MyPlans

MyPlans is your online account that allows you to make payments, view your Plan value, see the fund performance, investment information, cut down on paper and contact your Financial Adviser.

View your Matured CTF ISA, ISA, Savings & Investment Plans, Child Trust Funds or Junior ISAs online. 

View how the Plan is performing
See the Plan value, fund performance, our other products and more at any time.

Make contributions in just a few clicks
It's easy to set up or amend contributions and gift to a child’s Plan at your convenience.

You can do it all yourself
MyPlans makes it easier to manage your Plan online, allowing you to make updates as you need to.

All you need is the Plan number, your date of birth and an email address to set up your MyPlans account.

A Registered Contact is a person who has legal responsibility for managing your child’s Plan, whereas the Planholder is the person who is entitled to the Plan value.

Registered Contact
You can create a MyPlans account to manage your child's Plan. You will still use your own details along with your child's Plan number. Please note it is important you are entering your own date of birth, the person who is creating the MyPlans account.

Planholder (Child’s Child Trust Fund)
You can create your own MyPlans account from age 15. You can view how your Child Trust Fund is performing and the value of your own Plan.

If your one time password is not being sent to either your email or phone number this may be due to your details not being up-to-date. Please call our Customer Services team on 0333 600 0333 (open Monday to Friday 8:30am to 5:00pm), and they will be able to update this for you.

You should try accessing MyPlans on another device or try a different browsers. If the page continues not to work then please call our Customer Services team on 0333 600 0333 (open Monday to Friday 8:30am to 5:00pm).

Gifters paying into a child's Plan can also set up their own online MyPlans account, making it easier to make future contributions.