Start managing my investments online

With our My Plans online customer platform and mobile app, securely accessing and managing your Scottish Friendly investments couldn’t be easier. 

It's quick and easy to register and you can start right here.

isa allowance app

What can I do on My Plans?

If you’ve taken out a policy within a My ISA or My Junior ISA, then 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

  • And so much more… create your account to find out more

Register for My PlansHow to use My Plans video guides

Plus, get a reward for going paperless

When you register for My Plans and choose to go paperless, we’ll reward you. How? With your very own My Benefits card. This unlocks some fantastic savings and offers from thousands of leading high-street brands. 

More about My Benefits
my benefits

Mobius Life

If you were a Mobius Life customer and want to access your plan(s), you can see them here. 

Log in to TargetPlan

Add a policy to your existing ISA

You could supercharge your financial strategy by adding a new policy to your existing Scottish Friendly ISA.

Take charge of your investments. Create as many policies as you like within your ISA limit for the tax year, minus any other ISAs you may have. It's all about aiming to make those saving and investing goals a reality.

Add a My Choice policy

A My Choice policy could be right for you if you want to:

  • Invest from £30 a month

  • Pay in from £100 lump sum

  • Or you can do both

Add a My Choice policy

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

Tax treatment depends on individual circumstances and tax rules may change in the future.

Can I withdraw my money from my ISA?

Our ISA products are not fixed, so you can withdraw your money from an ISA at any time. If you have a direct debit with us, you may need to allow up to 10 days after any direct debits are collected before being able to withdraw your money. For a Junior ISA, the money belongs to the child and can only be accessed by them at age 18. It can however, be transferred to another provider at any time. Either of these products may be subject to a £50 exit fee within the first 5 years.

savings

Get the app

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

On your mobile or tablet, open the camera and point your device at the QR code. A link will pop up, tap this, and you’ll be taken straight to download the app.