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Online Guides

Want a quick look at our online intermediary protection journey? Or need some help with a particular step of the journey? If the answer to either is ‘yes’ then you've come to the right page.

Here you’ll find a range of online guides and supporting information to help you quickly get a feel for what our online journey looks like and how it works. You’ll also find more detailed, step by step user guides taking you through how to use the service and/or complete any of the stages.

You can pause, review and fast forward through the online guides at any time using the buttons shown on screen.

 

Quick guides

These guides will quickly give you an overview of what our online journey looks like, what happens and where. If you’ve not used our online protection service before then we recommend taking a look at these first.


Play videoOnline journey overview 7.57 mins
Watch the end to end overview of your online protection journey - how to quote, apply and go on risk.

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Working online - Quotes Working online - Apply Working online - Going On Risk
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Remember, to use our online services you need to have a live Scottish Widows agency and be registered for our eServices – to find out how to get either of these, take a look here.

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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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