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go on risk

Complete applications and get your clients protected.

 

Features

  • Quickly set up cover payment details
  • Choose to start cover immediately or at a future date
  • Set application trust flag
  • Plan documentation automatically released 

These are the final steps of our online Protection journey - once completed, an application will be live and your client's protection needs covered by their new Scottish Widows Protection plan. We'll ask you to:

  • tell us who will be paying for the cost of cover
  • confirm when the plan is to start from
  • indicate whether the plan is to be placed under trust.

Like the rest of our application process, you can either complete these details online while with your client (either in person or over the phone) or, if you've used our Data Capture Form, you’ll already have this information and be ready to proceed on risk.

 

Next steps

Review/amend cover with Plan Servicing.

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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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