Planned Future

Financial Wellbeing Portal

The Planned Future Wellbeing Portal can now be added to your smartphone homepage as a Progressive Web App.

Follow these simple instructions and you’ll have access to a range of financial wellbeing tools in just one tap. 

Step one

Register/Log in

  1. Visit your portal URL on your mobile web browser.
  2. If it’s your first visit, you’ll need to register then log in. 
  3. If you have already registered, enter your username and password (and select ‘keep me signed in’) to log in.

Step two

Tap browser settings

  1. Log in and your portal homepage will appear.
  2. Tap the share button. This is usually a square with an arrow pointing upwards out of it. 

Step three

Add to Home Screen

  1. A list of options will appear.
  2. Tap ‘Add to Home Screen’ – you may need to scroll down a little. 

Step four

Add and Tap

  1. Tap ‘Add’ in the top right hand corner of your screen.
  2. You will now be able to access your portal in just one tap. 

Any questions?

If you’re encountering any problems or have a question please just fill in the form and our helpful team will be in touch.