Plans is the place to keep everything in your financial world.
Store insurance certificates, savings statements, property details and much, much more...
Plans has everything you need in an emergency.
You can quickly access reference numbers, contact numbers and policy details.
Send your paperwork to us and we will digitise your account for you.Find out more
Get started immediately with easy online account management.Find out more
With PLANS you can send your paperwork to us and we will set up and update your account for you!
2 simple ways you can send paperwork to us:
Attach PDF’s or photos of your paperwork on PLANS, we extract the key information and update your account for you.
When you sign up for your 30 DAY FREE TRIAL, we’ll send you a Freepost envelope. Use this to send your paperwork to us, we extract the key information and update your account for you.
Each time you send us a Freepost envelope, we’ll send you another one so you can keep PLANS completely up-to-date.
With PLANS you can set up all of your financial products and see your net worth within just a few minutes of joining.
PLANS supports live prices for all UK listed Funds, Stocks and Shares.
Life's too short to dig through piles of paperwork to find your information.
Get what you need faster, know what you're worth and make life simple!
All paperwork handled!
Use the freepost service
Know your net worth
Find essential information fast
Normal price, £7.99 per month