Body
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Descriptive name of the plan
Maximum length is
255. -
[DEPRECATED] Please use accounts instead. Account uuid linked with the plan
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Accounts that own this plan, along with their percentage ownership. Any percentages that have not be defined will be split equally against the remaining percentage.
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Plan sub type
Value Description cash_account Cash Account cash_deposit Cash Deposit isa_mini_cash ISA (Mini Cash) isa_tessa_only ISA (TESSA Only) lifetime_isa_cash Lifetime ISA (Cash) national_savings National Savings national_savings_child_bonus_bond National Savings (Child Bonus Bond) national_savings_fixed_interest_certificate National Savings (Fixed Interest Certificate) national_savings_guaranteed_equity_bond National Savings (Guaranteed Equity Bond) national_savings_income_bond National Savings (Income Bond) national_savings_index_linked_certificate National Savings (Index Linked Certificate) national_savings_national_savings_certificate National Savings (National Savings Certificate) national_savings_premium_bonds National Savings (Premium Bonds) cash_account_unknown Unknown aim_investment_tax_service AIM Investment Tax Service bes BES business_premises_renovation_allowance Business Premises Renovation Allowance child_trust_fund Child Trust Fund collective_investment_account Collective Investment Account commercial_property_purchase_scheme Commercial Property Purchase Scheme debenture Debenture discretionary_managed_service Discretionary Managed Service employee_benefit_trust Employee Benefit Trust enterprise_investment_scheme_non_regulated Enterprise Investment Scheme (Non-Regulated) enterprise_investment_scheme_regulated Enterprise Investment Scheme (Regulated) enterprise_investment_zone_trust Enterprise Investment Zone Trust enterprise_zone_syndicate Enterprise Zone Syndicate equity_holdings Equity Holdings exchange_traded_fund Exchange Traded Fund exempt_property_unit_trust Exempt Property Unit Trust film_partnership Film Partnership geared_investments Geared Investments general_investment_account General Investment Account hedge_fund Hedge Fund investment_bond Investment Bond investment_tax_service Investment Tax Service investment_trust Investment Trust isa_aim ISA (AIM) isa_cash ISA (Cash) isa_help_to_buy ISA (Help To Buy) isa_maxi ISA (Maxi) isa_maxi_mini_transfer ISA (Maxi/Mini Transfer) isa_mini_equity ISA (Mini Equity) isa_nisa ISA (Nisa) isa_stocks_and_shares ISA (Stocks And Shares) junior_isa_cash Junior ISA (Cash) junior_isa_nisa Junior ISA (Nisa) junior_isa_stocks_and_shares Junior ISA (Stocks And Shares) lifetime_isa_stocks_and_shares Lifetime ISA (Stocks And Shares) maximum_investment_plan_investment Maximum Investment Plan non_discretionary_managed_service Non Discretionary Managed Service oeic_unit_trust Oeic/Unit Trust offshore_bond Offshore Bond offshore_deposit Offshore Deposit offshore_oeic_fund Offshore Oeic/Fund offshore_savings_plan Offshore Savings Plan onshore_bond Onshore Bond personal_equity_plan Personal Equity Plan property_holdings Property Holdings property_partnership Property Partnership property_syndicate Property Syndicate residential_property_development Residential Property Development savings_account Savings Account seed_enterprise_investment_scheme_non_regulated Seed Enterprise Investment Scheme (Non-Regulated) seed_enterprise_investment_scheme_regulated Seed Enterprise Investment Scheme (Regulated) share_incentive_plan Share Incentive Plan share_save_scheme Share Save Scheme sicav SICAV structured_plan Structured Plan structured_plan_cash_isa Structured Plan (Cash ISA) structured_plan_deposit Structured Plan (Deposit) structured_plan_medium_term_note Structured Plan (Medium Term Note) structured_plan_stocks_shares_isa Structured Plan (Stocks & Shares ISA) tessa TESSA trust Trust unit_trust Unit Trust unregulated_collective_investments Unregulated Collective Investments venture_capital_trust_non_regulated Venture Capital Trust (Non-Regulated) venture_capital_trust_regulated Venture Capital Trust (Regulated) wrap Wrap investment_unknown Unknown accident_and_sickness_insurance Accident And Sickness Insurance accident_sickness_and_unemployment_insurance Accident Sickness And Unemployment Insurance accidental_death_insurance Accidental Death Insurance business_loan_protection Business Loan Protection capital_redemption_policy Capital Redemption Policy death_in_service Death In Service endowment Endowment flexible_plan Flexible Plan general_insurance_income_protection General Insurance (Income Protection) gift_inter_vivos Gift Inter Vivos health_assessment Health Assessment income_protection Income Protection income_protection_executive Income Protection (Executive) income_protection_key_person Income Protection (Key Person) life_settlement_fund Life Settlement Fund maximum_investment_plan Maximum Investment Plan multi_benefit_protection Multi Benefit Protection pension_contribution_insurance Pension Contribution Insurance pension_term_assurance Pension Term Assurance pre_paid_funeral_plan Pre-Paid Funeral Plan redundancy_insurance Redundancy Insurance relevant_life_policy Relevant Life Policy renewable_convertible_term Renewable Convertible Term term_protection Term Protection term_protection_convertible Term Protection (Convertible) term_protection_critical_illness Term Protection (Critical Illness) term_protection_decreasing_term Term Protection (Decreasing Term) term_protection_decreasing_term_ci Term Protection (Decreasing Term - CI) term_protection_decreasing_term_life_ci Term Protection (Decreasing Term - Life & CI) term_protection_directors_share_protection Term Protection (Directors Share Protection) term_protection_family_income_protection Term Protection (Family Income Protection) term_protection_family_income_protection_ci Term Protection (Family Income Protection - CI) term_protection_family_income_protection_life_ci Term Protection (Family Income Protection - Life & CI) term_protection_increasing_term Term Protection (Increasing Term) term_protection_key_person_assurance Term Protection (Key Person Assurance) term_protection_level Term Protection (Level) term_protection_level_ci Term Protection (Level - CI) term_protection_level_life_ci Term Protection (Level - Life & CI) term_protection_mortgage_protection Term Protection (Mortgage Protection) term_protection_partnership_protection Term Protection (Partnership Protection) term_protection_renewable Term Protection (Renewable) unemployment_insurance Unemployment Insurance whole_of_life Whole Of Life whole_of_life_non_investment Whole Of Life (Non Investment) will Will protection_policy_unknown Unknown alternatively_secured_pension_plan Alternatively Secured Pension Plan appropriate_personal_pension Appropriate Personal Pension avc AVC cimp CIMP cimp_comp CIMP & COMP comp COMP deferred_sipp Deferred SIPP defined_benefit_pension Defined Benefit Pension dependants_pension Dependants Pension efrbs EFRBS equivalent_pension_benefits Equivalent Pension Benefits executive_pension_plan Executive Pension Plan family_sipp Family SIPP final_salary_scheme Final Salary Scheme fsavc FSAVC furbs FURBS group_cimp Group CIMP group_comp Group COMP group_dependants_pension Group Dependants Pension group_offshore_pension_scheme Group Offshore Pension Scheme group_personal_pension Group Personal Pension group_s32_buyout_bond Group S32 Buyout Bond group_sipp Group SIPP group_stakeholder_pension Group Stakeholder Pension income_drawdown_beneficiary Income Drawdown (Beneficiary) income_drawdown_capped Income Drawdown (Capped) income_drawdown_flexi_access Income Drawdown (Flexi-Access) income_drawdown_flexible Income Drawdown (Flexible) independent_retirement_advice Independent Retirement Advice (IRA) individual_retirement_account Individual Retirement Account inherited_independent_retirement_advice Inherited Independent Retirement Advice (Inherited IRA) junior_personal_pension_plan Junior SIPP master_trust_pension Master Trust Pension money_purchase_contracted Money Purchase Contracted national_employers_savings_trust National Employers Savings Trust (NEST) offshore_pension Offshore Pension pension_fund_withdrawal Pension Fund Withdrawal personal_pension_plan Personal Pension Plan phased_retirement Phased Retirement pia_non_protected_rights PIA (Non Protected Rights) qnups QNUPs qnups_wrapper QNUPs Wrapper qrops QROPs qrops_wrapper QROPs Wrapper rnups_wrapper RNUPs Wrapper roth_inherited_independent_retirement_advice Roth Inherited Independent Retirement Advice (Roth IRA) s226_rac S226 RAC s32_buyout_bond S32 Buyout Bond sipp SIPP sipp_wrapper SIPP Wrapper ssas Ssas stakeholder_individual Stakeholder Individual third_way_pensions Third Way Pensions trustee_investment_plan Trustee Investment Plan unsecured_pension Unsecured Pension uurbs UURBs workplace_pension_scheme Workplace Pension Scheme pension_unknown Unknown annuity_non_pension Annuity (Non Pension) compulsory_purchase_life_annuity Compulsory Purchase Life Annuity deferred_annuity Deferred Annuity defined_benefit_trustee_buy_in Defined Benefit Trustee Buy In enhanced_pension_annuity Enhanced Pension Annuity fixed_term_annuity Fixed Term Annuity group_final_salary Group Final Salary hancock_annuity Hancock Annuity impaired_life_annuity Impaired Life Annuity ivpp IVPP lifetime_annuity Lifetime Annuity pension_annuity Pension Annuity pension_annuity_conventional Pension Annuity (Conventional) pension_annuity_flexible Pension Annuity (Flexible) pension_annuity_impaired_life Pension Annuity (Impaired Life) pension_annuity_temporary Pension Annuity (Temporary) pension_annuity_unit_linked Pension Annuity (Unit Linked) pension_annuity_with_profits Pension Annuity (With Profits) purchased_life_annuity Purchased Life Annuity scheme_pension Scheme Pension annuity_unknown Unknown dental_insurance Dental Insurance general_insurance_building General Insurance (Building) general_insurance_building_contents General Insurance (Building & Contents) general_insurance_commercial_combined General Insurance (Commercial Combined) general_insurance_commercial_motor General Insurance (Commercial Motor) general_insurance_contents General Insurance (Contents) general_insurance_directors_and_officers General Insurance (Directors And Officers) general_insurance_extended_warranty General Insurance (Extended Warranty) general_insurance_legal_expenses General Insurance (Legal Expenses) general_insurance_let_property General Insurance (Let Property) general_insurance_liability General Insurance (Liability) general_insurance_other General Insurance Other general_insurance_payment_protection General Insurance (Payment Protection) general_insurance_private_motor General Insurance (Private Motor) general_insurance_professional_indemnity General Insurance (Professional Indemnity) general_insurance_travel General Insurance (Travel) group_travel_insurance Group Travel Insurance healthcare_cash_plan Healthcare Cash Plan international_private_medical_insurance International Private Medical Insurance (IPMI) locum_insurance Locum Insurance long_term_care Long Term Care long_term_care_immediate Long Term Care (Immediate) long_term_care_pre_funded Long Term Care (Pre-Funded) private_medical_insurance Private Medical Insurance general_insurance_unknown Unknown cpb CPB employee_assistance_scheme Employee Assistance Scheme flexible_benefits Flexible Benefits group_accident_and_sickness Group Accident And Sickness group_critical_illness Group Critical Illness group_death_in_service Group Death In Service group_dental_insurance Group Dental Insurance group_healthcare_cash_plan Group Healthcare Cash Plan group_income_protection Group Income Protection group_income_protection_key_person Group Income Protection (Key Person) group_key_person_assurance Group Key Person Assurance group_life Group Life group_life_excepted Group Life (Excepted) group_life_registered Group Life (Registered) group_partnership_protection Group Partnership Protection group_personal_accident Group Personal Accident group_pmi Group PMI group_relevant_life Group Relevant Life group_term Group Term group_protection_unknown Unknown equity_release Equity Release mortgage Mortgage mortgage_bridging_loan Bridging Loan Mortgage mortgage_business_buy_to_let Mortgage Business Buy To Let mortgage_buy_to_let Buy To Let Mortgage mortgage_consumer_buy_to_let Consumer Buy To Let Mortgage mortgage_council_tenant_to_buy Council/Tenant To Buy Mortgage mortgage_foreign_currency Foreign Currency Mortgage mortgage_full_status Mortgage Full Status mortgage_further_advance Further Advance Mortgage mortgage_government_home_ownership_scheme Government Home Ownership Scheme Mortgage mortgage_home_purchase_plan Home Purchase Plan Mortgage mortgage_investment_property_islamic Investment Property Islamic Mortgage mortgage_let_to_buy Let To Buy Mortgage mortgage_lifetime Mortgage Lifetime mortgage_non_status Mortgage Non Status mortgage_primary_residence_islamic Primary Residence Islamic Mortgage mortgage_product_transfer Product Transfer Mortgage mortgage_remortgage Remortgage Mortgage mortgage_right_to_buy Right To Buy Mortgage mortgage_second_charge Second Charge Mortgage mortgage_second_home Second Home Mortgage mortgage_self_build Self-Build Mortgage mortgage_self_cert Mortgage Self Cert mortgage_shared_ownership Shared Ownership Mortgage mortgage_standard_residential Standard Residential Mortgage mortgage_non_regulated_bridging_loan Non-Regulated Bridging Loan Mortgage mortgage_non_regulated_buy_to_let Non-Regulated Buy To Let Mortgage mortgage_non_regulated_commercial Non-Regulated Commercial Mortgage mortgage_non_regulated_further_advance Non-Regulated Further Advance Mortgage mortgage_non_regulated_offshore Non-Regulated Offshore Mortgage mortgage_non_regulated_overseas Non-Regulated Overseas Mortgage mortgage_non_regulated_product_transfer Non-Regulated Product Transfer Mortgage third_party_mortgage Third Party Mortgage mortgage_unknown Unknown bridging_loan Bridging Loan car_finance Car Finance commercial_finance Commercial Finance consumer_finance Consumer Finance credit_card Credit Card landlords Landlords other_long_term_loan Other Long Term Loan overdraft Overdraft partner_loan Partner Loan peer_to_peer_loan Peer To Peer Loan personal_loan Personal Loan personal_loan_secured Personal Loan (Secured) personal_loan_unsecured Personal Loan (Unsecured) public_liability Public Liability student_loan Student Loan will_trust_loan Will Trust Loan loan_credit_unknown Unknown boat Boat collectible_art_other Collectible/Art/Other land Land motor_vehicle Motor Vehicle other Other own_business Own Business property Property property_btl Property (Btl) property_investment Property (Investment) property_rental Property (Rental) property_other Property (Other) property_overseas Property (Overseas) fixed_asset_unknown Unknown Values are
