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": "0f9bda7d-ea03-4a69-a1cd-911d0a659da1",
"colour": "#ef4582",
"created_at": "2025-09-09T12:05:49+01:00",
"updated_at": "2025-09-09T12:05:49+01:00"
}
],
"type": "cash_account",
"uuid": "03bc1cc1-5b56-4c8f-97a6-5b0c98987edd",
"wrap": {
"name": "Johns ISA",
"tags": "App\\Http\\Resources\\TagResource",
"type": "cash_account",
"uuid": "f0ab6b4f-2a91-4437-8f2e-696b4618e353",
"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": "2025-09-09T12:05:49+01:00",
"valued_at": "2025-09-09T12:05:49+01:00",
"created_at": "2025-09-09T12:05:49+01:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2025-09-09T12:05:49+01:00",
"advice_area": "non_investment_insurance",
"inactive_at": "2025-09-09T12:05:49+01:00",
"review_date": "2024-09-09",
"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": "2025-09-08T12:05:49+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": "2024-09-09",
"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": "2b53888d-3c0d-4fb0-ab06-db04409e15ce",
"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": "2025-09-09T12:05:49+01:00",
"created_at": "2025-09-09T12:05:49+01:00",
"updated_at": "2025-09-09T12:05:49+01:00",
"group_uuids": [
"6c49363d-efbc-4931-aa07-b97b9cb09875"
],
"completed_at": "2025-09-09T12:05:49+01:00",
"participants": "App\\Http\\Resources\\AccountResource",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"status_position": 4,
"task_board_uuid": "9577beed-c812-4f65-8728-7d74ddfeb737",
"assigned_to_uuids": [
"7a6fa002-2092-4481-a2be-2bad587c5d03"
],
"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": "5db0d062-4ac0-4f29-90c9-2dd56e84ba92",
"client": "App\\Http\\Resources\\AccountResource",
"created_at": "2025-09-09T12:05:49+01:00",
"updated_at": "2025-09-09T12:05:49+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": "2030-09-09",
"claim_start_date": "2024-09-09"
}
],
"client": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "2904a3dc-6eef-44e7-acab-fc6f83f21010",
"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": "2025-09-09T12:05:49+01:00",
"first_name": "Gareth",
"updated_at": "2025-09-09T12:05:49+01:00",
"with_login": true,
"inactive_at": "2025-09-09",
"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": "2025-09-09T12:05:49+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-09-09T12:05:49+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": "2025-09-09T12:05:49+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-09-09T12:05:49+01:00"
},
"covers": [
{
"uuid": "267f8b8a-e588-45b4-b2b9-4a1a1cca2402",
"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": "2025-09-09T12:05:49+01:00",
"indexation": 1.4,
"updated_at": "2025-09-09T12:05:49+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": "1e0aed23-3e53-4b23-b122-be8f6a08df0f",
"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": "2025-09-09T12:05:49+01:00",
"first_name": "Gareth",
"updated_at": "2025-09-09T12:05:49+01:00",
"with_login": true,
"inactive_at": "2025-09-09",
"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": "2025-09-09T12:05:49+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-09-09T12:05:49+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": "2025-09-09T12:05:49+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-09-09T12:05:49+01:00"
},
"status": "inactive",
"accounts": [
{
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "3c78902e-ea64-485f-aa6e-2ebf3ec96c78",
"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": "2025-09-09T12:05:49+01:00",
"first_name": "Gareth",
"updated_at": "2025-09-09T12:05:49+01:00",
"with_login": true,
"inactive_at": "2025-09-09",
"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": "2025-09-09T12:05:49+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-09-09T12:05:49+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": "2025-09-09T12:05:49+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-09-09T12:05:49+01:00"
}
],
"on_panel": true,
"provider": {
"name": "AJ Bell",
"slug": "aj-bell",
"uuid": "5b0ea62b-af1c-4c17-a789-a8cc93700fdc",
"created_at": "2025-09-09T12:05:49+01:00",
"updated_at": "2025-09-09T12:05:49+01:00"
},
"sub_type": "lifetime isa",
"opened_at": "2025-09-09T12:05:49+01:00",
"valued_at": "2025-09-09T12:05:49+01:00",
"created_at": "2025-09-09T12:05:49+01:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2025-09-09T12:05:49+01:00",
