16th September 2011

Scottish Widows and Unipass

Unipass is an electronic passport that let’s you access all your online financial sites with just one password.

As we move into a post-RDR world, using a robust eCommerce platform is a smart way to minimise risk and makes your business more efficient. Unipass lets you access our eServices, and is a straightforward and secure way for you to control access to your clients’ policy data online.

By registering for Unipass you’ll be able to access our eServices, which in turn will enable you to:

• use our secure tools and calculators including Portfolio Architect and With-Profits-Analyser
• manage share dealing and fund switching online
• change client details
• link to back offices and set up EDI commission statements
• gain immediate access to our online new business illustrations which pre-populate application forms*

You’ll find all information you require to access Unipass on the Scottish Widows Adviser Extranet

*Subject to intermediary terms of business being in place.

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