cash_account,cash_deposit,isa_mini_cash,isa_tessa_only,lifetime_isa_cash,national_savings,national_savings_child_bonus_bond,national_savings_fixed_interest_certificate,national_savings_guaranteed_equity_bond,national_savings_income_bond,national_savings_index_linked_certificate,national_savings_national_savings_certificate,national_savings_premium_bonds,cash_account_unknown,aim_investment_tax_service,bes,business_premises_renovation_allowance,child_trust_fund,collective_investment_account,commercial_property_purchase_scheme,debenture,discretionary_managed_service,employee_benefit_trust,enterprise_investment_scheme_non_regulated,enterprise_investment_scheme_regulated,enterprise_investment_zone_trust,enterprise_zone_syndicate,equity_holdings,exchange_traded_fund,exempt_property_unit_trust,film_partnership,geared_investments,general_investment_account,hedge_fund,investment_bond,investment_tax_service,investment_trust,isa_aim,isa_cash,isa_help_to_buy,isa_maxi,isa_maxi_mini_transfer,isa_mini_equity,isa_nisa,isa_stocks_and_shares,junior_isa_cash,junior_isa_nisa,junior_isa_stocks_and_shares,lifetime_isa_stocks_and_shares,maximum_investment_plan_investment,non_discretionary_managed_service,oeic_unit_trust,offshore_bond,offshore_deposit,offshore_oeic_fund,offshore_savings_plan,onshore_bond,personal_equity_plan,property_holdings,property_partnership,property_syndicate,residential_property_development,savings_account,seed_enterprise_investment_scheme_non_regulated,seed_enterprise_investment_scheme_regulated,share_incentive_plan,share_save_scheme,sicav,structured_plan,structured_plan_cash_isa,structured_plan_deposit,structured_plan_medium_term_note,structured_plan_stocks_shares_isa,tessa,trust,unit_trust,unregulated_collective_investments,venture_capital_trust_non_regulated,venture_capital_trust_regulated,wrap,investment_unknown,accident_and_sickness_insurance,accident_sickness_and_unemployment_insurance,accidental_death_insurance,business_loan_protection,capital_redemption_policy,death_in_service,endowment,flexible_plan,general_insurance_income_protection,gift_inter_vivos,health_assessment,income_protection,income_protection_executive,income_protection_key_person,life_settlement_fund,maximum_investment_plan,multi_benefit_protection,pension_contribution_insurance,pension_term_assurance,pre_paid_funeral_plan,redundancy_insurance,relevant_life_policy,renewable_convertible_term,term_protection,term_protection_convertible,term_protection_critical_illness,term_protection_decreasing_term,term_protection_decreasing_term_ci,term_protection_decreasing_term_life_ci,term_protection_directors_share_protection,term_protection_family_income_protection,term_protection_family_income_protection_ci,term_protection_family_income_protection_life_ci,term_protection_increasing_term,term_protection_key_person_assurance,term_protection_level,term_protection_level_ci,term_protection_level_life_ci,term_protection_mortgage_protection,term_protection_partnership_protection,term_protection_renewable,unemployment_insurance,whole_of_life,whole_of_life_non_investment,will,protection_policy_unknown,alternatively_secured_pension_plan,appropriate_personal_pension,avc,cimp,cimp_comp,comp,deferred_sipp,defined_benefit_pension,dependants_pension,efrbs,equivalent_pension_benefits,executive_pension_plan,family_sipp,final_salary_scheme,fsavc,furbs,group_cimp,group_comp,group_dependants_pension,group_offshore_pension_scheme,group_personal_pension,group_s32_buyout_bond,group_sipp,group_stakeholder_pension,income_drawdown_beneficiary,income_drawdown_capped,income_drawdown_flexi_access,income_drawdown_flexible,independent_retirement_advice,individual_retirement_account,inherited_independent_retirement_advice,junior_personal_pension_plan,master_trust_pension,money_purchase_contracted,national_employers_savings_trust,offshore_pension,pension_fund_withdrawal,personal_pension_plan,phased_retirement,pia_non_protected_rights,qnups,qnups_wrapper,qrops,qrops_wrapper,rnups_wrapper,roth_inherited_independent_retirement_advice,s226_rac,s32_buyout_bond,sipp,sipp_wrapper,ssas,stakeholder_individual,third_way_pensions,trustee_investment_plan,unsecured_pension,uurbs,workplace_pension_scheme,pension_unknown,annuity_non_pension,compulsory_purchase_life_annuity,deferred_annuity,defined_benefit_trustee_buy_in,enhanced_pension_annuity,fixed_term_annuity,group_final_salary,hancock_annuity,impaired_life_annuity,ivpp,lifetime_annuity,pension_annuity,pension_annuity_conventional,pension_annuity_flexible,pension_annuity_impaired_life,pension_annuity_temporary,pension_annuity_unit_linked,pension_annuity_with_profits,purchased_life_annuity,scheme_pension,annuity_unknown,dental_insurance,general_insurance_building,general_insurance_building_contents,general_insurance_commercial_combined,general_insurance_commercial_motor,general_insurance_contents,general_insurance_directors_and_officers,general_insurance_extended_warranty,general_insurance_legal_expenses,general_insurance_let_property,general_insurance_liability,general_insurance_other,general_insurance_payment_protection,general_insurance_private_motor,general_insurance_professional_indemnity,general_insurance_travel,group_travel_insurance,healthcare_cash_plan,international_private_medical_insurance,locum_insurance,long_term_care,long_term_care_immediate,long_term_care_pre_funded,private_medical_insurance,general_insurance_unknown,cpb,employee_assistance_scheme,flexible_benefits,group_accident_and_sickness,group_critical_illness,group_death_in_service,group_dental_insurance,group_healthcare_cash_plan,group_income_protection,group_income_protection_key_person,group_key_person_assurance,group_life,group_life_excepted,group_life_registered,group_partnership_protection,group_personal_accident,group_pmi,group_relevant_life,group_term,group_protection_unknown,equity_release,mortgage,mortgage_bridging_loan,mortgage_business_buy_to_let,mortgage_buy_to_let,mortgage_consumer_buy_to_let,mortgage_council_tenant_to_buy,mortgage_foreign_currency,mortgage_full_status,mortgage_further_advance,mortgage_government_home_ownership_scheme,mortgage_home_purchase_plan,mortgage_investment_property_islamic,mortgage_let_to_buy,mortgage_lifetime,mortgage_non_status,mortgage_primary_residence_islamic,mortgage_product_transfer,mortgage_remortgage,mortgage_right_to_buy,mortgage_second_charge,mortgage_second_home,mortgage_self_build,mortgage_self_cert,mortgage_shared_ownership,mortgage_standard_residential,mortgage_non_regulated_bridging_loan,mortgage_non_regulated_buy_to_let,mortgage_non_regulated_commercial,mortgage_non_regulated_further_advance,mortgage_non_regulated_offshore,mortgage_non_regulated_overseas,mortgage_non_regulated_product_transfer,third_party_mortgage,mortgage_unknown,bridging_loan,car_finance,commercial_finance,consumer_finance,credit_card,landlords,other_long_term_loan,overdraft,partner_loan,peer_to_peer_loan,personal_loan,personal_loan_secured,personal_loan_unsecured,public_liability,student_loan,will_trust_loan,loan_credit_unknown,boat,collectible_art_other,land,motor_vehicle,other,own_business,property,property_btl,property_investment,property_rental,property_other,property_overseas, orfixed_asset_unknown. -
UUID of the provider. Use null to remove the provider from the plan
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Main policy number for the plan, will be stored as the main accounts policy number
Maximum length is
255. -
Main proposal reference for the plan, will be stored as the main accounts proposal reference
Maximum length is
255. -
date when the plan was purchased or account was opened
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Status of plan
Value Description active Active inactive Inactive proposed Proposed Values are
active,inactive, orproposed. -
Date when plan went inactive
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Reason of inactivity
