Our online servicing facility for Retirement Account gives one of the fastest and most efficient ways to service your clients accounts.
We've developed a suit of online videos, FAQs and supporting guides to help you service Retirement Account online.
Our online illustrations are easy to use. View the demos below for a step by step guide to online illustrations.
Quick quote 1.37 minsStep by step demo on how to produce a quick quote, make regular payments and obtain summary results.
Illustration: overview 4.15 minsComplete end to end demo of how to complete Retirement Account illustrations online.
Existing Illustrations 2.10 mins
Complete end to end demo of how to complete Retirement Account applications online.
Retirement Account income illustration 2.49 mins
How to process Retirement Account Illustrations with income Drawdown.
Compare projections 3.01 mins
How to produce multiple illustrations easily with a focus on how our compare projections functionality can help with client recommendations.
Data capture form 3.49 mins
A look at how our online data capture form can help you get the best out of Retirement Account new business submission.
Find out moreMore information about our online illustrations capabilities.
Our pre-populated application forms enable you to get business on the books quickly and is complete with a full audit trail. View the demos below for a step by step guide to online applications.
Application: overview 2.41 minsComplete end to end demo of how to complete Retirement Account applications online.
Find out moreMore information about our online application capabilities.
Fund switching 4.29 mins
A detailed look at how to process an online Fund switch for Retirement Account.
Fund selling 2.57 mins
How to disinvest funds from Retirement Account.
Fund buying 2.37 mins
How to use our online services to purchase funds for Retirement Account.
Governed Investment Strategies are portfolios of funds that are regularly rebalanced and gradually move the plan into lower risk investments as the client approaches their selected retirement date (using Lifestyle Switching).
Online tool Our interactive questionnaire can help your client decide how to invest the payments in their pension plan. Start tool
Policy servicing: overview 4.33 minsView all the features of our policy servicing online.
Existing business Illustrations and Increments
Read how you can now submit existing business increment applications online.
FAQs for Retirement Account online increments
More informationFind out more about our online servicing for existing business.
We’ve developed a range of online tools and calculators specifically for Retirement Account
View our range of tools and calculators.
To access our online services you need to be registered for eServices.
Find out more about eServices.
Speak to us and discuss how we can help
This site is intended for UK authorised & regulated financial advisers only. It is not intended for onward transmission to retail customers & 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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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.