Adviser > Your business > Online Service > Registration and accessing clients details
Registration and accessing clients details
Users of the biggest back office systems are able to get instant valuations for our pensions and bonds.
Registration and accessing client details
Back Office Web Guide
To access your Scottish Life clients' policy details via back office systems you must first be registered for our Online Service. This will also provide you with access to our secure extranet service with quotations, client details and policy servicing.
For IntelliFlo and True Potential you will also need to have a Unipass certificate attached to your Online Service Account. A Unipass certificate is available via the Unipass website.
You can register using our simple online process. Please ensure that you connect your account to your unipass certificate at registration.
The registration process usually takes less than 2 business days to set up access to all of your clients policies.
Once the process has been completed, you will be able to use your Unipass certificate to access your clients details.
To access the details of a Scottish Life client through your back office system you need to enter the client's personal details and Scottish Life policy number.
Ongoing support
Once you’re up and running, our Web Support team are only an email or phone call away if you have any problems or questions.
Call them on 0845 60 50 401 or email them at websupport@scottishlife.co.uk
For professional advisers only
