To verify your bank account for payments, we accept:
A bank statement dated within the last 3 months (showing account holder name, address, sort code, and account number for the account you'll use to make payments)
Important Notes
We cannot accept the same document for both identity and address.
If you're a Scottish Friendly customer and no longer wish to receive marketing communications from us, please contact us in writing, by email or by phone. Please have your customer reference number to hand – you will find this on your policy document.
If you're not a Scottish Friendly customer but have received a mailing from us, this may have been provided to us from a third party to whom you've given consent for your details to be passed onto other marketing companies. If you wish to change this, please contact us and we will provide you with the list owner’s contact details.
You can find out more about what this may mean for you here.
Your National Insurance number is on any payslip, P60 (end of year tax statement, given to you by your employer) or copy of your annual Self Assessment tax return.
If you cannot find your number, follow the instructions provided on the HM Revenue & Customs website for Finding a lost National Insurance number. Your National Insurance number will be sent to you in writing.
Your client reference number is at the top of any printed correspondence you receive regarding your product or on your original email when you applied with us, called Scottish Friendly application received.
It may have letters at the start, in which case, only refer to the numbers after the forward slash.
For example, L005/8573987 has a client reference number of 8573987.
If you're registered for My Plans, you can log in to change your personal details like your address, email address and telephone number.
1. In My Plans, click 'My details' in the main menu.
2. Click 'Change my contact details' above your address.
3. Add in your new details as necessary and click 'Submit.'
If you don't have a My Plans account, contact us to change your personal details. Please quote your policy number, customer reference number or direct debit / standing order reference.