Access, maintain, analyse and manage all your financial information, all in one place... securely.
- Keep tabs on all your financial information:
- Credit cards
- Life insurance plans
- Investments
- Savings
- Pensions
- Mortgages
- Loans
- Shares
- Car & home insurance
- Bank accounts
- Store paperwork and contact information
- Set alerts to remind you about important dates
- Share information with another user of All My Plans (your partner, financial adviser, accountant or solicitor)
- Monitor the value of your investments
- Receive proactive alerts about the best deals
at renewal
LIFE HAS ITS CHALLENGES & MANAGING MONEY CAN OFTEN BE ONE OF THEM.
Creating sufficient wealth to fund income needs in retirement, buying a home, arranging insurances to cover unforeseen and unfortunate events, ensuring financial protection for dependants should the worst happen are just some scenarios for which it is prudent to plan. And most people do, generally through the use of insurance policies, mortgages, loans, investment and savings plans, a whole basket of plans in fact.
However the plan that made sense a year ago might no longer be fit for purpose; the rate that last year topped the tables might now be the worst in class. Many people have a nagging doubt that they ought to do something, but simply don't know where to start.
We use our in-depth industry knowledge to provide information that keeps you up to date; that tells you what you've got, why you've got it, what you are paying and what its worth. We do so proactively by making your money work for you, saving you time and money, while helping you to ensure you have adequate cover you and your family.