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NatWest Plan Ahead

Provide peace of mind for your loved ones

Are your affairs in order?

Do your loved ones know what you'd want to happen if you became ill, incapacitated or the worst was to happen? Do they know who you bank with, whether you’ve got life insurance or where to find your will?

Without the right plans in place, a difficult time could be made even harder for family and friends suddenly faced with looking after your financial and legal affairs on your behalf. 

Introducing NatWest Plan Ahead

NatWest Plan Ahead is a free online tool, designed to guide you through the practical, proactive steps you need to take to get your affairs in order.

It gives you a place to record, securely store and share your plans and key documents with your family - giving you the peace of mind knowing the people you love have the information they'd need in an emergency.

What could Plan Ahead help me to think about?

Your Will

What would you want to happen to your money, property, possessions and any dependants when you die? Learn about preferences you can discuss with a solicitor to help you make your will. You can also choose to keep a copy of your most recent will in Plan Ahead so your family know your wishes.

Health care

Your health care wishes

Start thinking about your health and care wishes now so in the event of an emergency your loved ones know how you'd like to be treated and what care you'd want to receive if you can't look after yourself.

Funeral wishes

Your funeral wishes

Plan Ahead helps you consider lots of practical and ceremonial details, including unique ideas for your funeral or memorial service and your wishes for meaningful monuments or place markers.

Caring for your pets

Just as we plan for our human dependents, we need to plan for the care of our pets. In Plan Ahead you can record your wishes for how your pets should be cared for if you could no longer do it yourself.

Legal arrangements and Power of Attorney

Who would you want to make financial or health decisions on your behalf if you couldn’t speak for yourself? Our tool will guide you through the details of setting up a Lasting Power of Attorney.

Your wealth

You can safely record information about what accounts, insurance policies and valuables you have, and any money you owe, so your loved ones know what they'd need to do to manage them when you're gone.

How does Plan Ahead work?

How does Plan Ahead work?

Make

Use our step-by-step guides and checklists to think through your plan and record your wishes.

Store

Securely upload important documents like a will or power of attorney and record assets, like pensions and policies.

Share

Give secure online access to your plan to friends, family and executors.

Why use Plan Ahead?

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Peace of mind

You'll know loved ones have easy access to all they need to manage your affairs and make a difficult time a little easier.
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Plan for what matters

Rest assured that you've got all the most important details covered and your loved ones are aware of your wishes.
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Secure online tool

Safely store copies of your documents so that your loved ones can easily find them whenever they're needed.

Get set up for Plan Ahead

How your information might be used

It's important for you to understand how we use and share your information, so please read these terms and conditions and privacy policy before you continue.

Are you registered for Online Banking?

How to get started

You'll be taken to our dedicated Plan Ahead website to get registered.

You'll need to be a NatWest customer with Online Banking to continue

Getting set up should only take a few steps.

Online Banking available to customers aged 11+ with a NatWest account.

Key person access

Do you want to access a Plan Ahead plan that was shared with you? Check your email for an invitation from NatWest Plan Ahead and follow these steps:

  1. Select the link in your invitation email.
  2. Enter your email address and mobile number.
  3. You'll be asked to give the one time passcode we'll send to your mobile number by SMS.
  4. You'll then be taken to the Plan Ahead plan that has been shared with you.

 

Frequently asked questions

Created by potrace 1.15, written by Peter Selinger 2001-2017

Already registered for Plan Ahead?

If you’re already a NatWest Plan Ahead customer, you can update your plan to reflect any changes in your life.

Anything else we can help you with?