Value Description accepted Accepted agency_transferred Agency Transferred cancelled Cancelled claimed Claimed complete Complete death_event Death Event deferred Deferred drawdown Drawdown expired Expired full_drawdown Full Drawdown issued Issued lapsed Lapsed matured Matured not_proceeded_with Not Proceeded With not_taken_up Not Taken Up offered Offered paid_up Paid Up partial_drawdown Partial Drawdown partial_surrender Partial Surrender proposed Proposed prospect Prospect refunded Refunded refused Refused surrendered Surrendered transfer Transfer transferred Transferred underwriting Underwriting vested Vested declined Declined encashment Encashment left_service Left Service premium_holiday Premium Holiday other Other Values are
accepted,agency_transferred,cancelled,claimed,complete,death_event,deferred,drawdown,expired,full_drawdown,issued,lapsed,matured,not_proceeded_with,not_taken_up,offered,paid_up,partial_drawdown,partial_surrender,proposed,prospect,refunded,refused,surrendered,transfer,transferred,underwriting,vested,declined,encashment,left_service,premium_holiday, orother. -
Agency in your name
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Date agency was in your name from
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Whether the plan was originally sold by your firm
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Under advice
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Whether this plan will be shown to clients in their client portal
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Include in client valuation
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@Deprecated
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Determines if plan should be shown on a circle
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Next review date
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On panel
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Array of case UUIDs that you want to associate to the plan with. To remove cases from the plan, pass in null
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Employee account UUID that sold the plan. Updating this will affect future charge splitting
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Name of the employee that sold the plan. Used if seller_uuid is not provided
Maximum length is
255. -
Employee account that is managing this plan
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A plan adviser split to be applied to charges to this plan
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Linked clients who should be synced as extra owners of the plan
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Sync link other plans of the client to this plan. Providing null or empty array will unlink all linked plans.
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Circles UUIDs that can view the plan when filtering plans by circles. Leaving blank means the plan will be visible for all circles which contains the plan owners.
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The current value of the plan in pennies. Can be provided with
current_value_atto specify the date that the plan was valued at. -
Optional date to be used with
current_value. If left blank it will default to the current day. -
Denotes if the plan is a group scheme plan. When a plan is a group scheme plan you will be able to manage group scheme members and sub schemes. Only business clients can have group schemes.
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Denotes if the plan is a wrap product, and can have plans linked under it
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Additional fields to update if the is_group_scheme_member field is true.
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The UUID of the wrap product to link this plan too
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The UUID of the account used for contract enquiry.
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The beneficiaries of the plan.
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platform_provider field, this is found on types (annuity cash_account investment pension)
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life_assured field, this is found on types (annuity)
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sum_assured field, this is found on types (annuity)
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term_type field, this is found on types (annuity cash_account general_insurance group_protection investment loan_credit mortgage pension protection_policy)
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term_maturity_date field, this is found on types (annuity cash_account general_insurance investment loan_credit mortgage pension protection_policy)
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term_age field, this is found on types (annuity cash_account general_insurance investment loan_credit mortgage pension protection_policy)
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term_maturity_value field, this is found on types (annuity)
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guaranteed_term field, this is found on types (annuity)
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payment_type field, this is found on types (annuity)
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income_amount field, this is found on types (annuity)
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income_frequency field, this is found on types (annuity)
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income_from field, this is found on types (annuity)
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income_escalation field, this is found on types (annuity)
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initial_purchase_amount field, this is found on types (annuity)
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interest_type field, this is found on types (cash_account investment loan_credit mortgage)
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interest_rate field, this is found on types (cash_account investment loan_credit mortgage)
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address_1 field, this is found on types (fixed_asset)
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address_2 field, this is found on types (fixed_asset)
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address_3 field, this is found on types (fixed_asset)
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address_4 field, this is found on types (fixed_asset)
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town_city field, this is found on types (fixed_asset)
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county field, this is found on types (fixed_asset)
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postcode field, this is found on types (fixed_asset)
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country field, this is found on types (fixed_asset)
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new_property field, this is found on types (fixed_asset)
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price_listed field, this is found on types (fixed_asset)
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purchase_price field, this is found on types (fixed_asset)
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asset_description field, this is found on types (fixed_asset)
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asset_image field, this is found on types (fixed_asset)
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ncd field, this is found on types (general_insurance)
