Get all sub schemes for a group scheme Run in API Explorer
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Query parameters
-
Filter by a comma separated list of UUIDs.
-
Filter members by name. This is a partial match against first_name, last_name, and entity_name together.
-
Filter members by their status. Options: active, inactive, proposed
-
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
-
Field to sort by. Valid fields are [created_at, updated_at, premium, status]. Negative sign to denote DESC. Defaults to '-created_at'.
-
Number of results to return with pagination (Default 15. Max 500).
GET
/api/v1/plans/{plan_uuid}/sub-group-schemes
curl \
--request GET 'https://api.plannrcrm.com/api/v1/plans/6ff8f7f6-1eb3-3525-be4a-3932c805afed/sub-group-schemes' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200)
{
"data": [
{
"name": "Johns ISA",
"tags": [
{
"name": "Mortgage",
"slug": "mortgage",
"uuid": "efa090ea-a88d-4e25-81d0-92f563ef3bb6",
"colour": "#ef4582",
"created_at": "2026-03-18T16:05:26+00:00",
"updated_at": "2026-03-18T16:05:26+00:00"
}
],
"type": "cash_account",
"uuid": "0a44db09-416d-4f11-94a6-582f98a1d9ea",
"wrap": {
"name": "Johns ISA",
"tags": "App\\Http\\Resources\\TagResource",
"type": "cash_account",
"uuid": "03236b9a-989b-4c74-9978-f0d661523dbd",
"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": "2026-03-18T16:05:26+00:00",
"valued_at": "2026-03-18T16:05:26+00:00",
"created_at": "2026-03-18T16:05:26+00:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2026-03-18T16:05:26+00:00",
"advice_area": "non_investment_insurance",
"inactive_at": "2026-03-18T16:05:26+00:00",
"review_date": "2025-03-18",
"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,
"shown_on_circles": true,
"latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
"original_valued_at": "2026-03-17T16:05:26+00:00",
"proposal_reference": "AB123456",
"visible_to_circles": "App\\Http\\Resources\\CircleResource",
"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"
}
},
"linked_policy_numbers": "App\\Http\\Resources\\Plans\\LinkedPolicyNumberResource",
"is_group_scheme_member": false,
"originally_sold_by_firm": true,
"agency_in_your_name_from": "2025-03-18",
"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": "efb920ba-692d-4635-a4db-4656e0f5e28c",
"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": "2026-03-18T16:05:26+00:00",
"created_at": "2026-03-18T16:05:26+00:00",
"updated_at": "2026-03-18T16:05:26+00:00",
"group_uuids": [
"bca7a6a3-97ab-4b97-92a7-cbe358b85a3f"
],
"completed_at": "2026-03-18T16:05:26+00:00",
"participants": "App\\Http\\Resources\\AccountResource",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"status_position": 4,
"task_board_uuid": "d1446ee0-b7ac-4300-8018-b7b66c3d646f",
"assigned_to_uuids": [
"811aa3ee-2ab9-4760-b905-98a16c2cca62"
],
"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": "69e7991e-482b-4c5d-80f0-1381bff87594",
"client": "App\\Http\\Resources\\AccountResource",
"created_at": "2026-03-18T16:05:26+00:00",
"updated_at": "2026-03-18T16:05:26+00:00",
"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": "2031-03-18",
"claim_start_date": "2025-03-18"
}
],
"client": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "dcd5d39b-df8e-4171-8707-450af4086cd0",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"circles": "App\\Http\\Resources\\CircleResource",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
"created_at": "2026-03-18T16:05:26+00:00",
"first_name": "Gareth",
"updated_at": "2026-03-18T16:05:26+00:00",
"with_login": true,
"inactive_at": "2026-03-18",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"referral_code": "ABC12345",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2026-03-18T16:05:26+00:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2026-03-18T16:05:26+00:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"last_interaction_at": "2026-03-18 16:05:26",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"joint_account_circle": "App\\Http\\Resources\\CircleResource",
"ownership_percentage": 100,
"previous_review_date": "2026-03-18T16:05:26+00:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2026-03-18T16:05:26+00:00"
},
"covers": [
{
"uuid": "246dd41c-9f06-43b8-8832-02783969a8c9",
"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": "2026-03-18T16:05:26+00:00",
"indexation": 1.4,
"updated_at": "2026-03-18T16:05:26+00:00",
"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": "1f68516f-151c-482c-8afb-f8d26ad2cf2a",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"circles": "App\\Http\\Resources\\CircleResource",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
"created_at": "2026-03-18T16:05:26+00:00",
"first_name": "Gareth",
"updated_at": "2026-03-18T16:05:26+00:00",
"with_login": true,
