How to use PlannedDeparture- To Protect your Bank Accounts.

A bank account is a financial account between a bank customer and a financial institution. We trust banks to keep our finances safe. With all the levels of security, banks are fashioned to keep our financial accounts safe and secure at all costs.

In doing that they will not disclose any information whatsoever to anyone be it family or friends unless they are asked by courts.

As it is with banks so it is with Planned Departure Bank Account information.

If something happened to you tomorrow, what would happen to all your finances in the bank? it becomes government property if your family or loved ones do not have the adequate information to recover them.

 

Everything from dormant bank and building society accounts, unclaimed Premium Bonds and prizes; National Savings and Investments Stamps & Gift Tokens, Post Office savings accounts, bonds and certificates; orphan pensions, unknown National Lottery winnings, missing life insurance, estates and court fund balances; unclaimed windfall shares arising from demutualisation, lost government stock & gilts, and much more.

The Financial Times reports there is a “sea of unclaimed assets sloshing around the financial system” very conservatively estimated to be worth £77 billion! Read more

With Planned Departure you have the option of putting as many bank account details as you please with a list of beneficiaries.

This makes it easier for the right information to be given to the right people at the right time. Your loved ones will gain access to these accounts and also carry out any wishes you instructed. As a result its easier for you and your loved ones.

Let me demonstrate how easy it is to add bank accounts and beneficiaries with Planned Departure. Please follow these steps to add information about your bank account and add it to right beneficiaries to ensure that your hard earned money does not end-up in unclaimed assets.

1. Login ……

2. Make sure you have verifiers….

3. Make sure you have beneficiaries..

4. Add bank account…

5. Assign right beneficiaries / instructions…

That’s it. This will ensure that your bank accounts are never dormant and your loved ones have the required information to carry out your wishes.


If you are not a member of Planned Departure yet, join today and ensure that your hard earned money does not end-up in unclaimed assets after you pass away.

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