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Frequently asked questions

Here are some frequently asked questions which may be helpful when starting to use our service:

 

Getting started

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I don't have a Scottish Widows agency, how do I get one? I already have an agency with you, can I use this? I want to set up a different agency number for my protection business? I'm not registered for your online services, how do I do this? I've already registered - is there anything else I need to do?
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Working online - Quotes

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How do I get a quote for Scottish Widows Protect? How long will it take me to produce a quote? Can I quote for multiple types of cover for a client at once? Do I create a business protection quote in the same way as a personal protection quote? Can I retrieve my portal protection quotes via Scottish Widows Protect? How long are quotes guaranteed for? Is the cost of cover quoted the actual cost? Where do I get my quote output from? How do I start an application? I need some help with your online quote process - what's available? Who do I contact if the Scottish Widows Protect online service isn't working?
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Working online - Apply

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How do I start an online application? Do I need to obtain a wet signature from my client(s)? How long does the application process tend to take? How can I complete an online application? Can I save and exit an application at any time? I need some help with your online application process - what's available? Who do I contact if the Scottish Widows Protect online service isn't working?
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Working online - Underwriting

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Can I review responses to underwriting questions before submitting these? My client's application has been accepted on standard terms - what happens next? What do I do if my client's application isn't accepted on standard terms? What happens if my client's application is referred for manual underwriting?
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Working online - Go On Risk

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Who can pay for cover? When does cover start? I want to put the benefits under trust - do I have to do that before I can put an application on risk?
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Working online - Plan Servicing

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How do I get a summary of my client's benefits? Can I quote for sums assured below new business minimum levels via a portal? How do I make a change to an existing plan? How do I make a claim on behalf of my client?
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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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