Adding an item to your plan

From your pensions to your pets - you can include a wide variety of items in your plan. 

We will guide you, step by simple step, towards building your plan so you can live comfortably knowing that everything important to you is stored in one secure place and available at your fingertips.

To add an item from your plan:

1. Visit the relevant category page e.g. Assets
2. Click add an item e.g. Bank Accounts
3. Follow the instructions and add as much information as you wish
4. Click save