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ncd_protected field, this is found on types (general_insurance)
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ncd_years field, this is found on types (general_insurance)
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renewal_date field, this is found on types (general_insurance group_protection)
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offshore field, this is found on types (investment)
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in_trust field, this is found on types (investment protection_policy)
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trustee_details field, this is found on types (investment protection_policy)
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original_balance field, this is found on types (loan_credit mortgage)
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outstanding_balance field, this is found on types (loan_credit mortgage)
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loan_amount field, this is found on types (loan_credit)
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repayment_amount field, this is found on types (loan_credit)
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repayment_frequency field, this is found on types (loan_credit)
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details field, this is found on types (loan_credit)
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property_type field, this is found on types (mortgage)
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payment_amount field, this is found on types (mortgage)
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payment_frequency field, this is found on types (mortgage)
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initial_interest field, this is found on types (mortgage)
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initial_period_end field, this is found on types (mortgage)
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initial_payment field, this is found on types (mortgage)
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equity_released field, this is found on types (mortgage)
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loan_quote field, this is found on types (mortgage)
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loan_type field, this is found on types (mortgage)
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mig_added field, this is found on types (mortgage)
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repayment_type field, this is found on types (mortgage)
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repayment_method field, this is found on types (mortgage)
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repayment_term field, this is found on types (mortgage)
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other_repayment_method field, this is found on types (mortgage)
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scheme_fixed_date field, this is found on types (mortgage)
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transaction_details field, this is found on types (mortgage)
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base_payment field, this is found on types (mortgage)
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has_transfer_penalties field, this is found on types (mortgage)
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is_portable_mortgage field, this is found on types (mortgage)
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transfer_consent field, this is found on types (mortgage)
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transfer_penalty field, this is found on types (mortgage)
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contract_exchanged field, this is found on types (mortgage)
-
date_complete field, this is found on types (mortgage)
-
date_confirmed field, this is found on types (mortgage)
-
date_exchanged field, this is found on types (mortgage)
-
date_submitted field, this is found on types (mortgage)
-
mortgage_completed field, this is found on types (mortgage)
-
offer_confirmed field, this is found on types (mortgage)
-
offer_confirmed_date field, this is found on types (mortgage)
-
offer_date field, this is found on types (mortgage)
-
offer_issued field, this is found on types (mortgage)
-
on_risk field, this is found on types (mortgage)
-
proposal_date field, this is found on types (mortgage)
-
submitted field, this is found on types (mortgage)
-
declined_notes field, this is found on types (mortgage)
-
accrual_rate field, this is found on types (pension)
-
year_accrued field, this is found on types (pension)
-
retirement_date field, this is found on types (pension)
-
pensionable_salary field, this is found on types (pension)
-
transfer_value field, this is found on types (pension)
-
date_of_transfer_valuation field, this is found on types (pension)
-
widows_percentage field, this is found on types (pension)
-
contracted_out field, this is found on types (pension)
-
had_avc field, this is found on types (pension)
-
in_house_avc_amount field, this is found on types (pension)
-
in_house_avc_percentage field, this is found on types (pension)
-
death_benefit_amount field, this is found on types (pension)
-
projected_income field, this is found on types (pension)
-
plan_retirement_age field, this is found on types (pension)
-
state_retirement_age field, this is found on types (pension)
-
salary_sacrifice field, this is found on types (pension)
-
waiver field, this is found on types (pension)
-
is_crystallised field, this is found on types (pension)
-
crystallisation_amount field, this is found on types (pension)
-
crystallisation_benefit field, this is found on types (pension)
-
crystallisation_fund field, this is found on types (pension)
-
crystallisation_start_date field, this is found on types (pension)
-
crystallisation_end_date field, this is found on types (pension)
-
crystallisation_frequency field, this is found on types (pension)
-
fund_amount field, this is found on types (pension)
-
uncrystallised_fund field, this is found on types (pension)
-
income_taken_amount field, this is found on types (pension)
-
maximum_income_amount field, this is found on types (pension)
-
tax_free_amount field, this is found on types (pension)
-
lifetime_allowance_percentage field, this is found on types (pension)
-
lta_applied field, this is found on types (pension)
-
mpaa_trigger field, this is found on types (pension)
-
pcls_percentage field, this is found on types (pension)
-
reason field, this is found on types (pension)
-
has_pre_existing_conditions field, this is found on types (protection_policy)
-
pre_existing_conditions_notes field, this is found on types (protection_policy)
curl \
--request PUT 'https://api.plannrcrm.com/api/v1/plans/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "Content-Type: application/json" \
--header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
