Get all sub schemes for a group scheme

GET /api/v1/plans/{plan_uuid}/sub-group-schemes
Personal access token & O auth2

Path parameters

  • plan_uuid string Required

    uuid The UUID of the group scheme plan.

Query parameters

  • filter[uuid] string

    Filter by a comma separated list of UUIDs.

  • filter[client_name] string

    Filter members by name. This is a partial match against first_name, last_name, and entity_name together.

  • filter[status] string

    Filter members by their status. Options: active, inactive, proposed

  • filter[on_risk_at] string

    date Filter staff members by their on_risk_at. This can be a single value for one date or use a comma to search between. E.g 2021-01-01,2023-12-31

  • sort string

    Field to sort by. Valid fields are [created_at, updated_at, premium, status]. Negative sign to denote DESC. Defaults to '-created_at'.

  • per_page integer

    Number of results to return with pagination (Default 15. Max 500).

Responses

  • 200 application/json
    Hide response attribute Show response attribute object
GET /api/v1/plans/{plan_uuid}/sub-group-schemes 
curl \
 --request GET 'https://api.plannrcrm.com/api/v1/plans/plan_uuid/sub-group-schemes' \
 --header "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
 --header "Content-Type: application/json" \
 --header "Accept: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200) 
{
  "data": [
    {
      "name": "Johns ISA",
      "tags": [
        {
          "name": "Mortgage",
          "slug": "mortgage",
          "uuid": "056216aa-dc99-4a5d-ab58-79f5062ce599",
          "colour": "#ef4582",
          "created_at": "2025-05-14T18:27:15+01:00",
          "updated_at": "2025-05-14T18:27:15+01:00"
        }
      ],
      "type": "cash_account",
      "uuid": "58712323-7990-45ff-b4e7-a91dcee17b3b",
      "wrap": {
        "name": "Johns ISA",
        "tags": "App\\Http\\Resources\\TagResource",
        "type": "cash_account",
        "uuid": "0357a44f-ebdc-42a4-afa7-bb69640a5eaf",
        "wrap": "App\\Http\\Resources\\Plans\\PlanResource",
        "cases": "App\\Http\\Resources\\CasesResource",
        "value": {
          "amount": {
            "example": "4000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          },
          "formatted": {
            "example": "£40.00",
            "description": "Money amount formatted with currency"
          }
        },
        "claims": "App\\Http\\Resources\\Plans\\ClaimResource",
        "client": "App\\Http\\Resources\\AccountResource",
        "covers": "App\\Http\\Resources\\Plans\\CoverResource",
        "seller": "App\\Http\\Resources\\AccountResource",
        "status": "inactive",
        "accounts": "App\\Http\\Resources\\AccountResource",
        "on_panel": true,
        "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
        "sub_type": "lifetime isa",
        "opened_at": "2025-05-14T18:27:15+01:00",
        "valued_at": "2025-05-14T18:27:15+01:00",
        "created_at": "2025-05-14T18:27:15+01:00",
        "statistics": {
          "recent_growth": 100
        },
        "updated_at": "2025-05-14T18:27:15+01:00",
        "advice_area": "non_investment_insurance",
        "inactive_at": "2025-05-14T18:27:15+01:00",
        "review_date": "2024-05-14",
        "linked_plans": "App\\Http\\Resources\\Plans\\PlanResource",
        "main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
        "sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
        "under_advice": true,
        "abstract_type": "asset",
        "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
        "is_wrap_child": false,
        "linked_owners": "App\\Http\\Resources\\AccountResource",
        "policy_number": "AVIVA-123",
        "show_on_joint": true,
        "wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
        "can_be_deleted": "false",
        "total_benefits": {
          "critical_illness": {
            "amount": {
              "example": "15000000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            },
            "formatted": {
              "example": "£150,000.00",
              "description": "Money amount formatted with currency"
            }
          },
          "family_income_benefit": {
            "amount": {
              "example": "10000000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            },
            "formatted": {
              "example": "£100,000.00",
              "description": "Money amount formatted with currency"
            }
          }
        },
        "inactive_reason": "claimed",
        "is_group_scheme": false,
        "is_wrap_product": false,
        "latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
        "original_valued_at": "2025-05-13T18:27:15+01:00",
        "proposal_reference": "AB123456",
        "agency_in_your_name": true,
        "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
        "is_sub_group_scheme": false,
        "total_benefit_amount": {
          "amount": {
