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
- Visit your portal URL on your mobile web browser.
- If it’s your first visit, you’ll need to register then log in.
- If you have already registered, enter your username and password (and select ‘keep me signed in’) to log in.
Step two
Tap browser settings
- Log in and your portal homepage will appear.
- Tap the share button. This is usually a square with an arrow pointing upwards out of it.
Step three
Add to Home Screen
- A list of options will appear.
- Tap ‘Add to Home Screen’ – you may need to scroll down a little.
Step four
Add and Tap
- Tap ‘Add’ in the top right hand corner of your screen.
- 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.