"inactive_at": "2026-03-18",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"referral_code": "ABC12345",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2026-03-18T16:05:26+00:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2026-03-18T16:05:26+00:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"last_interaction_at": "2026-03-18 16:05:26",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"joint_account_circle": "App\\Http\\Resources\\CircleResource",
"ownership_percentage": 100,
"previous_review_date": "2026-03-18T16:05:26+00:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2026-03-18T16:05:26+00:00"
},
"status": "inactive",
"accounts": [
{
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "9ca34f75-a424-42c0-a7d4-d2464cfbef9a",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"circles": "App\\Http\\Resources\\CircleResource",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
"created_at": "2026-03-18T16:05:26+00:00",
"first_name": "Gareth",
"updated_at": "2026-03-18T16:05:26+00:00",
"with_login": true,
"inactive_at": "2026-03-18",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"referral_code": "ABC12345",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2026-03-18T16:05:26+00:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2026-03-18T16:05:26+00:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"last_interaction_at": "2026-03-18 16:05:26",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"joint_account_circle": "App\\Http\\Resources\\CircleResource",
"ownership_percentage": 100,
"previous_review_date": "2026-03-18T16:05:26+00:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2026-03-18T16:05:26+00:00"
}
],
"on_panel": true,
"provider": {
"name": "AJ Bell",
"slug": "aj-bell",
"uuid": "df92627b-d73e-4aca-8353-e0bcd1eb552f",
"created_at": "2026-03-18T16:05:26+00:00",
"updated_at": "2026-03-18T16:05:26+00:00"
},
"sub_type": "lifetime isa",
"opened_at": "2026-03-18T16:05:26+00:00",
"valued_at": "2026-03-18T16:05:26+00:00",
"created_at": "2026-03-18T16:05:26+00:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2026-03-18T16:05:26+00:00",
"advice_area": "non_investment_insurance",
"inactive_at": "2026-03-18T16:05:26+00:00",
"review_date": "2025-03-18",
"group_scheme": {
"name": "Johns ISA",
"tags": "App\\Http\\Resources\\TagResource",
"type": "cash_account",
"uuid": "6b9b2652-69cb-4ad8-a221-dd66686d1565",
"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": "2026-03-18T16:05:26+00:00",
"valued_at": "2026-03-18T16:05:26+00:00",
"created_at": "2026-03-18T16:05:26+00:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2026-03-18T16:05:26+00:00",
"advice_area": "non_investment_insurance",
"inactive_at": "2026-03-18T16:05:26+00:00",
"review_date": "2025-03-18",
"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,
"shown_on_circles": true,
"latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
"original_valued_at": "2026-03-17T16:05:26+00:00",
"proposal_reference": "AB123456",
"visible_to_circles": "App\\Http\\Resources\\CircleResource",
"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"
}
},
"linked_policy_numbers": "App\\Http\\Resources\\Plans\\LinkedPolicyNumberResource",
"is_group_scheme_member": true,
"originally_sold_by_firm": true,
"agency_in_your_name_from": "2025-03-18",
"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": "86b23e92-198b-4c88-b56f-847a9583b60f",
"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": "2026-03-18T16:05:26+00:00",
"valued_at": "2026-03-18T16:05:26+00:00",
"created_at": "2026-03-18T16:05:26+00:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2026-03-18T16:05:26+00:00",
"advice_area": "non_investment_insurance",
"inactive_at": "2026-03-18T16:05:26+00:00",
"review_date": "2025-03-18",
"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,
"shown_on_circles": true,
"latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
"original_valued_at": "2026-03-17T16:05:26+00:00",
"proposal_reference": "AB123456",
"visible_to_circles": "App\\Http\\Resources\\CircleResource",
"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"
}
},
"linked_policy_numbers": "App\\Http\\Resources\\Plans\\LinkedPolicyNumberResource",
"is_group_scheme_member": true,
"originally_sold_by_firm": true,
"agency_in_your_name_from": "2025-03-18",
"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": "040369c0-ad8c-43ae-bec5-8a51870bb235",
"created_at": "2026-03-18T16:05:26+00:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2026-03-18T16:05:26+00:00",
"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": "33923c5b-3bff-4b2f-8956-262b89745d0e",
"created_at": "2026-03-18T16:05:26+00:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2026-03-18T16:05:26+00:00",
"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": "912d9f31-b589-4a38-b8b6-8036bf562cbf",
"value": "Coffee",
"help_text": "This is the client's favourite drink.",
"reference": "favourite_drink",
"created_at": "2026-03-18T16:05:26+00:00",
"updated_at": "2026-03-18T16:05:26+00:00",