            "example": "25000000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          },
          "formatted": {
            "example": "£250,000.00",
            "description": "Money amount formatted with currency"
          }
        },
        "is_group_scheme_member": false,
        "originally_sold_by_firm": true,
        "agency_in_your_name_from": "2024-05-14",
        "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
        "visible_on_client_portal": true,
        "include_in_client_valuation": true
      },
      "cases": [
        {
          "name": "finance",
          "slug": "finance",
          "type": "App\\Http\\Resources\\CasesTypeResource",
          "uuid": "ac739e0b-97af-4ef9-8afa-2cfa280e4400",
          "plans": "App\\Http\\Resources\\Plans\\PlanResource",
          "value": {
            "amount": {
              "example": "4000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            },
            "formatted": {
              "example": "£40.00",
              "description": "Money amount formatted with currency"
            }
          },
          "status": "App\\Http\\Resources\\CasesStatusResource",
          "review_at": "2025-05-14T18:27:15+01:00",
          "created_at": "2025-05-14T18:27:15+01:00",
          "updated_at": "2025-05-14T18:27:15+01:00",
          "group_uuids": [
            "2a98677f-7fad-46e5-a870-a7af7bf4eb8a"
          ],
          "completed_at": "2025-05-14T18:27:15+01:00",
          "participants": "App\\Http\\Resources\\AccountResource",
          "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
          "status_position": 4,
          "task_board_uuid": "140f1947-50ff-425e-9f67-5983c838aa5c",
          "assigned_to_uuids": [
            "089b6355-e822-4980-bf21-9a005a886220"
          ],
          "participants_count": 4
        }
      ],
      "value": {
        "amount": {
          "example": "4000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        },
        "formatted": {
          "example": "£40.00",
          "description": "Money amount formatted with currency"
        }
      },
      "claims": [
        {
          "uuid": "f1352496-96fa-4ae1-950b-9b63668cc52f",
          "client": "App\\Http\\Resources\\AccountResource",
          "created_at": "2025-05-14T18:27:15+01:00",
          "updated_at": "2025-05-14T18:27:15+01:00",
          "claim_notes": "Claim notes",
          "claim_amount": {
            "amount": {
              "example": "25000000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            },
            "formatted": {
              "example": "£250,000.00",
              "description": "Money amount formatted with currency"
            }
          },
          "claim_end_date": "2030-05-14",
          "claim_start_date": "2024-05-14"
        }
      ],
      "client": {
        "firm": "App\\Http\\Resources\\FirmResource",
        "name": "Gareth Thompson",
        "role": "client",
        "tags": "App\\Http\\Resources\\TagResource",
        "type": "client",
        "uuid": "f6c24c9b-a0c4-4104-a8a6-39609a2a48c3",
        "email": "gareth@codepotato.co.uk",
        "groups": "App\\Http\\Resources\\GroupResource",
        "owners": "App\\Http\\Resources\\AccountResource",
        "last_name": "Thompson",
        "created_at": "2025-05-14T18:27:15+01:00",
        "first_name": "Gareth",
        "updated_at": "2025-05-14T18:27:15+01:00",
        "with_login": true,
        "inactive_at": "2025-05-14",
        "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
        "introduced_by": "App\\Http\\Resources\\AccountResource",
        "primary_email": "App\\Http\\Resources\\ContactDetailResource",
        "can_be_deleted": "false",
        "assigned_adviser": "App\\Http\\Resources\\AccountResource",
        "next_review_date": "2025-05-14T18:27:15+01:00",
        "has_joint_account": true,
        "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
        "first_contact_date": "2025-05-14T18:27:15+01:00",
        "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
        "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
        "joint_account_circle": "App\\Http\\Resources\\CircleResource",
        "ownership_percentage": 100,
        "previous_review_date": "2025-05-14T18:27:15+01:00",
        "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
        "assigned_administrator": "App\\Http\\Resources\\AccountResource",
        "anniversary_review_date": "2025-05-14T18:27:15+01:00"
      },
      "covers": [
        {
          "uuid": "61ec8511-52bc-4d8e-b2b5-0000f488e0e9",
          "client": "App\\Http\\Resources\\AccountResource",
          "excess": {
            "amount": {
              "example": "10000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            },
            "formatted": {
              "example": "£100.00",
              "description": "Money amount formatted with currency"
            }
          },
          "cover_type": "critical_illness",
          "created_at": "2025-05-14T18:27:15+01:00",
