Get all plans
This endpoint will return all plans in the firm relevant to the user accessing them.
Query parameters
-
Date in format Y-m-d to get the plan's value at the date. Defaults to current date if not provided.
-
When authenticated as a client, you can opt to include other plans belonging to members of circles the authenticated client is a member of as long as they have the correct circle circle login access level to do so.
-
Comma separated list of relationships to include in the response. Valid relationships are [cases, tags, sub_accounts, wrap, wrap_children, wrap_children.provider, external_references, active_adviser, seller, linked_owners, group_scheme, sub_group_scheme, custom_fields].
-
Filter by a comma separated list of UUIDs.
-
Comma separated list of abstract types. Valid abstract types are [asset, liability, protection]
-
Comma separated list of types. Valid abstract types are [cash_account, investment, protection_policy, pension, annuity, general_insurance, group_protection, mortgage, loan_credit, fixed_asset]
-
Comma separated list of sub types.
-
Comma separated list of plan names to search against, can include partial matches.
-
Comma separated list of client UUIDs to search against.
-
Comma separated list of accounts UUIDs that are all the owners of a plan.
-
Comma separated list of circle UUIDs to search against.
-
Comma separated list of policy numbers to search against, can include partial matches.
-
Comma separated list of provider provider UUIDs to search against.
-
Comma separated string of statuses to filter by. Valid statuses are [active, proposed, inactive]
-
Comma separated list of adviser UUIDs of who sold the plan to search against.
-
Comma separated list of adviser UUIDs of who is actively managing the plan to search against.
-
Comma separated list of case UUIDs
-
Amount in pennies to filter where latest valuation is greater than.
-
Amount in pennies to filter where latest valuation is less than.
-
Filter by a plan custom field. Example filter[custom_field:cryptocurrencies]=bitcoin
-
filter the plans by if they are a wrap product
-
Used to hide the wrap children from the primary list of plans.
-
Field to sort by. Valid fields are [created_at, updated_at, name, type, value]. Negative sign to denote DESC. Defaults to 'name'.
-
Number of results to return with pagination (Default 15. Max 500).
curl \
--request GET 'https://api.plannrcrm.com/api/v2/plans' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
{
"data": [
{
"name": "Johns ISA",
"tags": [
{
"name": "Mortgage",
"slug": "mortgage",
"uuid": "e08900c6-080c-4602-9835-25ee8c797567",
"colour": "#ef4582",
"created_at": "2025-09-30T12:18:44+01:00",
"updated_at": "2025-09-30T12:18:44+01:00"
}
],
"type": "cash_account",
"uuid": "a93cf628-41a3-40d8-aeeb-021f95f258d1",
"wrap": {
"name": "Johns ISA",
"tags": "App\\Http\\Resources\\TagResource",
"type": "cash_account",
"uuid": "99306ec6-931b-40ff-871c-6430b39ca18e",
"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": "2025-09-30T12:18:44+01:00",
"valued_at": "2025-09-30T12:18:44+01:00",
"created_at": "2025-09-30T12:18:44+01:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2025-09-30T12:18:44+01:00",
"advice_area": "non_investment_insurance",
"inactive_at": "2025-09-30T12:18:44+01:00",
"review_date": "2024-09-30",
"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": "2025-09-29T12:18:44+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": "2024-09-30",
"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": "fc76e885-ca7d-4ab4-88bc-8b444653a225",
"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": "2025-09-30T12:18:44+01:00",
"created_at": "2025-09-30T12:18:44+01:00",
"updated_at": "2025-09-30T12:18:44+01:00",
"group_uuids": [
"e5d83aa0-93f6-4c20-8670-584ae3f29bda"
],
"completed_at": "2025-09-30T12:18:44+01:00",
"participants": "App\\Http\\Resources\\AccountResource",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"status_position": 4,
"task_board_uuid": "296a36a0-d4bb-4235-9144-939e333f354d",
"assigned_to_uuids": [
"0f9ef0ed-8ba8-4151-bd67-6e27614125dd"
],
"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": "fadfe615-3187-40de-8a12-4eab22d2c580",
"client": "App\\Http\\Resources\\AccountResource",
"created_at": "2025-09-30T12:18:44+01:00",
"updated_at": "2025-09-30T12:18:44+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": "2030-09-30",
"claim_start_date": "2024-09-30"
}
],
"client": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "214b761d-e871-4efa-8f22-c761155cfa69",
"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": "2025-09-30T12:18:44+01:00",
"first_name": "Gareth",
"updated_at": "2025-09-30T12:18:44+01:00",
"with_login": true,
"inactive_at": "2025-09-30",
"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": "2025-09-30T12:18:44+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-09-30T12:18:44+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": "2025-09-30T12:18:44+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-09-30T12:18:44+01:00"
},
"covers": [
{
"uuid": "5ca57f68-a0b2-4b5a-b02c-42ba83cfb142",
"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": "2025-09-30T12:18:44+01:00",
"indexation": 1.4,
"updated_at": "2025-09-30T12:18:44+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": "f7c82cfd-c61c-489d-9cb3-bf1cbc926b85",
"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": "2025-09-30T12:18:44+01:00",
"first_name": "Gareth",
"updated_at": "2025-09-30T12:18:44+01:00",
"with_login": true,
"inactive_at": "2025-09-30",
