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Service and Support

We aim to provide you and your clients with the best of service and are proud to have received industry awards in recognition of this:

  • Awarded Company of the year 2017 by Financial Adviser in their service awards*
  • 5 stars by Financial Adviser in their service awards*

To help make protection easier for you and your clients, we provide dedicated end-to-end support, including:

  • A range of online tools to help you reinforce the need for protection and make placing business with us easier
  • Case ownership model with dedicated underwriting support
  • A simple quote and apply process
  • Our price lock promise - from submitting your application to when the policy goes in force, the price won’t change for a period of up to 12 months
  • Dedicated claims handlers
  • One of the biggest claims handling teams in the industry
  • Access to practical and emotional support from RedArc, a Personal Nurse Adviser Service, for all policyholders and their families

* Financial Adviser Service Awards 2017

Annual Plan Summary


We provide an annual summary of your client’s cover on the anniversary of their application. This provides a great opportunity for you to have a regular conversation with your clients, to highlight the importance of financial advice and review their changing needs and circumstances. Watch our short film to find out more.

Assessing your clients’ needs


We have a number of useful online tools which can help you have a better protection conversation with your client and bring out the underlying protection need.


This tool can help you explain to clients why you're recommending Scottish Widows Protect, and can be used to provide a client suitability letter

Recommendation Tool

Our Underwriting Outcome tool gives an indication of the underwriting outcome for your client's medical condition

Underwriting Outcome Tool

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Information within this site is intended for UK authorised and regulated financial advisers only. It is not intended for onward transmission to retail customers and should not be relied upon by any other person. If you are not an adviser please return to our consumer site.

Scottish Widows is not responsible for the content of third party websites. Separate terms apply to the use of third party websites and Scottish Widows does not warrant the accuracy, reliability, availability or otherwise of these sites.

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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.

Halifax Financial Services is a trading name of Scottish Widows Limited. Scottish Widows Limited is 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 Bank plc, registered in Scotland no. 154554. Registered office in the United Kingdom at PO Box 12757, 67 Morrison Street, Edinburgh EH3 8YJ. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Financial Services Register number 201601.

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