          "indexation": 1.4,
          "updated_at": "2025-05-14T18:27:15+01:00",
          "benefit_amount": {
            "amount": {
              "example": "25000000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            },
            "formatted": {
              "example": "£250,000.00",
              "description": "Money amount formatted with currency"
            }
          },
          "benefit_status": "active",
          "benefit_frequency": "monthly"
        }
      ],
      "seller": {
        "firm": "App\\Http\\Resources\\FirmResource",
        "name": "Gareth Thompson",
        "role": "client",
        "tags": "App\\Http\\Resources\\TagResource",
        "type": "client",
        "uuid": "08d7e3ee-7e9c-43f2-b2e3-af14381b8a4d",
        "email": "gareth@codepotato.co.uk",
        "groups": "App\\Http\\Resources\\GroupResource",
        "owners": "App\\Http\\Resources\\AccountResource",
        "last_name": "Thompson",
        "created_at": "2025-05-14T18:27:15+01:00",
        "first_name": "Gareth",
        "updated_at": "2025-05-14T18:27:15+01:00",
        "with_login": true,
        "inactive_at": "2025-05-14",
        "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
        "introduced_by": "App\\Http\\Resources\\AccountResource",
        "primary_email": "App\\Http\\Resources\\ContactDetailResource",
        "can_be_deleted": "false",
        "assigned_adviser": "App\\Http\\Resources\\AccountResource",
        "next_review_date": "2025-05-14T18:27:15+01:00",
        "has_joint_account": true,
        "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
        "first_contact_date": "2025-05-14T18:27:15+01:00",
        "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
        "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
        "joint_account_circle": "App\\Http\\Resources\\CircleResource",
        "ownership_percentage": 100,
        "previous_review_date": "2025-05-14T18:27:15+01:00",
        "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
        "assigned_administrator": "App\\Http\\Resources\\AccountResource",
        "anniversary_review_date": "2025-05-14T18:27:15+01:00"
      },
      "status": "inactive",
      "accounts": [
        {
          "firm": "App\\Http\\Resources\\FirmResource",
          "name": "Gareth Thompson",
          "role": "client",
          "tags": "App\\Http\\Resources\\TagResource",
          "type": "client",
          "uuid": "6478fabb-d97b-4760-a865-e4286feee2bb",
          "email": "gareth@codepotato.co.uk",
          "groups": "App\\Http\\Resources\\GroupResource",
          "owners": "App\\Http\\Resources\\AccountResource",
          "last_name": "Thompson",
          "created_at": "2025-05-14T18:27:15+01:00",
          "first_name": "Gareth",
          "updated_at": "2025-05-14T18:27:15+01:00",
          "with_login": true,
          "inactive_at": "2025-05-14",
          "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
          "introduced_by": "App\\Http\\Resources\\AccountResource",
          "primary_email": "App\\Http\\Resources\\ContactDetailResource",
          "can_be_deleted": "false",
          "assigned_adviser": "App\\Http\\Resources\\AccountResource",
          "next_review_date": "2025-05-14T18:27:15+01:00",
          "has_joint_account": true,
          "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
          "first_contact_date": "2025-05-14T18:27:15+01:00",
          "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
          "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
          "joint_account_circle": "App\\Http\\Resources\\CircleResource",
          "ownership_percentage": 100,
          "previous_review_date": "2025-05-14T18:27:15+01:00",
          "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
          "assigned_administrator": "App\\Http\\Resources\\AccountResource",
          "anniversary_review_date": "2025-05-14T18:27:15+01:00"
        }
      ],
      "on_panel": true,
      "provider": {
        "name": "AJ Bell",
        "slug": "aj-bell",
        "uuid": "7198095f-0755-4191-ba6d-9065c19f6530",
        "created_at": "2025-05-14T18:27:15+01:00",
        "updated_at": "2025-05-14T18:27:15+01:00"
      },
      "sub_type": "lifetime isa",
      "opened_at": "2025-05-14T18:27:15+01:00",
      "valued_at": "2025-05-14T18:27:15+01:00",
      "created_at": "2025-05-14T18:27:15+01:00",
      "statistics": {
        "recent_growth": 100
      },
      "updated_at": "2025-05-14T18:27:15+01:00",
      "advice_area": "non_investment_insurance",
      "inactive_at": "2025-05-14T18:27:15+01:00",
      "review_date": "2024-05-14",
      "group_scheme": {
        "name": "Johns ISA",
        "tags": "App\\Http\\Resources\\TagResource",
        "type": "cash_account",
        "uuid": "41322b69-52b7-4291-a705-def25028f82d",
        "wrap": "App\\Http\\Resources\\Plans\\PlanResource",
        "cases": "App\\Http\\Resources\\CasesResource",
        "value": {
          "amount": {
