Adviser  >  Your business  >  Online service  >  Frequently asked questions

Frequently asked questions

We've collated the most common questions we're asked about our online service to help solve any problems or queries you might have.

Please select a question from the list below to view the answer:

I'm having problems registering

Please contact our IFA Support team on 0131 456 7097 or by email on sale@scottishlife.co.uk.

I've forgotten my password

Please contact our IFA Support team on 0131 456 7097 or by email on sale@scottishlife.co.uk.

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I'm having problems with Unipass

For new users, you can register your certificate during the registration process. If you are an existing user, it is simple to register your certificate. Just enter your user name and Password, then click the “Unipass Login” button. This will lead you through the process automatically.

What browsers do you support?

We only support Internet Explorer 5.5 and above, at present.

What training and support is available?

Please contact your Online Consultant or your usual Scottish Life representative.

What back-office systems do you link with?

We currently provide links to the following software. We are also developing links with other systems. Please speak to your usual Scottish Life contact for more information.

  • IntelliFlo
  • Avelo
  • True Potenti
  • Plum Software
  • JCS
  • Best Practice
  • Assyst

View our back office guide for further information.

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I'm having problems downloading documents

Please check that all 3rd party pop-up blocker software is set to allow pop-ups from our website.

Can I restrict my clients' access?

You can set different levels of access for scheme members. Please call our Web Support team on 0845 60 50 401 to discuss the options. Please note that access can't be tailored for individual policyholders.

I can't find a client policy

The policy may be held against a different agency number. Please use the agency selection tool.

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What contracts are covered?

Contracts Online functionality

Crest

  • no online functionality available

Talisman GPP

  • scheme information
  • bulk data requests
  • view plan details
  • printable plan summary

Talisman GPS

versions 1 to 4

  • view plan details
  • view fund value
  • view scheme information
  • Bulk data request
  • 'what if' projection quotation
  • printable plan summary

versions 5 and 6

  • view plan details
  • view fund value
  • 'what if' projection quotation
  • new entrant illustrations can be keyed
  • payment processing
  • bulk data requests
  • yearly reviews
  • printable plan summary

Retirement Solutions

Versions 1 to 4

  • payment processing
  • yearly reviews
  • bulk data download
  • adding new entrants to the scheme
  • 'what if' projection quotations
  • investment switching
  • changing member details
  • changing scheme details
  • view plan details
  • view fund value
  • noticeboard
  • printable plan summary
  • view scheme details
  • historical scheme details
  • make additional payments
  • track policy changes
  • track scheme changes
  • management information
  • RAG reports

Pension Portfolio & individual pensions

  • view plan details
  • obtain fund values
  • yearly reviews
  • 'what if' projection quotations
  • investment switching
  • printable plan summary

Talisman Personal Pension

  • view plan details
  • printable plan summary
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