On this page
Overlay
NatWest Plan Ahead
Share your end of life plans with Plan Ahead
Let your loved ones know your wishes
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?
Information Message
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.
What is Plan Ahead?
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
Information Message
Why choose Plan Ahead?
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
Information Message
If you have already registered for Plan Ahead you can log in here.
Your will
Learn about how to make a will, what to discuss with your solicitor and how to store it.
Legal arrangements
Who would you want to make decisions on your behalf if you couldn’t? Learn about setting up a Lasting Power of Attorney.
Your wealth
Safely record information about what accounts, insurance policies and valuables you have, and any money you owe.
Health care plans
Start thinking about your health care wishes. Let your loved ones know how you'd like to be treated if you can’t look after yourself.
Funeral plans
Plan Ahead can help you take care of all the details that go into a funeral or memorial service during a time that’s emotionally difficult for friends and loved ones.
Pet care
Don’t forget to plan for the care of your pets. You can record your wishes for how your pets should be cared for if you couldn’t do it yourself.
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.
How does key person access work?
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:
-
01
Select the link in your invitation email
-
02
Enter your email address and mobile number
-
03
You'll be asked to give the one time passcode we'll send to your mobile phone by SMS
-
04
You'll then be taken to the plan that has been shared with you