--data '{"name":"Johns ISA","client_uuid":"e8081621-84c7-4840-ab99-ab227d028cd4","accounts":[{"account_uuid":"c5529c70-faa1-4386-a66c-aa8e60b2247b"},{"account_uuid":"52b6b8d7-9eb7-4f5b-9007-50758aebb347","ownership_percentage":75.0},{"account_uuid":"a546cccd-01d3-4c15-a602-9f649b4949fd","ownership_percentage":null}],"sub_type":"cash_account","provider_uuid":"d13dee8d-e34e-497b-88ef-45907bf95f1f","policy_number":"AVI-43135","proposal_reference":"AB12345","opened_at":"2026-02-19","status":"active","inactive_at":"2026-02-24","inactive_reason":"accepted","agency_in_your_name":true,"agency_in_your_name_from":"2025-11-18","originally_sold_by_firm":true,"under_advice":true,"visible_on_client_portal":true,"include_in_client_valuation":true,"show_on_joint":true,"shown_on_circles":false,"review_date":"2027-02-26","on_panel":true,"cases":["0da89b68-5270-438b-afdd-2572851854a4","2e3d7187-c23d-4fa6-8ff7-60ff26561b74","96dfad22-9747-4016-a703-7a2e48361ed8"],"seller_uuid":"6553a7ef-a329-4cdf-bd8f-5f67357f1fbf","seller_name":"Jane Doe","active_adviser_uuid":"c4bc1f2b-7c41-402b-8ce5-c6f9c58e9c81","adviser_split_uuid":"22745ffb-d254-4947-885c-1f342654b78a","linked_owners":["07f475da-df66-476b-a391-de760ab37d57","f8414d26-ec96-4750-b09f-39520e7e8af2","c20c2c4b-fa33-4fee-8bd7-237e8aefff0e"],"linked_plans":["53f7213d-4daf-40da-9b6b-537daa8e38d8","34f01a01-04c7-4964-a118-fe7ee7f6e028","c3e12e18-3c38-4880-ba20-33d77c6203ef"],"visible_to_circles_uuids":["31305955-6a1c-48b9-a633-c4a7754bda5e","adcac7f4-9578-4f25-8d60-8ea2beaa1a9c","b2901b18-82f7-4da7-aac2-04711b90ef8c"],"current_value":5000,"current_value_at":"2026-02-26","is_group_scheme":false,"is_wrap_product":false,"group_scheme_member_detail":{"employer_division":"Sales","workplace_location":"Waterlooville"},"wrap_uuid":"a7222c1c-fcf2-4756-b707-2d82674dcdbd","contract_enquiry_account_uuid":"f6a5290a-b022-493a-8989-87ef90ff5f1a","beneficiaries":[{"name":"John Smith","uuid":"94eaf9ca-1375-474e-be57-5ca6c9c973b0","percentage":50},{"name":"Jane Doe","percentage":20}],"platform_provider":"(platform_provider)","life_assured":"(life_assured)","sum_assured":"(sum_assured)","term_type":"(term_type)","term_maturity_date":"(term_maturity_date)","term_age":"(term_age)","term_maturity_value":"(term_maturity_value)","guaranteed_term":"(guaranteed_term)","payment_type":"(payment_type)","income_amount":"(income_amount)","income_frequency":"(income_frequency)","income_from":"(income_from)","income_escalation":"(income_escalation)","initial_purchase_amount":"(initial_purchase_amount)","interest_type":"(interest_type)","interest_rate":"(interest_rate)","address_1":"(address_1)","address_2":"(address_2)","address_3":"(address_3)","address_4":"(address_4)","town_city":"(town_city)","county":"(county)","postcode":"(postcode)","country":"(country)","new_property":"(new_property)","price_listed":"(price_listed)","purchase_price":"(purchase_price)","asset_description":"(asset_description)","asset_image":"(asset_image)","ncd":"(ncd)","ncd_protected":"(ncd_protected)","ncd_years":"(ncd_years)","renewal_date":"(renewal_date)","offshore":"(offshore)","in_trust":"(in_trust)","trustee_details":"(trustee_details)","original_balance":"(original_balance)","outstanding_balance":"(outstanding_balance)","loan_amount":"(loan_amount)","repayment_amount":"(repayment_amount)","repayment_frequency":"(repayment_frequency)","details":"(details)","property_type":"(property_type)","payment_amount":"(payment_amount)","payment_frequency":"(payment_frequency)","initial_interest":"(initial_interest)","initial_period_end":"(initial_period_end)","initial_payment":"(initial_payment)","equity_released":"(equity_released)","loan_quote":"(loan_quote)","loan_type":"(loan_type)","mig_added":"(mig_added)","mig_premium":"(mig_premium)","repayment_type":"(repayment_type)","repayment_method":"(repayment_method)","repayment_term":"(repayment_term)","other_repayment_method":"(other_repayment_method)","scheme_fixed_date":"(scheme_fixed_date)","transaction_details":"(transaction_details)","base_payment":"(base_payment)","has_transfer_penalties":"(has_transfer_penalties)","is_portable_mortgage":"(is_portable_mortgage)","transfer_consent":"(transfer_consent)","transfer_penalty":"(transfer_penalty)","contract_exchanged":"(contract_exchanged)","date_complete":"(date_complete)","date_confirmed":"(date_confirmed)","date_exchanged":"(date_exchanged)","date_submitted":"(date_submitted)","mortgage_completed":"(mortgage_completed)","offer_confirmed":"(offer_confirmed)","offer_confirmed_date":"(offer_confirmed_date)","offer_date":"(offer_date)","offer_issued":"(offer_issued)","on_risk":"(on_risk)","proposal_date":"(proposal_date)","submitted":"(submitted)","declined_notes":"(declined_notes)","accrual_rate":"(accrual_rate)","year_accrued":"(year_accrued)","retirement_date":"(retirement_date)","pensionable_salary":"(pensionable_salary)","transfer_value":"(transfer_value)","date_of_transfer_valuation":"(date_of_transfer_valuation)","widows_percentage":"(widows_percentage)","contracted_out":"(contracted_out)","had_avc":"(had_avc)","in_house_avc_amount":"(in_house_avc_amount)","in_house_avc_percentage":"(in_house_avc_percentage)","death_benefit_amount":"(death_benefit_amount)","projected_income":"(projected_income)","plan_retirement_age":"(plan_retirement_age)","state_retirement_age":"(state_retirement_age)","salary_sacrifice":"(salary_sacrifice)","waiver":"(waiver)","is_crystallised":"(is_crystallised)","crystallisation_amount":"(crystallisation_amount)","crystallisation_benefit":"(crystallisation_benefit)","crystallisation_fund":"(crystallisation_fund)","crystallisation_start_date":"(crystallisation_start_date)","crystallisation_end_date":"(crystallisation_end_date)","crystallisation_frequency":"(crystallisation_frequency)","fund_amount":"(fund_amount)","uncrystallised_fund":"(uncrystallised_fund)","income_taken_amount":"(income_taken_amount)","maximum_income_amount":"(maximum_income_amount)","tax_free_amount":"(tax_free_amount)","lifetime_allowance_percentage":"(lifetime_allowance_percentage)","lta_applied":"(lta_applied)","mpaa_trigger":"(mpaa_trigger)","pcls_percentage":"(pcls_percentage)","reason":"(reason)","has_pre_existing_conditions":"(has_pre_existing_conditions)","pre_existing_conditions_notes":"(pre_existing_conditions_notes)"}'# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}
# Payload
{
"name": "Johns ISA",
"client_uuid": "e8081621-84c7-4840-ab99-ab227d028cd4",
"accounts": [
{
"account_uuid": "c5529c70-faa1-4386-a66c-aa8e60b2247b"
},
{
"account_uuid": "52b6b8d7-9eb7-4f5b-9007-50758aebb347",
"ownership_percentage": 75.0
},
{
"account_uuid": "a546cccd-01d3-4c15-a602-9f649b4949fd",
"ownership_percentage": null
}
],
"sub_type": "cash_account",
"provider_uuid": "d13dee8d-e34e-497b-88ef-45907bf95f1f",
"policy_number": "AVI-43135",
"proposal_reference": "AB12345",
"opened_at": "2026-02-19",
"status": "active",
"inactive_at": "2026-02-24",
"inactive_reason": "accepted",
"agency_in_your_name": true,
"agency_in_your_name_from": "2025-11-18",
"originally_sold_by_firm": true,
"under_advice": true,
"visible_on_client_portal": true,
"include_in_client_valuation": true,
"show_on_joint": true,
"shown_on_circles": false,
"review_date": "2027-02-26",
"on_panel": true,
"cases": [
"0da89b68-5270-438b-afdd-2572851854a4",
"2e3d7187-c23d-4fa6-8ff7-60ff26561b74",
"96dfad22-9747-4016-a703-7a2e48361ed8"
],
"seller_uuid": "6553a7ef-a329-4cdf-bd8f-5f67357f1fbf",
"seller_name": "Jane Doe",
"active_adviser_uuid": "c4bc1f2b-7c41-402b-8ce5-c6f9c58e9c81",
"adviser_split_uuid": "22745ffb-d254-4947-885c-1f342654b78a",
"linked_owners": [
"07f475da-df66-476b-a391-de760ab37d57",
"f8414d26-ec96-4750-b09f-39520e7e8af2",
"c20c2c4b-fa33-4fee-8bd7-237e8aefff0e"
],
"linked_plans": [
"53f7213d-4daf-40da-9b6b-537daa8e38d8",
"34f01a01-04c7-4964-a118-fe7ee7f6e028",
"c3e12e18-3c38-4880-ba20-33d77c6203ef"
],
"visible_to_circles_uuids": [
"31305955-6a1c-48b9-a633-c4a7754bda5e",
"adcac7f4-9578-4f25-8d60-8ea2beaa1a9c",
"b2901b18-82f7-4da7-aac2-04711b90ef8c"
],
"current_value": 5000,
"current_value_at": "2026-02-26",
"is_group_scheme": false,
"is_wrap_product": false,
"group_scheme_member_detail": {
"employer_division": "Sales",
"workplace_location": "Waterlooville"
},
"wrap_uuid": "a7222c1c-fcf2-4756-b707-2d82674dcdbd",
