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Plan Servicing

 View plan information and quote for additional levels/types of cover.

 

Features

  • Quickly quote for additional client cover(s)
  • Quote for sums assured below our new business minimums
  • View details of in-force and in-progress client covers
  • At-a-glance view of total in-force cover cost 

Once your client's initial cover is up and running, we know that you may need to come back and add additional types and/or levels of cover as their circumstances change. Our protection menu plan means that all your clients' Scottish Widows Protect covers are in one place so you can view these without having to remember multiple plan or policy numbers.

You can:

  • easily view all your client's in-force covers to quickly assess their current protection status
  • quickly quote for additional covers using existing client details
  • access relevant forms and documents.

Every year we will also issue out an annual plan summary to you and your client, that summarises the cover they have in place. This gives you the opportunity to revisit your clients to review their protection needs and build an ongoing relationship.

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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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