Helping you get the most from your statement

When your statement arrives, you may want to consider your future plans and review if you’re on track to achieve your goals.

We’re here to support you. Here you’ll find useful articles and guides that could help you make the most of your plan with Scottish Friendly.

A guide to your statement

Your ISA statement helps you stay informed and in control of your investment and helps you monitor your progress towards your saving goals.

We aim to make your statement simple and easy to understand. However, if you'd like some extra information, our video could help you get the most from your statement.

Make the most of your plan

When it comes to managing your money, we’re here to help make things a little easier.

Did you know you could manage your account on the go with our My Plans mobile app? If you haven't already registered you'll need your Client Reference and Policy Numbers, both of which are contained in your statement.

Stay in control, download our app, it's quick and easy to register and you can start today.

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My Benefits from Scottish Friendly

Customers who register for My Plans and opt to go paperless can benefit from the savings and offers on the My Benefits card.

Support Hub

Whether you’re tackling money concerns, looking for tips to stay safe online or want to know how to manage your account differently – you’ll find information to help you here.

Insights Hub

Explore our articles on investments, savings and money management to help you stay informed and in control of your finances.

Latest Investment Outlook

Our latest look at the global investment landscape and how recent events could impact investments.

Factors affecting investments

What factors could impact on your investment?

Friendly Glossary of Terms

An A-Z of financial terms and what they mean.

Planning for the future - how to create a financial plan

Thinking long-term? There are benefits to planning for the future.

Got a question?

We can help. You may be able to find the answer in our FAQs.

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Get in touch

Our Glasgow-based Customer Service team is available to help you. Find out how to email us, write to us or speak directly to a member of the team below. Whatever your query, we'll provide a friendly greeting and our best customer care.

Phone

Call us on (UK) 0333 323 5433 or (Eire) 3531 800 816 736.

Phone lines are open Monday to Friday, 8.30am to 5.30pm.

For your protection, calls may be monitored and recorded.

Email

Contact us with your questions or feedback by completing our online contact form.

Write

Scottish Friendly Assurance Society Ltd
Galbraith House
16 Blythswood Square
Glasgow
G2 4HJ

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