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Posted: Thu Aug 25, 2011 12:45 pm
by langerbridge
Had my first annual review with payplan. 20 minute conversation & all now sorted for another year!! Did spend a fair bit of time making sure I had covered all expenses & showed them what they would be over this next year & the agreed. Didn't ask for too lavish things just pointed out what expenses we have currently.
I've found that if you put a little work in yourself it makes things alot swifter at their end. If the next 5 years go this quickly & the reviews are the same ease then hopefully I will avoid the grey hair.
Posted: Thu Aug 25, 2011 12:55 pm
by kallis3
Glad it went ok. Our reviews with them have always gone ok as well.
Posted: Thu Aug 25, 2011 1:00 pm
by back on track
if you print out a copy of your i@e from last year then go through it and amend the entrys and any payrise or xtra income you got then this does indeed speed up the process no end and saves you having to find things out when as op says doing it over the phone.
i got to sort out what happens when my fixed rate comes to an end in december as theres nothing in my proposal about it and depending on which firm you with what the outcome is going to be.
i got about a month before my reveiw.
Posted: Thu Aug 25, 2011 1:03 pm
by flumpy dog
brilliant news langerbridge xxxxxfd
Posted: Thu Aug 25, 2011 1:41 pm
by animaleyes76
Congrats on your first review.

) One more closer to freedom ;o)
Posted: Thu Aug 25, 2011 8:18 pm
by ashnatlucy
Glad to read your posts as i'm with payplan and coming up to our 1st review, hopefully all will go well, must admit they have been great.
Posted: Thu Aug 25, 2011 8:24 pm
by kallis3
I've had three with them now and no problems at any time. Just make sure you have your latest I&E figures to hand. They will usually phone up to make an appointment with you to go through everything.
Posted: Thu Aug 25, 2011 8:26 pm
by flumpy dog
good luck ashnatlucy too !! fd xx
Posted: Thu Aug 25, 2011 8:34 pm
by MRBLUESKY
Good advice from back on track.
Posted: Thu Aug 25, 2011 8:43 pm
by kallis3
I keep mine saved on the computer and adjust it every year so that when Payplan ring up I'm ready for them.