            "example": "4000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          },
          "formatted": {
            "example": "£40.00",
            "description": "Money amount formatted with currency"
          }
        },
        "claims": "App\\Http\\Resources\\Plans\\ClaimResource",
        "client": "App\\Http\\Resources\\AccountResource",
        "covers": "App\\Http\\Resources\\Plans\\CoverResource",
        "seller": "App\\Http\\Resources\\AccountResource",
        "status": "inactive",
        "accounts": "App\\Http\\Resources\\AccountResource",
        "on_panel": true,
        "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
        "sub_type": "lifetime isa",
        "opened_at": "2025-05-14T18:27:15+01:00",
        "valued_at": "2025-05-14T18:27:15+01:00",
        "created_at": "2025-05-14T18:27:15+01:00",
        "statistics": {
          "recent_growth": 100
        },
        "updated_at": "2025-05-14T18:27:15+01:00",
        "advice_area": "non_investment_insurance",
        "inactive_at": "2025-05-14T18:27:15+01:00",
        "review_date": "2024-05-14",
        "group_scheme": "App\\Http\\Resources\\Plans\\GroupSchemeMemberResource",
        "linked_plans": "App\\Http\\Resources\\Plans\\GroupSchemeMemberResource",
        "main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
        "sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
        "under_advice": true,
        "abstract_type": "asset",
        "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
        "is_wrap_child": false,
        "linked_owners": "App\\Http\\Resources\\AccountResource",
        "policy_number": "AVIVA-123",
        "show_on_joint": true,
        "wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
        "can_be_deleted": "false",
        "total_benefits": {
          "critical_illness": {
            "amount": {
              "example": "15000000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            },
            "formatted": {
              "example": "£150,000.00",
              "description": "Money amount formatted with currency"
            }
          },
          "family_income_benefit": {
            "amount": {
              "example": "10000000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            },
            "formatted": {
              "example": "£100,000.00",
              "description": "Money amount formatted with currency"
            }
          }
        },
        "inactive_reason": "claimed",
        "is_group_scheme": false,
        "is_wrap_product": false,
        "latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
        "original_valued_at": "2025-05-13T18:27:15+01:00",
        "proposal_reference": "AB123456",
        "agency_in_your_name": true,
        "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
        "is_sub_group_scheme": false,
        "total_benefit_amount": {
          "amount": {
            "example": "25000000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          },
          "formatted": {
            "example": "£250,000.00",
            "description": "Money amount formatted with currency"
          }
        },
        "is_group_scheme_member": true,
        "originally_sold_by_firm": true,
        "agency_in_your_name_from": "2024-05-14",
        "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
        "visible_on_client_portal": true,
        "group_scheme_member_detail": {
          "workplace_location": "London",
          "employment_division": "Management"
        },
        "include_in_client_valuation": true
      },
      "linked_plans": [
        {
          "name": "Johns ISA",
          "tags": "App\\Http\\Resources\\TagResource",
          "type": "cash_account",
          "uuid": "2085e13d-ecad-4c66-8387-fccc0386edf4",
          "wrap": "App\\Http\\Resources\\Plans\\PlanResource",
          "cases": "App\\Http\\Resources\\CasesResource",
          "value": {
            "amount": {
              "example": "4000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            },
            "formatted": {
              "example": "£40.00",
              "description": "Money amount formatted with currency"
            }
          },
          "claims": "App\\Http\\Resources\\Plans\\ClaimResource",
          "client": "App\\Http\\Resources\\AccountResource",
          "covers": "App\\Http\\Resources\\Plans\\CoverResource",
          "seller": "App\\Http\\Resources\\AccountResource",
          "status": "inactive",
          "accounts": "App\\Http\\Resources\\AccountResource",
          "on_panel": true,
          "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
          "sub_type": "lifetime isa",
          "opened_at": "2025-05-14T18:27:15+01:00",
          "valued_at": "2025-05-14T18:27:15+01:00",
          "created_at": "2025-05-14T18:27:15+01:00",
          "statistics": {
            "recent_growth": 100
          },
          "updated_at": "2025-05-14T18:27:15+01:00",
          "advice_area": "non_investment_insurance",