"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": "58db967c-be1f-49b8-9bc9-fc61d3db6fc4",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"circles": "App\\Http\\Resources\\CircleResource",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
"created_at": "2026-03-18T16:05:26+00:00",
"first_name": "Gareth",
"updated_at": "2026-03-18T16:05:26+00:00",
"with_login": true,
"inactive_at": "2026-03-18",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"referral_code": "ABC12345",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2026-03-18T16:05:26+00:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2026-03-18T16:05:26+00:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"last_interaction_at": "2026-03-18 16:05:26",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"joint_account_circle": "App\\Http\\Resources\\CircleResource",
"ownership_percentage": 100,
"previous_review_date": "2026-03-18T16:05:26+00:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2026-03-18T16:05:26+00:00"
}
],
"policy_number": "AVIVA-123",
"show_on_joint": true,
"wrap_children": [
{
"name": "Johns ISA",
"tags": "App\\Http\\Resources\\TagResource",
"type": "cash_account",
"uuid": "68172761-794f-40f5-a793-66c9417139dc",
"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": "2026-03-18T16:05:26+00:00",
"valued_at": "2026-03-18T16:05:26+00:00",
"created_at": "2026-03-18T16:05:26+00:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2026-03-18T16:05:26+00:00",
"advice_area": "non_investment_insurance",
"inactive_at": "2026-03-18T16:05:26+00:00",
"review_date": "2025-03-18",
"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,
"shown_on_circles": true,
"latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
"original_valued_at": "2026-03-17T16:05:26+00:00",
"proposal_reference": "AB123456",
"visible_to_circles": "App\\Http\\Resources\\CircleResource",
"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"
}
},
"linked_policy_numbers": "App\\Http\\Resources\\Plans\\LinkedPolicyNumberResource",
"is_group_scheme_member": false,
"originally_sold_by_firm": true,
"agency_in_your_name_from": "2025-03-18",
"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,
"shown_on_circles": true,
"latest_valuations": [
{
"uuid": "f91e51a4-5a40-4943-8e7c-29ae7dccd5bf",
"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": "2026-03-18T16:05:26+00:00",
"created_at": "2026-03-18T16:05:26+00:00",
"updated_at": "2026-03-18T16:05:26+00:00",
"sub_account": "App\\Http\\Resources\\Plans\\SubAccountResource"
}
],
"original_valued_at": "2026-03-17T16:05:26+00:00",
"proposal_reference": "AB123456",
"visible_to_circles": {
"name": "Jones Family",
"uuid": "ad7d7eb5-7260-40b7-a51c-c78faddc2261",
"groups": "App\\Http\\Resources\\GroupResource",
"accounts": "App\\Http\\Resources\\AccountResource",
"bg_colour": "#35f4e1",
"photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
"created_at": "2026-03-18T16:05:26+00:00",
"updated_at": "2026-03-18T16:05:26+00:00",
"joint_account_uuid": "3c8416b4-3e5a-4729-94e9-63a129e06e31",
"login_access_level": "write",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource"
},
"agency_in_your_name": true,
"external_references": [
{
"uuid": "da3ebc55-b107-489e-873a-de457a110906",
"reference": "AB123456",
"created_at": "2026-03-18T16:05:26+00:00",
"updated_at": "2026-03-18T16:05:26+00:00",
"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"
}
},
"linked_policy_numbers": [
{
"plan": "App\\Http\\Resources\\Plans\\PlanResource",
"uuid": "3f0e7fd6-ed6e-4b72-b022-24e64103b82f",
"created_at": "2026-03-18T16:05:26+00:00",
"updated_at": "2026-03-18T16:05:26+00:00",
"linked_policy_number": "ABC123-X"
}
],
"is_group_scheme_member": true,
"originally_sold_by_firm": true,
"agency_in_your_name_from": "2025-03-18",
"contract_enquiry_account": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "b0c07567-03a4-4b81-bca0-a48ae6743293",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"circles": "App\\Http\\Resources\\CircleResource",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
"created_at": "2026-03-18T16:05:26+00:00",
"first_name": "Gareth",
"updated_at": "2026-03-18T16:05:26+00:00",
"with_login": true,
"inactive_at": "2026-03-18",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"referral_code": "ABC12345",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2026-03-18T16:05:26+00:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2026-03-18T16:05:26+00:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"last_interaction_at": "2026-03-18 16:05:26",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"joint_account_circle": "App\\Http\\Resources\\CircleResource",
"ownership_percentage": 100,
"previous_review_date": "2026-03-18T16:05:26+00:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2026-03-18T16:05:26+00:00"
},
"visible_on_client_portal": true,
"group_scheme_member_detail": {
"workplace_location": "London",
"employment_division": "Management"
},
"include_in_client_valuation": true
}
]
}