Manage customer portfolios efficiently online through our existing business service, including access to valuations, fund and portfolio performance information and transaction histories. Where required, perform fund switches in a controlled and secure manner in eServices.
You can service your clients online via our extranet and Back Office Systems for all our individual pensions, corporate pensions, onshore bonds and offshore investments.
Customer management
Our eServices allow you to manage client and portfolio data in a secure online environment on the Scottish Widows Adviser Extranet and in your back office system through our valuation messaging service (also known as Contract Enquiry).
Clients and policies
- Accurate policy valuations
- Instant access to policy valuations, fund breakdowns, contribution history and projections
- Notification of updates to client information
- Available via most adviser back-office systems
- Free valuations for offshore investments
Policy servicing
Access everything in one place
- Fund fact sheets
- Fund prices
- Fund charting
- Policy documents
- View overall policy valuation and asset breakdown
Back office integrations
Scottish Widows integrates with a wide range of intermediary Back Office Systems.
Find out more about our back office integrations.
Fund switching & portfolio management
Our fund switching and online ‘dealing’ allows you to
- change the funds within client portfolios
- redirect future pension contributions
- complete in 5 easy steps
- switch statements sent to both you and your client
- online confirmation, in PDF format, that can easily be saved electronically into your back office system
Online validation ensures that only
- available funds for your client's product wrapper are displayed
- fund splits within a portfolio always total 100%,
- therefore minimises errors and reduces the risk to you and your client.
- online confirmation, in PDF format, that can easily be saved electronically into your back office system
Investment history 1.23 mins
How to use investment history to track the performance of your investment holdings.
Bulk data services
Schedule bulk downloads of client and policy data to assist with data cleansing, client segmentation and marketing activities.
- Automatic bulk data downloads with the latest policy information
- Policy changes and event notifications
- Populate or cleanse client records
- Ability to input into marketing campaigns
- Available in a CSV file format (complies with ORIGO industry standards for easy import into your back office system)
- Available as a simple view in Excel
- For new and existing business
Commission
- Reduce time, cost and effort spent on manual intervention
- Easy to maintain accurate records
- Electronic matching of commission payments so commission reconciliation is quicker
- Available via links straight into your client management system
- Industry standard EDI (Electronic Data Interchange) electronic commission statements
- Apply for EDI statements now
Find out more about commission management.
Visit eServices
Find out more
Find out more about how to use our eServices and how they can introduce efficiencies to your business at our eServices learning centre.