          "inactive_at": "2025-05-14T18:27:15+01:00",
          "review_date": "2024-05-14",
          "group_scheme": "App\\Http\\Resources\\Plans\\GroupSchemeMemberResource",
          "linked_plans": "App\\Http\\Resources\\Plans\\GroupSchemeMemberResource",
          "main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
          "sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
          "under_advice": true,
          "abstract_type": "asset",
          "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
          "is_wrap_child": false,
          "linked_owners": "App\\Http\\Resources\\AccountResource",
          "policy_number": "AVIVA-123",
          "show_on_joint": true,
          "wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
          "can_be_deleted": "false",
          "total_benefits": {
            "critical_illness": {
              "amount": {
                "example": "15000000",
                "description": "Money amount at their lowest denominator (for example: pennies)"
              },
              "currency": {
                "example": "GBP",
                "description": "Currency of the money"
              },
              "formatted": {
                "example": "£150,000.00",
                "description": "Money amount formatted with currency"
              }
            },
            "family_income_benefit": {
              "amount": {
                "example": "10000000",
                "description": "Money amount at their lowest denominator (for example: pennies)"
              },
              "currency": {
                "example": "GBP",
                "description": "Currency of the money"
              },
              "formatted": {
                "example": "£100,000.00",
                "description": "Money amount formatted with currency"
              }
            }
          },
          "inactive_reason": "claimed",
          "is_group_scheme": false,
          "is_wrap_product": false,
          "latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
          "original_valued_at": "2025-05-13T18:27:15+01:00",
          "proposal_reference": "AB123456",
          "agency_in_your_name": true,
          "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
          "is_sub_group_scheme": false,
          "total_benefit_amount": {
            "amount": {
              "example": "25000000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            },
            "formatted": {
              "example": "£250,000.00",
              "description": "Money amount formatted with currency"
            }
          },
          "is_group_scheme_member": true,
          "originally_sold_by_firm": true,
          "agency_in_your_name_from": "2024-05-14",
          "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
          "visible_on_client_portal": true,
          "group_scheme_member_detail": {
            "workplace_location": "London",
            "employment_division": "Management"
          },
          "include_in_client_valuation": true
        }
      ],
      "main_account": {
        "name": "John's ISA",
        "uuid": "245407c7-4eed-4ed3-a71f-31c6e38f2bda",
        "created_at": "2025-05-14T18:27:15+01:00",
        "statistics": {
          "recent_growth": 100
        },
        "updated_at": "2025-05-14T18:27:15+01:00",
        "policy_number": "AVI-4837",
        "is_main_account": false,
        "active_portfolio": "App\\Http\\Resources\\Plans\\PortfolioResource",
        "latest_valuation": "App\\Http\\Resources\\Plans\\ValuationResource"
      },
      "sub_accounts": [
        {
          "name": "John's ISA",
          "uuid": "af36abef-87dc-41ab-9512-e2ba99cb990e",
          "created_at": "2025-05-14T18:27:15+01:00",
          "statistics": {
            "recent_growth": 100
          },
          "updated_at": "2025-05-14T18:27:15+01:00",
          "policy_number": "AVI-4837",
          "is_main_account": false,
          "active_portfolio": "App\\Http\\Resources\\Plans\\PortfolioResource",
          "latest_valuation": "App\\Http\\Resources\\Plans\\ValuationResource"
        }
      ],
      "under_advice": true,
      "abstract_type": "asset",
      "custom_fields": [
        {
          "name": "Favourite Drink",
          "type": "string",
          "uuid": "62fde112-9c51-4b28-b6f2-1638333cddab",
          "value": "Coffee",
          "help_text": "This is the client's favourite drink.",
          "reference": "favourite_drink",
          "created_at": "2025-05-14T18:27:15+01:00",
          "updated_at": "2025-05-14T18:27:15+01:00",
          "is_required": false,
          "selection_options": [
            "Coffee",
            "Tea",
            "Water"
          ]
        }
      ],
      "is_wrap_child": false,
      "linked_owners": [
        {
          "firm": "App\\Http\\Resources\\FirmResource",
          "name": "Gareth Thompson",
          "role": "client",
          "tags": "App\\Http\\Resources\\TagResource",
          "type": "client",
