New business

Illustrations and applications

Doing new business online allows you to streamline new business processing and gives you the control and flexibility throughout the client recommendation process.

Pre-sales illustrations and applications are available online on the Extranet and leading industry portals for all our individual pensions, protection and onshore bonds.

Online illustrations

Our online illustrations are easy to use and have the following features

  • Save and retrieve previously completed illustrations
  • Review multiple illustrations
  • Fund-specific illustrations
  • Full adviser remuneration flexibility
  • Industry standard PDF illustrations
  • Complete audit trail of data and transactions for compliance
  • Accuracy as online validation eradicates errors
  • Instant playback of key policy information at the process means that back office system records can be quickly and easily updated
  • We support industry comparison illustration services
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We also link to a number of industry portals. Find out more about our portal integrations.

Online illustration

Online applications

The key to online applications is the re-use of information obtained from your client's quote. As a result clients receive their policy documentation quickly and remuneration payments are made sooner.

  • Applications pre-populated from illustrations
  • Access and amend saved applications any time
  • Accuracy as online validation eradicates errors
  • PDF copy of submitted applications available instantly to view, print and save
  • Online tracking available for individual pensions
  • Instant playback of key policy information, including policy numbers, at the process means that back office system records can be quickly and easily updated
  • Complete audit trail of data and transactions for compliance
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Learn how to use online applications
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Online application

Remuneration

  • Previous 13 months of remuneration statements available online
  • Statements available in PDF format
  • Real-time access to statements
  • Speeds up the reconciliation and a cash flow planning processes
  • Removes the need to rely on paper statements for audit and compliance purposes
  • Industry standard electronic remuneration messaging service
  • Find our more about remuneration management

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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.

Feel free to speak to your Scottish Widows Account Manager. We're committed to ensuring you are getting the most out of our eServices.

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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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