Making plans...for you!

Your own personal Scottish Friendly online space.

Already registered for My Plans? Log in here:

Log in to My Plans>

If you're new to My Plans, watch our video below and continue reading for more information.


As a Scottish Friendly customer, we’re sure you like to check up on your investments with us every now and again. But this may involve rummaging through your home office files – if you’re organised – or worse, through a variety of shoe-boxes at the bottom of your wardrobe.

Wouldn’t it be easier if you could go online to view your Scottish Friendly investments? Where you could see current valuations and even update your personal details if needed?

That’s what we thought too and that’s why we launched 'My Plans'.

My Plans is your personal online space on It’s completely secure, using bank level security.

If you want to find out more about My Plans, from registration to learning about the different features, why not browse our how-to video guides which provide everything you need to know and will help you to get the most from My Plans.

View how-to video guides>

Whether you’ve just taken out one of our My ISA range or have held a Scottish Friendly investment or policy for a number of years, with My Plans you’ll be able to view your investment plans and current valuations. You'll also be able to change your personal details, for example if you move house or update your email address.

Also, if you’ve taken out one of our new My ISA policies within a Scottish Friendly ISA, My Plans allows you to:

  • Add a new lump sum payment
  • Transfer from another ISA
  • View your transaction history
  • Make fund switches
  • Make withdrawals
  • Add more policies within your Scottish Friendly ISA (you can give these policies names e.g. holiday fund, rainy day fund or name them for your children)

By choosing to manage your policies online, you have the convenience of being able to carry out your investment needs quickly and safely, when it suits you, from the comfort of your home, work, or wherever you have access to the Internet.

What's more if you register for My Plans - and go paperless - you will receive a My Benefits card in the post. To find out more about our My Benefits programme click here.

It only takes a few minutes to register!

Register for My Plans>