"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": "2025-09-30T12:18:44+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-09-30T12:18:44+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": "2025-09-30T12:18:44+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-09-30T12:18:44+01:00"
},
"status": "inactive",
"accounts": [
{
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "5d88ce09-3886-4fc1-865d-30498549ac0c",
"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": "2025-09-30T12:18:44+01:00",
"first_name": "Gareth",
"updated_at": "2025-09-30T12:18:44+01:00",
"with_login": true,
"inactive_at": "2025-09-30",
"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": "2025-09-30T12:18:44+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-09-30T12:18:44+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": "2025-09-30T12:18:44+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-09-30T12:18:44+01:00"
}
],
"on_panel": true,
"provider": {
"name": "AJ Bell",
"slug": "aj-bell",
"uuid": "e53e183f-483a-4ce2-ac08-534c637d6a59",
"created_at": "2025-09-30T12:18:44+01:00",
"updated_at": "2025-09-30T12:18:44+01:00"
},
"sub_type": "lifetime isa",
"opened_at": "2025-09-30T12:18:44+01:00",
"valued_at": "2025-09-30T12:18:44+01:00",
"created_at": "2025-09-30T12:18:44+01:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2025-09-30T12:18:44+01:00",
"advice_area": "non_investment_insurance",
"inactive_at": "2025-09-30T12:18:44+01:00",
"review_date": "2024-09-30",
"linked_plans": [
{
"name": "Johns ISA",
"tags": "App\\Http\\Resources\\TagResource",
"type": "cash_account",
"uuid": "f64b0f04-4bc3-4a10-b09c-475f87b68da8",
"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": "2025-09-30T12:18:44+01:00",
"valued_at": "2025-09-30T12:18:44+01:00",
"created_at": "2025-09-30T12:18:44+01:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2025-09-30T12:18:44+01:00",
"advice_area": "non_investment_insurance",
"inactive_at": "2025-09-30T12:18:44+01:00",
"review_date": "2024-09-30",
"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": "2025-09-29T12:18:44+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": "2024-09-30",
"contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
"visible_on_client_portal": true,
"include_in_client_valuation": true
}
],
"main_account": {
"name": "John's ISA",
"uuid": "393a1cb1-af20-4338-978a-e25723b21212",
"created_at": "2025-09-30T12:18:44+01:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2025-09-30T12:18:44+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": "3a011b48-9ec1-475d-b1fb-95d67cf46ff2",
"created_at": "2025-09-30T12:18:44+01:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2025-09-30T12:18:44+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": "ffb605db-2ca9-4cdc-8161-3e15c1b43346",
"value": "Coffee",
"help_text": "This is the client's favourite drink.",
"reference": "favourite_drink",
"created_at": "2025-09-30T12:18:44+01:00",
"updated_at": "2025-09-30T12:18:44+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": "04497604-5b53-40c1-a64f-530dd7372274",
"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": "2025-09-30T12:18:44+01:00",
"first_name": "Gareth",
"updated_at": "2025-09-30T12:18:44+01:00",
"with_login": true,
"inactive_at": "2025-09-30",
"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": "2025-09-30T12:18:44+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-09-30T12:18:44+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": "2025-09-30T12:18:44+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-09-30T12:18:44+01:00"
}
],
"policy_number": "AVIVA-123",
"show_on_joint": true,
"wrap_children": [
{
"name": "Johns ISA",
"tags": "App\\Http\\Resources\\TagResource",
"type": "cash_account",
"uuid": "c6c556c9-1c51-4ac7-aef9-d017c9b42831",
"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": "2025-09-30T12:18:44+01:00",
"valued_at": "2025-09-30T12:18:44+01:00",
"created_at": "2025-09-30T12:18:44+01:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2025-09-30T12:18:44+01:00",
"advice_area": "non_investment_insurance",
"inactive_at": "2025-09-30T12:18:44+01:00",
"review_date": "2024-09-30",
"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": "2025-09-29T12:18:44+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": "2024-09-30",
"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": "78e1b345-f9d1-473d-bbd2-5765460c2171",
"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": "2025-09-30T12:18:44+01:00",
"created_at": "2025-09-30T12:18:44+01:00",
"updated_at": "2025-09-30T12:18:44+01:00",
"sub_account": "App\\Http\\Resources\\Plans\\SubAccountResource"
}
],
"original_valued_at": "2025-09-29T12:18:44+01:00",
"proposal_reference": "AB123456",
"agency_in_your_name": true,
"external_references": [
{
"uuid": "450a5b99-e319-4d5a-aa39-1b2c6dbb33a4",
"reference": "AB123456",
"created_at": "2025-09-30T12:18:44+01:00",
"updated_at": "2025-09-30T12:18:44+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": false,
"originally_sold_by_firm": true,
"agency_in_your_name_from": "2024-09-30",
"contract_enquiry_account": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "2fa9e5da-872b-4e05-9c37-4ec1d5e4e168",
"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": "2025-09-30T12:18:44+01:00",
"first_name": "Gareth",
"updated_at": "2025-09-30T12:18:44+01:00",
"with_login": true,
"inactive_at": "2025-09-30",
"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": "2025-09-30T12:18:44+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-09-30T12:18:44+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": "2025-09-30T12:18:44+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-09-30T12:18:44+01:00"
},
"visible_on_client_portal": true,
"include_in_client_valuation": true
}
]
}