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With our My Plans online system and app, you can keep track and manage your My ISA investments with Scottish Friendly.

If you were a Mobius Life customer and would like to view your plan(s) then you'll need to log in to Targetplan.

Start managing your investments online

Register for My Plans

It’s quick and easy to get started. It only takes a few minutes, and once you’re registered you’ll be able to manage your investments online or using the mobile app.

Get the app

Once you’ve registered, you can also get the My Plans app to manage your investments on the go.

Go paperless

By going paperless and managing your account online, there are bags of high street bargains to be had.

What can I do on My Plans?

With My Plans you’ll be able to view your Scottish Friendly investment plans and current valuations. You'll also be able to change your contact details should you move house or need to update your email address.

And, if you’ve taken out a policy within a My ISA or My Junior ISA, you can;

  • Manage your monthly payments
  • Add a new lump sum payment
  • View your transaction history
  • Switch funds
  • Make withdrawals
  • Add more policies within your Scottish Friendly ISA or Junior ISA

Add a policy to your existing ISA

Adding a policy to your existing Scottish Friendly ISA can help you manage your different saving and investing goals - you can have as many policies as you like within your ISA limit of the tax year.

Keep in mind stock market investments can go down as well as up, so you could get back less than you've paid in.

Add a My Choice Policy

My Choice could be right for you if you want to invest from:

  • £10 a month
  • A lump sum of £100
  • Or both

Add a My Prime Policy

My Prime could be right for you if you want to invest from:

  • £100 a month
  • A lump sum of £2,000
  • Or both
We work hard for you

As a mutual we don’t have shareholders. Any profit we make is used for your benefit.

When you start putting money away in a Scottish Friendly investment plan or you buy our life or term cover, you automatically become a member (or owner) of Scottish Friendly.

Helping families to save and invest for 160 years

Learn more

Investing can seem like a tricky business, so if you have a few questions or aren't quite sure where to start, we have some useful guides to help get you started.

Need help?

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