Private Partner PreviewControlled concept walkthrough for selected institutional and brand conversations. Illustrative data only; no live records or backend access.
™
Clarity for life’s most important details
Local Time
The full picture, not just the paperwork
PARTNER PREVIEW
A trusted household platform for life’s most important information
MySAiFe helps individuals and families organise essential life information, prepare trusted access, and create a calmer handover when it matters most.
Wish2Me
What would happen?
Capture wishes, preferences and practical guidance so your family are not left guessing in difficult moments.
sAiFe Agent
Prompted, not pushed
Surface reminders, missing details and sensible next steps without filing or sharing anything automatically.
Trust
Your information isn’t just stored —
it’s structured so your family can act on it when it matters.
Emergency
Ready when life turns
Bring together who to call, what to do first and the essentials your household may urgently need.
Vault
Protected and ready
Keep important records, trusted access and legacy planning together in one protected, ready layer.
Family at a glance
Who is in your household circle
A quick visual layer so trusted family members are easy to interpret from the dashboard without opening the People section first.
Visible
👨🏻
Matthew
👩🏻
Sarah
👧🏻
Maya
s'LiFe
👦🏼
Josh
s'LiFe
+
Add person
Life areas covered
From everyday organisation to continuity planning
MySAiFe covers the practical, the personal and the important — from home admin, accounts and subscriptions to vehicles, people, legacy and emergency support.
🔒 Your data stays private, secure, and under your controlUK-based • GDPR compliant
Built for familiesHousehold records, trusted access and continuity in one clear, ready place.
Partner-led launchDesigned for phased rollout with trusted institutions and headline brands.
Commercial partnership
Built for trusted distribution
This preview is intended to open conversations with institutions and headline brands that could help MySAiFe reach households through trusted channels once the app is live.
Customer valueA practical household organisation layer that supports preparedness, retention and deeper engagement.
Partner routesReferral, white-label, affinity, employee benefit or embedded value-added service models.
Trust categoryPositioned around security, continuity and family usefulness rather than simple document storage.
Commercial upsidePartner commercials to be structured around launch scale, channel fit and customer proposition.
Dashboard
What needs attention now
Your weekly command centre: this week, soon, and anything important to keep in mind.
sAiFe Agent noticed 3 things this weekA duplicate Vodafone account · 17 records that could be tidied into the 2025/26 tax pack · your MOT bundle is ready
Open →
Your record · added today
—
—
First record
This week
Needs attention
MOT — Range Rover Sport
Due Monday 18 May 2026
This week
Home insurance — Churchill
Renews Wednesday 14 May · better deal found
Review
Black refuse waste & blue household recycling
Both due Monday
Home
Soon
Coming up
EE mobile contract
Ends 21 June 2026
38 days
Green recycling reminder
Thursday green waste collection rhythm
Home
BT broadband review
£44/mo current household plan
Check
Keep in mind
Nothing urgent
Maya’s passport
Expires September 2026 · start renewal now
4 months
Will & estate notes
Vault references present · final review still sensible
Protected
Emergency continuity pack
Trusted contacts ready · instructions still worth tightening
Important
Family at a glance
Household people, with context
Bring back the human layer here so the dashboard feels alive, not just organised.
76%
👨🏻
Matthew
Owner
👩🏻
Sarah
Connected
👧🏻
Maya
Her s'LiFe
👦🏼
Josh
His s'LiFe
Trust
Your information isn’t just stored — it’s structured so your family can act on it when it matters.
Younger family · s’LiFe by MySaiFe
For when life starts getting real
Maya and Josh each have their own s’LiFe — a slimmer, gentler entry point built for first jobs, first tenancies, first MOTs. Records they need to track day-to-day live there. The household keeps a quiet thread to the things that still matter on this side (passports, NHS references, beneficiary shares).
s’LiFe is a separate product for 18+ family members starting their own life — same household, lighter shell.
sAiFe Agent
Worth reviewing
Potential savings spotted across utilities and mobile, and one continuity note worth tightening in Vault.
Go deeper
Your 8 main sections
Each section opens the next layer of the product in a clear, relevant way.
Home
Home & household
The practical layer of daily life — property, utilities, maintenance, suppliers and household reminders, all clear and ready.
At a glance
This week at homeBlack refuse waste & blue household recycling Monday • Green recycling Thursday • boiler service to book
3 prompts
Household servicesUtilities, broadband, alarm and key provider details organised
Clear
Home recordsProperty, mortgage and crucial documents ready to review
Ready
Property records
Deeds, mortgage, providers, home maintenance planning and the structure that already exists in your current prototype.
Crucial household services
Utilities, telecoms, key providers and the service directory layer that supports the home.
Lifestyle & Services
Subscriptions, communications and modern household accounts that sit alongside the home layer.
People
People & trusted contacts
Who matters, who can help, and who should see what — clearly set out before it is ever urgently needed.
