Skip to content

How to use My Plans

If you want to find out more about My Plans, our video guides below can help you get started with everything from registration to learning about the different features.

How to register for My Plans

Registering for My Plans only takes a couple of minutes. This is your step-by-step guide to getting started, and the personal information and security details you’ll need to provide.

How to log in to My Plans

This short video shows the personal and security details you need to login securely to My Plans, and what to do if you forget your login details.

How to use My Plans

Watch our 2 minute introduction video on how to use My Plans, covering everything from tracking your investment performance to editing your contact and bank details.

How to stop, start, increase or decrease your investment

Find out how to set up regular payments by Direct Debit, manage and cancel your payments, and alter the amount you wish to pay in.

How to make a fund switch

It’s easy to switch and add funds with My Plans, to take more control over how your money is invested. This video shows you how to make a switch, with details of how long the process takes plus some other useful tips.

How to make a withdrawal

It’s easy to access some or all of your money when you need to, and even manage how much you withdraw from each of your individual funds. Watch this short video to see how to make a withdrawal, and how long it takes to process your transaction.

Register now

By registering for My Plans, you have the convenience of being able to manage your investments quickly and safely, when it suits you.

If you register and go paperless you'll also receive a My Benefits card.

It only takes a few minutes to register!

Need help?

Top suggestions
    We couldn't find any results matching your search terms.