"contract_enquiry_account_uuid": "f6a5290a-b022-493a-8989-87ef90ff5f1a",
"beneficiaries": [
{
"name": "John Smith",
"uuid": "94eaf9ca-1375-474e-be57-5ca6c9c973b0",
"percentage": 50
},
{
"name": "Jane Doe",
"percentage": 20
}
],
"platform_provider": "(platform_provider)",
"life_assured": "(life_assured)",
"sum_assured": "(sum_assured)",
"term_type": "(term_type)",
"term_maturity_date": "(term_maturity_date)",
"term_age": "(term_age)",
"term_maturity_value": "(term_maturity_value)",
"guaranteed_term": "(guaranteed_term)",
"payment_type": "(payment_type)",
"income_amount": "(income_amount)",
"income_frequency": "(income_frequency)",
"income_from": "(income_from)",
"income_escalation": "(income_escalation)",
"initial_purchase_amount": "(initial_purchase_amount)",
"interest_type": "(interest_type)",
"interest_rate": "(interest_rate)",
"address_1": "(address_1)",
"address_2": "(address_2)",
"address_3": "(address_3)",
"address_4": "(address_4)",
"town_city": "(town_city)",
"county": "(county)",
"postcode": "(postcode)",
"country": "(country)",
"new_property": "(new_property)",
"price_listed": "(price_listed)",
"purchase_price": "(purchase_price)",
"asset_description": "(asset_description)",
"asset_image": "(asset_image)",
"ncd": "(ncd)",
"ncd_protected": "(ncd_protected)",
"ncd_years": "(ncd_years)",
"renewal_date": "(renewal_date)",
"offshore": "(offshore)",
"in_trust": "(in_trust)",
"trustee_details": "(trustee_details)",
"original_balance": "(original_balance)",
"outstanding_balance": "(outstanding_balance)",
"loan_amount": "(loan_amount)",
"repayment_amount": "(repayment_amount)",
"repayment_frequency": "(repayment_frequency)",
"details": "(details)",
"property_type": "(property_type)",
"payment_amount": "(payment_amount)",
"payment_frequency": "(payment_frequency)",
"initial_interest": "(initial_interest)",
"initial_period_end": "(initial_period_end)",
"initial_payment": "(initial_payment)",
"equity_released": "(equity_released)",
"loan_quote": "(loan_quote)",
"loan_type": "(loan_type)",
"mig_added": "(mig_added)",
"mig_premium": "(mig_premium)",
"repayment_type": "(repayment_type)",
"repayment_method": "(repayment_method)",
"repayment_term": "(repayment_term)",
"other_repayment_method": "(other_repayment_method)",
"scheme_fixed_date": "(scheme_fixed_date)",
"transaction_details": "(transaction_details)",
"base_payment": "(base_payment)",
"has_transfer_penalties": "(has_transfer_penalties)",
"is_portable_mortgage": "(is_portable_mortgage)",
"transfer_consent": "(transfer_consent)",
"transfer_penalty": "(transfer_penalty)",
"contract_exchanged": "(contract_exchanged)",
"date_complete": "(date_complete)",
"date_confirmed": "(date_confirmed)",
"date_exchanged": "(date_exchanged)",
"date_submitted": "(date_submitted)",
"mortgage_completed": "(mortgage_completed)",
"offer_confirmed": "(offer_confirmed)",
"offer_confirmed_date": "(offer_confirmed_date)",
"offer_date": "(offer_date)",
"offer_issued": "(offer_issued)",
"on_risk": "(on_risk)",
"proposal_date": "(proposal_date)",
"submitted": "(submitted)",
"declined_notes": "(declined_notes)",
"accrual_rate": "(accrual_rate)",
"year_accrued": "(year_accrued)",
"retirement_date": "(retirement_date)",
"pensionable_salary": "(pensionable_salary)",
"transfer_value": "(transfer_value)",
"date_of_transfer_valuation": "(date_of_transfer_valuation)",
"widows_percentage": "(widows_percentage)",
"contracted_out": "(contracted_out)",
"had_avc": "(had_avc)",
"in_house_avc_amount": "(in_house_avc_amount)",
"in_house_avc_percentage": "(in_house_avc_percentage)",
"death_benefit_amount": "(death_benefit_amount)",
"projected_income": "(projected_income)",
"plan_retirement_age": "(plan_retirement_age)",
"state_retirement_age": "(state_retirement_age)",
"salary_sacrifice": "(salary_sacrifice)",
"waiver": "(waiver)",
"is_crystallised": "(is_crystallised)",
"crystallisation_amount": "(crystallisation_amount)",
"crystallisation_benefit": "(crystallisation_benefit)",
"crystallisation_fund": "(crystallisation_fund)",
"crystallisation_start_date": "(crystallisation_start_date)",
"crystallisation_end_date": "(crystallisation_end_date)",
"crystallisation_frequency": "(crystallisation_frequency)",
"fund_amount": "(fund_amount)",
"uncrystallised_fund": "(uncrystallised_fund)",
"income_taken_amount": "(income_taken_amount)",
"maximum_income_amount": "(maximum_income_amount)",
"tax_free_amount": "(tax_free_amount)",
"lifetime_allowance_percentage": "(lifetime_allowance_percentage)",
"lta_applied": "(lta_applied)",
"mpaa_trigger": "(mpaa_trigger)",
"pcls_percentage": "(pcls_percentage)",
"reason": "(reason)",
"has_pre_existing_conditions": "(has_pre_existing_conditions)",
"pre_existing_conditions_notes": "(pre_existing_conditions_notes)"
}[
{
"name": "Johns ISA",
"tags": [
{
"name": "Mortgage",
"slug": "mortgage",
"uuid": "8ab424b4-c9ee-46d0-86eb-ea5e07ca1087",
"colour": "#ef4582",
"created_at": "2026-02-26T15:22:28+00:00",
"updated_at": "2026-02-26T15:22:28+00:00"
}
],
"type": "cash_account",
"uuid": "bb46bede-da00-4323-b56b-270cbcbff8ae",
"wrap": {
"name": "Johns ISA",
"tags": "App\\Http\\Resources\\TagResource",
"type": "cash_account",
"uuid": "761c7f6b-a409-4a88-9767-5594a5a3f630",
"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": "2026-02-26T15:22:28+00:00",
"valued_at": "2026-02-26T15:22:28+00:00",
"created_at": "2026-02-26T15:22:28+00:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2026-02-26T15:22:28+00:00",
"advice_area": "non_investment_insurance",
"inactive_at": "2026-02-26T15:22:28+00:00",
"review_date": "2025-02-26",
"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": "2026-02-25T15:22:28+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": "2025-02-26",
"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": "619876ad-6d69-4682-a9fe-0468f5688c5b",
"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": "2026-02-26T15:22:28+00:00",
"created_at": "2026-02-26T15:22:28+00:00",
"updated_at": "2026-02-26T15:22:28+00:00",
"group_uuids": [
"ff120d6a-c547-4bce-942c-abffedb71413"
],
"completed_at": "2026-02-26T15:22:28+00:00",
"participants": "App\\Http\\Resources\\AccountResource",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"status_position": 4,
"task_board_uuid": "7e6b5a80-1254-4762-bf67-038e0986d000",
"assigned_to_uuids": [
"55bb4dbc-0793-43d2-926d-e45f709496d2"
],
"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": "3faf00b8-4dc8-4eb5-9c20-d474ac82a5b5",
"client": "App\\Http\\Resources\\AccountResource",
"created_at": "2026-02-26T15:22:28+00:00",
"updated_at": "2026-02-26T15:22:28+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": "2031-02-26",
"claim_start_date": "2025-02-26"
}
],
"client": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "8f1fa65d-ab1c-4849-b18c-2fd59f786726",
"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": "2026-02-26T15:22:28+00:00",
"first_name": "Gareth",
"updated_at": "2026-02-26T15:22:28+00:00",
"with_login": true,
"inactive_at": "2026-02-26",
"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": "2026-02-26T15:22:28+00:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2026-02-26T15:22:28+00:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"last_interaction_at": "2026-02-26 15:22:28",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"joint_account_circle": "App\\Http\\Resources\\CircleResource",
"ownership_percentage": 100,
"previous_review_date": "2026-02-26T15:22:28+00:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2026-02-26T15:22:28+00:00"
},
"covers": [
{
"uuid": "c0c8602e-38f0-4f78-b8cd-f75aa24cef59",
"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": "2026-02-26T15:22:28+00:00",
