Consolidate more than one client reference number into one My Plans account

If you have more than one client reference number, contact us to have them merged into one new client reference number. 

When you get in touch, make sure to have all your different client reference numbers to hand.

To view all of your polices under one My Plans login, you must then register for My Plans using the new client reference number.

You need to register with this new number even if you have a My Plans account using one of your old client reference numbers. This new account will also need a different username and email address from the old one.

You should register and/or log in to My Plans with this new client reference number before applying for any more policies within your Scottish Friendly ISA/Junior ISA, to stop any more client reference numbers from being created.

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