eServices

The pace of the modern business environment and the challenges presented by RDR means that technology is very important to the success of intermediary businesses. Our eCommerce proposition has been developed to support you throughout your advice processes and customer relationships.

Analysis, planning & review

Use our range of tools and calculators to research, construct and review client portfolios.

New business & Remuneration

Online illustrations, pre-populated application forms and online remuneration statement services for fast efficient business.

Customer & portfolio management

Review and manage customer portfolios with real-time access to valuations and fund performance data.

eServices support

We've designed a range of online demos, guides and FAQs to help you make the most of eServices.

Access control & security

Industry standard security protocols protect customer data online and comply with the Data Protection Act.

eServices by product

Find out about the eServices we offer for our products.

Register for eServices

eServices updates

Latest developments, service notifications and updates.

Subscribe to latest industry news

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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 plc, registered in Scotland no. 154554. Registered office in the United Kingdom at PO Box 12757, 67 Morrison Street, Edinburgh EH3 8YJ. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Financial Services Register number 201601.

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