"indexation": 1.4,
"updated_at": "2026-02-26T15:22:28+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": "2d71fd2e-d0f9-4d18-a4c9-6262d3d16ea4",
"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": "2026-02-26T15:22:28+00:00",
"first_name": "Gareth",
"updated_at": "2026-02-26T15:22:28+00:00",
"with_login": true,
"inactive_at": "2026-02-26",
"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": "2026-02-26T15:22:28+00:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2026-02-26T15:22:28+00:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"last_interaction_at": "2026-02-26 15:22:28",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"joint_account_circle": "App\\Http\\Resources\\CircleResource",
"ownership_percentage": 100,
"previous_review_date": "2026-02-26T15:22:28+00:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2026-02-26T15:22:28+00:00"
},
"status": "inactive",
"accounts": [
{
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "fa71b0c8-6d64-4eec-821c-91a4b3c6e54b",
"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": "2026-02-26T15:22:28+00:00",
"first_name": "Gareth",
"updated_at": "2026-02-26T15:22:28+00:00",
"with_login": true,
"inactive_at": "2026-02-26",
"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": "2026-02-26T15:22:28+00:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2026-02-26T15:22:28+00:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"last_interaction_at": "2026-02-26 15:22:28",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"joint_account_circle": "App\\Http\\Resources\\CircleResource",
"ownership_percentage": 100,
"previous_review_date": "2026-02-26T15:22:28+00:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2026-02-26T15:22:28+00:00"
}
],
"on_panel": true,
"provider": {
"name": "AJ Bell",
"slug": "aj-bell",
"uuid": "1de3570a-64c8-4f82-a3da-6581589b4362",
"created_at": "2026-02-26T15:22:28+00:00",
"updated_at": "2026-02-26T15:22:28+00:00"
},
"sub_type": "lifetime isa",
"opened_at": "2026-02-26T15:22:28+00:00",
"valued_at": "2026-02-26T15:22:28+00:00",
"created_at": "2026-02-26T15:22:28+00:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2026-02-26T15:22:28+00:00",
"advice_area": "non_investment_insurance",
"inactive_at": "2026-02-26T15:22:28+00:00",
"review_date": "2025-02-26",
"linked_plans": [
{
"name": "Johns ISA",
"tags": "App\\Http\\Resources\\TagResource",
"type": "cash_account",
"uuid": "6a80d372-07a0-4cc1-a55d-a5a4c3322ca3",
"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": "2026-02-26T15:22:28+00:00",
"valued_at": "2026-02-26T15:22:28+00:00",
"created_at": "2026-02-26T15:22:28+00:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2026-02-26T15:22:28+00:00",
"advice_area": "non_investment_insurance",
"inactive_at": "2026-02-26T15:22:28+00:00",
"review_date": "2025-02-26",
"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": "2026-02-25T15:22:28+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": "2025-02-26",
"contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
"visible_on_client_portal": true,
"include_in_client_valuation": true
}
],
"main_account": {
"name": "John's ISA",
"uuid": "7a68e769-7554-4d83-b87e-541080097eed",
"created_at": "2026-02-26T15:22:28+00:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2026-02-26T15:22:28+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": "5e528a5b-ece4-460e-9a2b-f9b284827897",
"created_at": "2026-02-26T15:22:28+00:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2026-02-26T15:22:28+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": "6c3665c7-c5bf-42ff-a224-4bda5547a7ee",
"value": "Coffee",
"help_text": "This is the client's favourite drink.",
"reference": "favourite_drink",
"created_at": "2026-02-26T15:22:28+00:00",
"updated_at": "2026-02-26T15:22:28+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": "15727698-e77a-4bee-b389-85a4c5d1ee9e",
"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": "2026-02-26T15:22:28+00:00",
"first_name": "Gareth",
"updated_at": "2026-02-26T15:22:28+00:00",
"with_login": true,
"inactive_at": "2026-02-26",
"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": "2026-02-26T15:22:28+00:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2026-02-26T15:22:28+00:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"last_interaction_at": "2026-02-26 15:22:28",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"joint_account_circle": "App\\Http\\Resources\\CircleResource",
"ownership_percentage": 100,
"previous_review_date": "2026-02-26T15:22:28+00:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2026-02-26T15:22:28+00:00"
}
],
"policy_number": "AVIVA-123",
"show_on_joint": true,
"wrap_children": [
{
"name": "Johns ISA",
"tags": "App\\Http\\Resources\\TagResource",
"type": "cash_account",
"uuid": "400da99d-0010-4f1c-89fb-59e016f32283",
"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": "2026-02-26T15:22:28+00:00",
"valued_at": "2026-02-26T15:22:28+00:00",
"created_at": "2026-02-26T15:22:28+00:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2026-02-26T15:22:28+00:00",
"advice_area": "non_investment_insurance",
"inactive_at": "2026-02-26T15:22:28+00:00",
"review_date": "2025-02-26",
"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": "2026-02-25T15:22:28+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": "2025-02-26",
"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": "b876a59f-2a05-4692-a458-285f8d629556",
"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": "2026-02-26T15:22:28+00:00",
"created_at": "2026-02-26T15:22:28+00:00",
"updated_at": "2026-02-26T15:22:28+00:00",
"sub_account": "App\\Http\\Resources\\Plans\\SubAccountResource"
}
],
"original_valued_at": "2026-02-25T15:22:28+00:00",
"proposal_reference": "AB123456",
"visible_to_circles": {
"name": "Jones Family",
"uuid": "98d3ccd7-a056-4db8-ad62-91c2bac0565c",
"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": "2026-02-26T15:22:28+00:00",
"updated_at": "2026-02-26T15:22:28+00:00",
"joint_account_uuid": "32def511-6e6d-42d6-af76-f29ab8932615",
"login_access_level": "write",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource"
},
"agency_in_your_name": true,
"external_references": [
{
"uuid": "64fca38e-755f-4295-b610-7c35794494bc",
"reference": "AB123456",
"created_at": "2026-02-26T15:22:28+00:00",
"updated_at": "2026-02-26T15:22:28+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": "df2cf607-310f-419c-96e0-8b61ed9b148a",
"created_at": "2026-02-26T15:22:28+00:00",
"updated_at": "2026-02-26T15:22:28+00:00",
"linked_policy_number": "ABC123-X"
}
],
"is_group_scheme_member": false,
"originally_sold_by_firm": true,
"agency_in_your_name_from": "2025-02-26",
"contract_enquiry_account": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "b98f6252-08c7-4538-946c-e1b4434a8d7a",
"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": "2026-02-26T15:22:28+00:00",
"first_name": "Gareth",
"updated_at": "2026-02-26T15:22:28+00:00",
"with_login": true,
"inactive_at": "2026-02-26",
"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": "2026-02-26T15:22:28+00:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2026-02-26T15:22:28+00:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"last_interaction_at": "2026-02-26 15:22:28",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"joint_account_circle": "App\\Http\\Resources\\CircleResource",
"ownership_percentage": 100,
"previous_review_date": "2026-02-26T15:22:28+00:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2026-02-26T15:22:28+00:00"
},
"visible_on_client_portal": true,
"include_in_client_valuation": true
}
]