"advice_area": "non_investment_insurance",
"inactive_at": "2025-09-09T12:05:49+01:00",
"review_date": "2024-09-09",
"linked_plans": [
{
"name": "Johns ISA",
"tags": "App\\Http\\Resources\\TagResource",
"type": "cash_account",
"uuid": "1103ba41-0cab-48c0-aac7-30cf5887ab74",
"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": "2025-09-09T12:05:49+01:00",
"valued_at": "2025-09-09T12:05:49+01:00",
"created_at": "2025-09-09T12:05:49+01:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2025-09-09T12:05:49+01:00",
"advice_area": "non_investment_insurance",
"inactive_at": "2025-09-09T12:05:49+01:00",
"review_date": "2024-09-09",
"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": "2025-09-08T12:05:49+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": "2024-09-09",
"contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
"visible_on_client_portal": true,
"include_in_client_valuation": true
}
],
"main_account": {
"name": "John's ISA",
"uuid": "1144d948-f50b-4895-a2c3-e9cfa8a2e71d",
"created_at": "2025-09-09T12:05:49+01:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2025-09-09T12:05:49+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": "12451bbe-fd18-4973-8811-9e8d51ba8a5d",
"created_at": "2025-09-09T12:05:49+01:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2025-09-09T12:05:49+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": "00718d0b-70ee-4189-8618-5ee3928a8bf2",
"value": "Coffee",
"help_text": "This is the client's favourite drink.",
"reference": "favourite_drink",
"created_at": "2025-09-09T12:05:49+01:00",
"updated_at": "2025-09-09T12:05:49+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": "87062277-4056-43b9-a3f8-0bf72c0577e1",
"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": "2025-09-09T12:05:49+01:00",
"first_name": "Gareth",
"updated_at": "2025-09-09T12:05:49+01:00",
"with_login": true,
"inactive_at": "2025-09-09",
"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": "2025-09-09T12:05:49+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-09-09T12:05:49+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": "2025-09-09T12:05:49+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-09-09T12:05:49+01:00"
}
],
"policy_number": "AVIVA-123",
"show_on_joint": true,
"wrap_children": [
{
"name": "Johns ISA",
"tags": "App\\Http\\Resources\\TagResource",
"type": "cash_account",
"uuid": "1adbee0b-d076-452e-a85c-d5a6e53b37a2",
"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": "2025-09-09T12:05:49+01:00",
"valued_at": "2025-09-09T12:05:49+01:00",
"created_at": "2025-09-09T12:05:49+01:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2025-09-09T12:05:49+01:00",
"advice_area": "non_investment_insurance",
"inactive_at": "2025-09-09T12:05:49+01:00",
"review_date": "2024-09-09",
"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": "2025-09-08T12:05:49+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": "2024-09-09",
"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": "58f125fa-77c4-4777-a349-71f45908102e",
"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": "2025-09-09T12:05:49+01:00",
"created_at": "2025-09-09T12:05:49+01:00",
"updated_at": "2025-09-09T12:05:49+01:00",
"sub_account": "App\\Http\\Resources\\Plans\\SubAccountResource"
}
],
"original_valued_at": "2025-09-08T12:05:49+01:00",
"proposal_reference": "AB123456",
"agency_in_your_name": true,
"external_references": [
{
"uuid": "1c3abf47-8aae-4e8e-b071-3e20c3eda7ea",
"reference": "AB123456",
"created_at": "2025-09-09T12:05:49+01:00",
"updated_at": "2025-09-09T12:05:49+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": "2024-09-09",
"contract_enquiry_account": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "2d469d3d-372b-4c0c-82ca-5ac01b7fffc3",
"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": "2025-09-09T12:05:49+01:00",
"first_name": "Gareth",
"updated_at": "2025-09-09T12:05:49+01:00",
"with_login": true,
"inactive_at": "2025-09-09",
"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": "2025-09-09T12:05:49+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-09-09T12:05:49+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": "2025-09-09T12:05:49+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-09-09T12:05:49+01:00"
},
"visible_on_client_portal": true,
"include_in_client_valuation": true
}
]
}