Household network
People layer taking shape
Family members, emergency contacts, solicitor details and continuity notes can all sit together here.
66%
👨🏻
Matthew
👩🏻
Sarah
👧🏻
Maya
s'LiFe
👦🏼
Josh
s'LiFe
+
Add person
Primary household contactsPartner, children and key relatives mapped clearly
Added
Maya · 22 · runs her own s’LiFeFirst full-time NHS contract · passport renewal soon · open her s’LiFe to see what she shares back
Soon
Who can help firstGP, solicitor, trusted friend and insurer pathways
Review
Sharing boundariesDefine what each person should and should not see — tap to set permissions
Important
Family continuity
Wishes, who to call first and practical continuity planning in the same calm language as the current prototype.
Schooling check
Term dates, holidays, inset days, parents’ evenings and school events gathered in one calm family view.
Emergency contacts & response
Trusted contacts, immediate actions and the right information for difficult moments.
How the People layer grows
See how continuity, trusted access and family planning naturally unlock as the basics are completed.
Sharing & access
See exactly who can do what across your household, with view / edit / release controls and a clean revoke path.
sAiFe Agent · Gentle check-in
Maya's passport expires in September — flag her in s’LiFe?
She’s 22 and runs her own s’LiFe layer now, but the household holds the original record. HMPO takes up to 10 weeks. I can ping her in s’LiFe so she starts her renewal pack — or we can keep it on the household side if you prefer.
Health
Health & wellbeing essentials
A clear place for GP, pharmacy, medications, conditions, care notes and the practical health details that matter when someone else needs to help.
Easy to interpret
Health should feel calm and practical here: who to contact, what is taken, what matters clinically and what support may be needed.
GP & pharmacyPractice, lead clinician, repeat prescription route and preferred pharmacy
Useful
Medication notesCurrent medicines, dosage guidance and allergy alerts
Build
Care contextMobility, support needs, equipment and household notes if relevant
Important
Medical & support services
GP, dentist, pharmacy and wider service contacts can sit inside the crucial services layer already present in the prototype.
Emergency health relevance
Surface the details a trusted person may need quickly if something changes suddenly.
Who should know what
Connect health context with the People layer so the right person can support in the right way.
Vault & Legacy
Vault & legacy
The protected layer for wishes, continuity, important documents and what should happen if someone else needs to step in.
Premium-ready
Prepared for difficult moments
This is where Wish2Me, continuity planning and trusted access begin to feel tangible.
58%
Prepared for when it mattersThe calm continuity layer, ready before difficult moments arrive
Core
Instructions readyWish2Me, practical wishes and handover notes visible in one protected place
Build
Access verifiedClarify what can be released, to whom and under what circumstances
Sensitive
Family continuity preview
Funeral wishes, key actions, who to call first and practical handover content already present in the current prototype.
Growth layers
See how tax readiness, services and family continuity all connect back to the same protected household platform.
Document-led readiness
Where protected records support year-end preparation, advisers and practical continuity without changing the core brand language.
What’s locked behind this layer
The household’s most sensitive records
The Vault holds the records that should not move easily. Each one has its own access rules, its own release trigger, and its own audit history. Nothing here leaves the household without your explicit confirmation or a defined trigger.
Total items in Vault
14 records · 9 documents
Most-recent review
Today · Aviva pension beneficiaries
Encryption
AES-256 at rest · UK-based storage
Audit retention
Every access logged for 7 years
Vault contents
Seven categories · 14 items
Each category has its own access rules. Tap to see the items inside.
Will & estate
Will reference · executors · Lasting Power of Attorney
3 items · Hughes & Co holds originals · Sarah view-only
Tap any item to open it. Each shows its access rules, who can see it, and what would happen on release.
Will & estate · 3
Last will & testament
Hughes & Co · ref WL/MW-2024 →
Lasting Power of Attorney
Registered · Sarah as attorney →
Executor instructions
Sarah & David Hughes · 2024 →
Wishes · 2
Funeral & ceremony preferences
Cremation · Co-op Trowbridge →
Donations & scatter wishes
BHF · Tywi Valley →
Property documents · 3
Title deeds reference
Held at Hughes & Co →
Mortgage offer (2021)
Lloyds · 14 pages →
Buildings insurance schedule
Aviva · renews 12 Oct 2026 →
Identity · 2 of 4
Matthew passport
In date · expires 2031 →
Maya passport
Expires Sept 2026 →
Financial protection · 3
Aviva pension · expression of wish
Updated Feb 2026 →
Aviva life cover £250k
Policy AV-2018-44A →
L&G mortgage cover £250k
Linked to Lloyds mortgage →
Digital legacy · 1 of 3
Photo library reference
iCloud account on file →
Password vault recovery
Not yet linked →
Domain renewals
2 domains · annual →
Recent Vault activity
What has touched the Vault
Today · 09:18
Aviva pension beneficiaries reviewed by you
3 days ago
Buildings insurance schedule linked to mortgage
12 April
Aviva expression of wish acknowledged by scheme
3 April
Family Pack version 12 prepared
How a release actually works
In plain terms
A release is when a Vault item is handed to a third party — your solicitor, your spouse, your adviser, the hospital. Three things must be true.