          "uuid": "9842a474-47a0-4f6e-b6cd-630ca266be24",
          "email": "gareth@codepotato.co.uk",
          "groups": "App\\Http\\Resources\\GroupResource",
          "owners": "App\\Http\\Resources\\AccountResource",
          "last_name": "Thompson",
          "created_at": "2025-05-14T18:27:15+01:00",
          "first_name": "Gareth",
          "updated_at": "2025-05-14T18:27:15+01:00",
          "with_login": true,
          "inactive_at": "2025-05-14",
          "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
          "introduced_by": "App\\Http\\Resources\\AccountResource",
          "primary_email": "App\\Http\\Resources\\ContactDetailResource",
          "can_be_deleted": "false",
          "assigned_adviser": "App\\Http\\Resources\\AccountResource",
          "next_review_date": "2025-05-14T18:27:15+01:00",
          "has_joint_account": true,
          "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
          "first_contact_date": "2025-05-14T18:27:15+01:00",
          "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
          "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
          "joint_account_circle": "App\\Http\\Resources\\CircleResource",
          "ownership_percentage": 100,
          "previous_review_date": "2025-05-14T18:27:15+01:00",
          "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
          "assigned_administrator": "App\\Http\\Resources\\AccountResource",
          "anniversary_review_date": "2025-05-14T18:27:15+01:00"
        }
      ],
      "policy_number": "AVIVA-123",
      "show_on_joint": true,
      "wrap_children": [
        {
          "name": "Johns ISA",
          "tags": "App\\Http\\Resources\\TagResource",
          "type": "cash_account",
          "uuid": "ff15f1f6-4481-4449-a689-5fa34709295e",
          "wrap": "App\\Http\\Resources\\Plans\\PlanResource",
          "cases": "App\\Http\\Resources\\CasesResource",
          "value": {
            "amount": {
              "example": "4000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            },
            "formatted": {
              "example": "£40.00",
              "description": "Money amount formatted with currency"
            }
          },
          "claims": "App\\Http\\Resources\\Plans\\ClaimResource",
          "client": "App\\Http\\Resources\\AccountResource",
          "covers": "App\\Http\\Resources\\Plans\\CoverResource",
          "seller": "App\\Http\\Resources\\AccountResource",
          "status": "inactive",
          "accounts": "App\\Http\\Resources\\AccountResource",
          "on_panel": true,
          "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
          "sub_type": "lifetime isa",
          "opened_at": "2025-05-14T18:27:15+01:00",
          "valued_at": "2025-05-14T18:27:15+01:00",
          "created_at": "2025-05-14T18:27:15+01:00",
          "statistics": {
            "recent_growth": 100
          },
          "updated_at": "2025-05-14T18:27:15+01:00",
          "advice_area": "non_investment_insurance",
          "inactive_at": "2025-05-14T18:27:15+01:00",
          "review_date": "2024-05-14",
          "linked_plans": "App\\Http\\Resources\\Plans\\PlanResource",
          "main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
          "sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
          "under_advice": true,
          "abstract_type": "asset",
          "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
          "is_wrap_child": false,
          "linked_owners": "App\\Http\\Resources\\AccountResource",
          "policy_number": "AVIVA-123",
          "show_on_joint": true,
          "wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
          "can_be_deleted": "false",
          "total_benefits": {
            "critical_illness": {
              "amount": {
                "example": "15000000",
                "description": "Money amount at their lowest denominator (for example: pennies)"
              },
              "currency": {
                "example": "GBP",
                "description": "Currency of the money"
              },
              "formatted": {
                "example": "£150,000.00",
                "description": "Money amount formatted with currency"
              }
            },
            "family_income_benefit": {
              "amount": {
                "example": "10000000",
                "description": "Money amount at their lowest denominator (for example: pennies)"
              },
              "currency": {
                "example": "GBP",
                "description": "Currency of the money"
              },
              "formatted": {
                "example": "£100,000.00",
                "description": "Money amount formatted with currency"
              }
            }
          },
          "inactive_reason": "claimed",
          "is_group_scheme": false,
          "is_wrap_product": false,
          "latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
          "original_valued_at": "2025-05-13T18:27:15+01:00",
