What is Paperless Plan Management?

As a MoneyPlus customer, there’s a whole host of secure, time saving ways to manage your plan.

Our Paperless Plan Management option means that you can enjoy a greener, safer and more convenient way to keep on top of your finances.

 

You’ll only receive letters when there’s something for you to sign or if you request something to be sent by post, anything else will be sent straight to your secure Documents Folder within your portal. It will only be seen by you, and it will always be easy to find.

As well as keeping all of your documents in one place, you can also send documents to us using your computer or mobile device, message our advisers and book in for reviews, all from the comfort of your own home.

Within the Customer Portal you can:
  • Book a review
  • Submit documents online
  • Keep documents safe in your digital document folder
  • Bookmark documents to read later
  • Message one of our advisers
  • Make payments
  • Review your account
  • Update your contact details

SECURE

The latest online security measures ensure your documents stay safe and private.

ACCESSIBLE

Mobile and tablet friendly so you can access all your documents wherever you are.

CONVENIENT

Accessible 24 hours a day, 7 days a week – so you can log in at a time that suits you.

ENVIRONMENTAL

Switch to paperless, you’ll receive less post and together we’ll waste less paper.

Manage your Preferences

To manage your communication preferences, Log In to your portal account and you can switch between ‘Post’ and ‘Paperless’ at any time.

 

Not registered for the portal?

If you’re not registered, you can head to our portal page and Sign Up now, all you’ll need is your MPG Customer Number.