Flexible benefit platforms

We recognise the importance of being able to integrate the corporate pension schemes you advise on with the leading flexible benefit platforms, so you can manage your business the way you want to and help employers and employees access and control their finances. Combining 3rd party integration with our Adviser Extranet eServices allows us to offer a complete online solution to fit your business.

Contract enquiry service integration

Our contract enquiry integration allows employees to obtain a real time valuation of their Group Personal Pension. Our service uses Origo standards to provide a range of data seamlessly into the flexible benefit platform.

Access a wide range of client and policy data for Scottish Widows policies direct to flexible benefit platforms:

  • Integrate with flexible benefit platforms using industry standard Origo messaging
  • Allow employers, scheme administrators or employees to see valuations and policy details in a consolidated manner
  • Request real-time contract valuations across our GPP and GSHP product range

Which flexible benefit platforms do Scottish Widows link to?

Flexible benefit systemContract enquiry (valuations)
Staffcare Yes
Thomsons Online Benefits Yes
Capita Employee Benefits - Orbit Platform Yes
JLT BenPal Yes
Barnett Waddingham Yes
Johnson Fleming Yes
Sammedia / money info Yes

How do I get Scottish Widows valuations via my Flexible benefit platform?

Please speak to your flexible benefit platform support team about any actions required to set-up contract enquiry.

Need more information?

Please speak to your Scottish Widows Account Manager. We're committed to ensuring you are getting the most out of our eServices.

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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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