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.

Here you’ll find help managing your account online plus useful information that could help you make the most of your plan with Scottish Friendly.

Make life easier with My Plans

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

Did you know you can manage your account online with My Plans? If you haven't already registered you'll need your Client Reference and Policy Number, both of which are contained in your statement.

Our video guides will show you all you need to know.

Already using My Plans and need help logging in? Check out our trouble-shooting FAQs.

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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.

Making sense of money

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

Global Market Review

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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