at 25 Gresham Street, London EC2V 7HN. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Financial Services Register number 181655.

Scottish Widows Unit Trust Managers Limited. Registered in England and Wales No. 1629925. Registered Office in the United Kingdom at Charlton Place, Andover, Hampshire SP10 1RE. Tel: 0345 300 2244. Authorised and regulated by the Financial Conduct Authority. Financial Services Register number 122129.

HBOS Investment Fund Managers Limited, registered in England number 941082. Registered office in the United Kingdom at Trinity Road, Halifax, West Yorkshire HX1 2RG. Authorised and regulated by the Financial Conduct Authority. Financial Services Register number 119223.

Scottish Widows Bank is a trading name of Lloyds Bank plc. Registered office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales, no. 2065. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under number 119278.

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