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Our dashboard improvements are now live for administrators

Published  20 November 2025
   5 min read

In September, we introduced a new 'plans' tab within the protection dashboard. Originally only available to financial advisers, we've now rolled this out to administrators too.

What is the new ‘Plans’ tab for?

Here, you’ll find all your previously started or cancelled plans. We’ve automatically moved all your relevant plans into this tab from your ‘Submitted applications’ tab.

You can now also get real-time updates on Sum Assured, Term, and Premium information, letting you see the impact of any changes that have been made. Plus, we’ve improved the accuracy of the status information provided for cancelled or lapsed plans.

Additionally, we’ve added plans that were previously unavailable online, including those submitted via paper applications, so you can view even more of your previously started plans online.

What else have we improved?

You’ll also notice that we’ve introduced a clean new look for our ‘Plan details’ screen within the 'Plans' tab, which breaks down policy information, evidence and documents available to download.

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