Do your loved ones know what you'd want to happen if you became ill or died? Do they know who you bank with, whether you’ve got life insurance or where to find your will?
Plan Ahead is designed for NatWest customers living in England and Wales, aged 18 and over, who are registered for Online Banking and have a valid UK mobile number.
Plan Ahead is a free, online tool that can help you record, store and share important documents like a will or policies such as pensions or life insurance.
Help your loved ones navigate challenging times when you can no longer manage your financial affairs
Discover how you can prepare for unforeseen health or life situations by thinking about your future healthcare wishes
Find out what protections you can put in place for the future
By creating and sharing your plans, you can help the people you love make sure they have the information they’ll need in a difficult time.
It’s easy to record and securely store and share key documents such as your will with your family
You can nominate important people in your life, like family or an executor, for Key Person Access
Once set up, you can update your plan as life changes, at any time
If you have already registered for Plan Ahead you can log in here.
Plan Ahead does not create or produce any legally binding documents. You should seek independent legal and financial advice in making any legal documents such as Wills or Powers of Attorney. The information you upload to Plan Ahead should be kept up to date so that it can be relied upon by those who you have shared your plan with.
If you’re already a NatWest Plan Ahead customer, you can update your plan to reflect any changes in your life.
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:
Select the link in your invitation email
Enter your email address and mobile number
You'll be asked to give the one time passcode we'll send to your mobile phone by SMS
You'll then be taken to the plan that has been shared with you
