If you have more than one client reference number, contact us to have them merged into one new client reference number.
When you get in touch, make sure to have all your different client reference numbers to hand.
To view all of your polices under one My Plans login, you must then register for My Plans using the new client reference number.
You need to register with this new number even if you have a My Plans account using one of your old client reference numbers. This new account will also need a different username and email address from the old one.
You should register and / or log in to My Plans with this new client reference number before applying for any more policies within your Scottish Friendly ISA / Junior ISA, to stop any more client reference numbers from being created.
My Plans shows which policies you have within your Scottish Friendly ISA and lets you see their current value. You can access this view at any point within My Plans.
You can access My Plans by clicking on the link next to the menu bar.
Help reduce paper usage by opting in for a paperless account. You can still view all correspondence within My Plans, even if your account is paperless.
Opting to go paperless gives access to our My Benefits rewards scheme, providing fantastic savings and offers from thousands of leading brands and local outlets.
How to go paperless:
1. In My Plans, click 'My details' in the main menu.
2. Click 'Change my contact details' above your address.
3. At the bottom of the page, check the box to opt in for a paperless account.
4. Click 'Submit.'
Once you've gone paperless, a My Benefits card will automatically be sent to you in the post along with registration instructions and tips on how to make the most of your card.
Yes, you can download our android app by clicking here Google Play. Or if you have iphone you can download our app here from The App Store. Find out more information about our app here.
You can find out here how to Register or Log into My Plans.
Your username, password and memorable word can all be changed within My Plans.
1. Under Welcome (top-right) click 'Change my log in details.'
2. Enter a new password, memorable word and hint, or username as required.
3.Click 'Submit' to save changes.
Logging into My Plans requires the username, password and memorable word you created during registration.
You can have your username sent to you, or reset your password or memorable word, if you have forgotten them.
To retrieve any login details, you will need:
· Your email address
· Your date of birth
· Your postcode
How to retrieve your login details:
1. On the My Plans login page, click Forgotten your login details?
2. Choose which piece of log in information you need to access or reset.
3. Provide the required personal information to verify your identity and click 'Submit'.
Entering log in details incorrectly three times in a row locks access to your My Plans account.
How to unlock:
Attempting to log in to a locked account will reveal the option to unlock it.
1. After a failed log in attempt on the My Plans login screen, click Send unlock email to send an email to the email address you provided during registration.
2. In the email, click Unlock my account to return to the log in page having verified your identity.
3. Log in to your account.