Existing business

Customer & portfolio management

 

Manage customer portfolios efficiently online through our existing business service, including access to valuations, fund and portfolio performance information and transaction histories. Where required, perform fund switches in a controlled and secure manner in eServices.

You can service your clients online via our extranet and Back Office Systems for all our individual pensions, corporate pensions and offshore investments.

 

Customer management

Our eServices allow you to manage client and portfolio data in a secure online environment on the Scottish Widows Adviser Extranet and in your back office system through our valuation messaging service (also known as Contract Enquiry).

 

Clients and policies

  • Accurate policy valuations
  • Instant access to policy valuations, fund breakdowns, contribution history and projections
  • Notification of updates to client information
  • Available via most adviser back-office systems
  • Online increment quotes available on our pension and protection products

 

Policy servicing

Review and manage your existing business from one place.

  • Illustrate and submit pension fund increments online*
  • Fund fact sheets
  • Fund prices
  • Fund charting
  • Policy documents
  • View overall policy valuation and asset breakdown
  • Policy reporting suite
Open All
Learn how to use policy servicing online Find out more about our new online pension increment function
Open All

 

 

Back office integrations

Scottish Widows integrates with a wide range of intermediary back office systems.

Find out more about our back office integrations.

 

Fund switching & portfolio management

Our fund switching and online ‘dealing’ allows you to

  • change the funds within client portfolios
  • redirect future pension contributions
  • complete in 5 easy steps
  • switch statements sent to both you and your client
  • online confirmation, in PDF format, that can easily be saved electronically into your back office system

Online validation ensures that only

  • available funds for your client's product wrapper are displayed
  • fund splits within a portfolio always total 100%,
  • therefore minimises errors and reduces the risk to you and your client.
  • online confirmation, in PDF format, that can easily be saved electronically into your back office system

Play videoInvestment history 1.23 mins

How to use investment history to track the performance of your investment holdings.

 

Bulk data services

Schedule bulk downloads of client and policy data to assist with data cleansing, client segmentation and marketing activities.

  • Automatic bulk data downloads with the latest policy information
  • Policy changes and event notifications
  • Populate or cleanse client records
  • Ability to input into marketing campaigns
  • Available in a CSV file format (complies with ORIGO industry standards for easy import into your back office system)
  • Available as a simple view in Excel
  • For new and existing business
  • Online bulk tracking available on our protection product

 

Remuneration

  • Reduce time, cost and effort spent on manual intervention
  • Easy to maintain accurate records
  • Electronic matching of remuneration payments so remuneration reconciliation is quicker
  • Available via links straight into your client management system
  • Industry standard Electronic remuneration messaging
  • Apply for electronic remuneration now

Find out more about remuneration management.

 

Visit eServices

 

Find out more

Find out more about how to use our eServices and how they can introduce efficiencies to your business at our eServices learning centre.

Copyright ©2018 Scottish Widows | Copyright, companies, legal and privacy information |  Accessibility | Site map

Important Information about Scottish Widows | Read about how we use cookies

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.

Scottish Widows is not responsible for the content of third party websites. Separate terms apply to the use of third party websites and Scottish Widows does not warrant the accuracy, reliability, availability or otherwise of these sites.

By using this site you agree to our terms & conditions of use. Please read our copyright, companies, legal and privacy information. We may record and monitor calls to help us improve our service.

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.

Browser Warning: your browser may not be fully supported on this site. Visit our browser help page for a list of supported browsers.
close