Quotes for our Enhanced Annuity are available on IRESS, iPipeline, TOMAS, Annuity Exchange, Synaptic Webline and Retirement Line portals. Once your agency is set up with Scottish Widows...
Do I need an agency?Yes, you need a current Scottish Widows agency to be able to quote and apply for a Scottish Widows Enhanced Annuity.
I haven't got an agency, how do I get set up?Follow our agency set up process. For more information, you can contact our Annuity Desk on 0345 835 7539* or EASupport@scottishwidows.co.uk.
I already have an agencyYour current agency is already set up to allow you to illustrate and apply for our Enhanced Annuity. The Annuity Desk will be able to help you with any questions regarding your access, you can contact them on 0345 835 7539* or EASupport@scottishwidows.co.uk.
*Calls may be recorded and used for training purposes.
Quotes and applications for the Scottish Widows Enhanced Annuity are only available through quote portals. You will need to register directly with a portal:
If you are already set up with one of these portals you will be ready to quote for a Scottish Widows Enhanced Annuity.
We aim to add new portals in the future.
The quote and application process is all done through eCQRF on a portal.
This process saves you time and money, find out the full benefits of using eCQRF.
How to generate a quoteComplete an online eCQRF via your chosen portal to suit your businesses requirements.
The Portals also supply a Data Capture Form for the eCQRF.
A copy of the Origo Common Quotation Form can be downloaded and used as a generic data capture form if you prefer. The eCQRF approach means that you only need to review and complete those items relevant to your clients condition. This can help streamline the quote process.
Do I need to quote all in one go?You can "part complete" the request if additional information needs to be obtained to help the application. The portal will let you "save" and "retrieve" part completed and fully completed requests.
Re-QuotingWe provide you with our best quote, first time, everytime and guarantee this for 30 days.
If you need to obtain a new quote or need to change any of the details, you can retrieve and edit your quote on the portal.
Help and supportOur Annuity Desk is here to help you if you have queries about our Enhanced Annuity or using the eCQRF.
If you have any issues obtaining illustrations from your portal, you should contact your portal provider in the first instance.
Our best priced quotes first time via IRESS, iPipeline, TOMAS, Annuity Exchange, Synaptic Webline and Retirement Line
Quotes will be guaranteed for 30 days from the date the quote is produced. The application form and purchase price must be received within the 30 days for the terms in the quote to apply.
New business administrationWe have a dedicated administration team who will be responsible for setting up and dealing with all post sale aspects of our Enhanced Annuity.
New business set upThe administration team will:
On completion of the checks the administration team will:
Ongoing supportWe recognise that clients situations will change, to assist with this our Customer Service Enhanced Annuity Team is on hand to help.
The Customer Service Enhanced Annuity Team can be contacted on 0345 845 0099* or EnhancedAnnuities@scottishwidows.co.uk
Intermediary queriesAs an intermediary advising your clients on an Enhanced Annuity, you may have questions. Our Annuity Desk is there to support you.
The Annuity Desk can be contacted on 0345 835 7539* or EASupport@scottishwidows.co.uk
Portal queriesFor all portal questions please contact your portal provider.
Speak to us and discuss how we can help
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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.
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