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Working with Scottish Widows and Clerical Medical

Scottish Widows logo

Working with Scottish Widows

Financial Strength

Scottish Widows is strongly capitalised. We have been allocated the following ratings for financial strength.



Agency Setup and process

This will provide all the information you need to help you obtain and maintain a new business agency with Scottish Widows.



Portals and Integration

Which platforms and portals do Scottish Widows currently link to and integrate with?



FAQs

Frequently asked questions.



Useful Links

Which provide a variety of news and services to help you and your business.



Adviserwise: A unique collaborationThis symbol denotes that the link will open in a new window

Adviserwise is a unique collaborative initiative set up to encourage the uptake of eServices by you, the financial adviser. The initiative brings together suppliers from across the industry to deliver a dedicated, one-stop-shop website of free eServices information.




Terms of business

How to register for our intermediary terms of business.

Clerical Medical logo

Working with Clerical Medical

Service standards

Clerical Medical online and offline service standards.



Anti-money laundering

Guidelines on anti-money laundering.



Better business

Articles covering a range of topics which give practical approaches to business improvement.



HMRC reporting regime

Make HMRC reporting easier by appointing us as the 'authorised practitioner'.



Bespoke services

A range of bespoke services designed to help your business grow.



Complaints procedure

How to make a complaint.



Terms of business

How to register for our intermediary terms of business.