eServices learning centre

Welcome to our eServices learning centre where you can view our online demonstrations, read our FAQs and other supporting material to help you get the best out of eServices.

Play videoPolicy reporting 4.19 mins

Our new suite of policy reporting options.

 

Play videoSelecting Remuneration: Post R-Day  3.27 mins

How to select remuneration for advised business.

 

Play videoExisting Illustrations 2.31 mins

How to retrieve a previously produced illustration.

 

Play videoValuation details 2.13 mins

A look at what's in valuation details with a focus on how to perform backdated policy valuations.

 

Play video Quick quote 1.57 mins

Step by step demo on how to produce a quick quote, make regular payments and obtain summary results.

 

Learning material

Find online demos and supporting material for eServices.

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Retirement Account Fund management Bonds Policy servicing Policy reporting Back Office Systems Remuneration management Registration and login
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Visit eServices

For online applications, illustrations and valuations

New businessExisting business

 

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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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