A sophisticated system which keeps track of and automatically updates all of your financial plans.
- Registration is quick and easy.
- We will create a personal information store, accessible to you alone.
- You will receive login details via email and a PIN code that grants you secure access.
- When you receive this, you are ready to begin.
- You can then choose to add and maintain information about your plans personally.
- Alternatively a simple form of authority allows us to do the job for you.
- The whole basket brought together, kept together and kept up to date, all at no cost to you.
How it works...
Over time, most people accumulate a basket of plans, each in response to a different need, each with a different Provider, some on the recommendation of a financial adviser, others on the persuasion of a TV commercial, each renewing at a different time, each adding to the annual paper mountain of correspondence.
If life were simple, all plans would be held in one place, nothing would be lost or forgotten and everything would be kept up to date, automatically. From the reams of paper, the important information would be highlighted and summarised. Prompts would focus attention at the right time on the right issue, so you could relax in the knowledge that everything that needed to be done was done. Because life generally isn't that simple, we created All My Plans.
All My Plans is one place, where you can access, maintain, analyse and manage all of your financial information. It helps to put you in control of your finances.