Why register for our eServices?

eServices for Life, Pensions and Investment Intermediaries

Click on the following links to register for Scottish Widows Bank Savings and Mortgages eServices.

 

Benefits of registering

Registration is simple and easy to complete. When using Unipass there is no need for written forms and signatures. By registering with Scottish Widows you can access our eServices, giving you the ability to

  • Access secure tools such as Portfolio Architect and With-Profits-Analyser
  • Create online illustrations which pre-populate application forms
  • Online share dealing and fund switching
  • Link to back offices and set up Electronic remuneration messaging
  • Change client details
  • eServices for new business and existing business
  • Comprehensive policy reporting suite providing tailored client reports

Before you register

Important information about Scottish Widows and Clerical Medical Agency Agreements

  • Scottish Widows and Clerical Medical are separate brands, and to take advantage of our full combined range of eServices you'll need to make sure your agency is registered with both companies

Visit the Agency set-up page, where the Adviserwise Registration Service is fully explained.

How to register

To register using Unipass or to set up a user name and password, click on the links below.

Open All
Register with a Unipass Digital Certificate Registering with user name and password If you are the first registrant of your firm Information about Agency Registration
Open All

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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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