          "proposal_reference": "AB123456",
          "agency_in_your_name": true,
          "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
          "is_sub_group_scheme": false,
          "total_benefit_amount": {
            "amount": {
              "example": "25000000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            },
            "formatted": {
              "example": "£250,000.00",
              "description": "Money amount formatted with currency"
            }
          },
          "is_group_scheme_member": false,
          "originally_sold_by_firm": true,
          "agency_in_your_name_from": "2024-05-14",
          "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
          "visible_on_client_portal": true,
          "include_in_client_valuation": true
        }
      ],
      "can_be_deleted": "false",
      "total_benefits": {
        "critical_illness": {
          "amount": {
            "example": "15000000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          },
          "formatted": {
            "example": "£150,000.00",
            "description": "Money amount formatted with currency"
          }
        },
        "family_income_benefit": {
          "amount": {
            "example": "10000000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          },
          "formatted": {
            "example": "£100,000.00",
            "description": "Money amount formatted with currency"
          }
        }
      },
      "inactive_reason": "claimed",
      "is_group_scheme": false,
      "is_wrap_product": false,
      "latest_valuations": [
        {
          "uuid": "26a7ca39-0011-413f-a65d-8a1ab61ac789",
          "value": {
            "amount": {
              "example": "4000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            },
            "formatted": {
              "example": "£40.00",
              "description": "Money amount formatted with currency"
            }
          },
          "valued_at": "2025-05-14T18:27:15+01:00",
          "created_at": "2025-05-14T18:27:15+01:00",
          "updated_at": "2025-05-14T18:27:15+01:00",
          "sub_account": "App\\Http\\Resources\\Plans\\SubAccountResource"
        }
      ],
      "original_valued_at": "2025-05-13T18:27:15+01:00",
      "proposal_reference": "AB123456",
      "agency_in_your_name": true,
      "external_references": [
        {
          "uuid": "870fcb9a-ad60-443a-a1ba-ed5bb90ddaae",
          "reference": "AB123456",
          "created_at": "2025-05-14T18:27:15+01:00",
          "updated_at": "2025-05-14T18:27:15+01:00",
          "third_party": "nucleus"
        }
      ],
      "is_sub_group_scheme": false,
      "total_benefit_amount": {
        "amount": {
          "example": "25000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        },
        "formatted": {
          "example": "£250,000.00",
          "description": "Money amount formatted with currency"
        }
      },
      "is_group_scheme_member": true,
      "originally_sold_by_firm": true,
      "agency_in_your_name_from": "2024-05-14",
      "contract_enquiry_account": {
        "firm": "App\\Http\\Resources\\FirmResource",
        "name": "Gareth Thompson",
        "role": "client",
        "tags": "App\\Http\\Resources\\TagResource",
        "type": "client",
        "uuid": "df916475-f214-4895-8ffe-2e828f5865a1",
        "email": "gareth@codepotato.co.uk",
        "groups": "App\\Http\\Resources\\GroupResource",
        "owners": "App\\Http\\Resources\\AccountResource",
        "last_name": "Thompson",
        "created_at": "2025-05-14T18:27:15+01:00",
        "first_name": "Gareth",
        "updated_at": "2025-05-14T18:27:15+01:00",
        "with_login": true,
        "inactive_at": "2025-05-14",
        "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
        "introduced_by": "App\\Http\\Resources\\AccountResource",
        "primary_email": "App\\Http\\Resources\\ContactDetailResource",
        "can_be_deleted": "false",
        "assigned_adviser": "App\\Http\\Resources\\AccountResource",
        "next_review_date": "2025-05-14T18:27:15+01:00",
        "has_joint_account": true,
        "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
        "first_contact_date": "2025-05-14T18:27:15+01:00",
        "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
        "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
        "joint_account_circle": "App\\Http\\Resources\\CircleResource",
        "ownership_percentage": 100,
        "previous_review_date": "2025-05-14T18:27:15+01:00",
        "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
        "assigned_administrator": "App\\Http\\Resources\\AccountResource",
        "anniversary_review_date": "2025-05-14T18:27:15+01:00"
      },
      "visible_on_client_portal": true,
      "group_scheme_member_detail": {
        "workplace_location": "London",
        "employment_division": "Management"
      },
      "include_in_client_valuation": true
    }
  ]
}