My Account > My Details

Your Details

About You

Review and keep your details up to date

Please let us know as soon as possible if your circumstances change, e.g. you marry or separate from your spouse, civil partner or partner with whom you share a home with.

Service Date purchased Status
Service Date purchased Status
Service Date purchased Status

Your Services

For a reminder of the benefits of your services please contact us and we will be happy to go through them with you in more detail.

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    Service Date purchased Status

    Authorised People

    Review and keep your Authorised People up to date

    Your authorised people are the persons we can speak to on your behalf and can be any of your loved ones, family or friends. You can choose to have either one or two such persons.

    Person One

    First Name

    Surname

    Address Line One

    Address Line Two

    Address Line Three

    Town/ City

    Postcode
    (e.g. BS23 2QZ)

    Telephone

    Email

    Person Two

    First Name

    Surname

    Address Line One

    Address Line Two

    Address Line Three

    Town/ City

    Postcode
    (e.g. BS23 2QZ)

    Telephone

    Email


    What Happens If...

    If you are concerned about what would happen with your affairs if something were to happen to you, or you would like to legally appoint a trusted person to manage your affairs, why not speak to one of our Legacy Planners. They will go through making a Lasting Power of Attorney for you or you can make one online yourself!

    Your Current Will

    Is the Will you wrote with us the last one you made? Or maybe you have made a Will with another company?

    It is important to keep your details up-to-date and register your last known Will. If your most recent Will cannot be found after your death it can cause all sorts of complications. For example, your beneficiaries and loved ones could experience delays, and worse, your wishes may not be known or followed.

    Please tell us if you have made a new Will. Simply contact us directly or fill out our short ‘Update The Register’ questionnaire. We will amend your details without delay, free of charge!

    Contact Preferences Centre

    Please take a moment to check the ways in which you would prefer us to contact you.

    Get in Touch

    Have a question? Need some help? We are happy to go through any queries you may have. Call, email, or CHAT with us LIVE online using the link in the bottom right of the screen for an instant response.

    Log Out

    All done? Feel free to log out of your account.

    If you are unsure about anything at all, do not hesitate to get in touch.