Trigger fired
A defined trigger has occurred — your explicit confirmation, an emergency contact request, or a pre-agreed condition (incapacity, death).
Trigger
Recipient confirmed
The recipient is one of the named people on the record. Anyone else gets nothing.
Recipient
Logged for 7 years
The release event is recorded in your timeline and remains visible to the household for seven years.
Audit
Record
Aviva Workplace Pension
A simple readable record showing what exists, who it relates to, and what supports it.
Provider
Aviva
Policy number
AV-4482-9912
Type
Workplace Pension
Approx value
£85,000
Adviser
John Smith
Notes
Main pension from previous employer. Review beneficiary details annually. Contact adviser before making changes.
AI suggestions are indicative only and must be confirmed by the user
Contributions this year
What's going in
Employee
5% of salary · £3,200 YTD
Employer
8% of salary · £5,120 YTD
Salary sacrifice
Active · reduces NI contributions
Projected total (12m)
≈ £13,670
Last employer payment
27 March 2026
Investment mix
Where the money is
Aviva MyM Global Equity
62% · £52,700
Aviva MyM Corporate Bond
23% · £19,550
Aviva MyM Property
10% · £8,500
Aviva Cash
5% · £4,250
Default lifestyling
Switched off — self-directed allocation
Beneficiaries — expression of wish
Who receives what, if
Expression of wish guides the scheme trustees. It's not binding but is usually followed. Keep it current — especially after life changes.
Primary — Sarah (spouse)
70%
Secondary — Maya
15% held in trust to 25
Secondary — Josh
15% held in trust to 25
Last updated
Feb 2026
Review reminder
Annual · next Feb 2027
Documents
Latest annual statement
PDF · March 2026 · 6 pages
Scheme booklet
PDF · 22 pages
Transfer-in certificate
From previous employer · Sept 2018
Expression of wish form
Signed copy · Feb 2026
Adviser meeting notes
3 meetings stored · last Nov 2025
Linked context
Connections the family would need
Previous employer
Everwood Consulting — HR archive access
Current employer
Foreland Ltd — pension via salary sacrifice
Financial adviser
John Smith · Ashford Wealth
State pension forecast
28/35 qualifying years · check in 2027
Related pensions
2 older workplace pots flagged for consolidation review
Not financial advice
Figures here reflect what you have stored and the last statement received. Values move. Allocations move. Speak to your adviser before any decision to transfer, consolidate or change contributions.
Sharing & access
Who can see what
Set permissions per person and per record. Sharing is calm and reversible — change anything at any time, and every change is logged.
Trusted people
Four people currently have access
Tap any name to see exactly what they can do. Nothing is shared by default — everything below has been explicitly granted.
👩🏻
Sarah Wright
Spouse · primary household contact · since March 2026
42 of 47 · Can edit
👨🏼
David Hughes
Solicitor at Hughes & Co · since March 2024
3 records · View
👩🏽
Priya Shah
Accountant at Gateway Accounting · since March 2025
Tax pack only
👵🏻
Mary Wright
Matthew’s mother · emergency-only release
On release
Worked example
Granting Sarah access to the Aviva pension
Matthew Wright → Sarah Wright
Updated today
Permission level
Notifications
Notify Sarah of changes
She gets a quiet weekly summary of edits, not real-time alerts
Show Sarah’s edits in your timeline
Every change Sarah makes appears in your activity feed
Two-step confirmation for sensitive edits
Beneficiary changes require both of you to confirm
Peek at Sarah’s view
What Sarah sees right now
A simplified preview of how the Aviva pension record appears in Sarah’s account, with her current "Can edit" permission.
Aviva Workplace Pension · shared by Matthew
£85,000 approx · annual statement March 2026
Beneficiaries: Sarah 70% · Maya 15% in trust to 25 · Josh 15% in trust to 25.
Sarah cannot release this record to the financial adviser unless you also grant "Can release in emergency". She also cannot see related records (older workplace pots) unless those are shared separately.
Recent permission changes
A clear audit trail
Today · 09:18
Sarah granted "Can edit" on Aviva pension Was: View only
3 days ago · Wed 22 April
Sarah granted "View only" on emergency essentials Initial sharing on first sign-in
8 April
Priya granted access to 2025/26 tax pack Encrypted link · 7-day expiry
March · 22 days ago
David Hughes granted view-only on will reference Locator only — full will held offline
What each level actually changes
In plain terms
Three concrete differences, so you know what you are agreeing to before you tap.
View only
Sarah can read the record on her own dashboard. She cannot change a single field. The record cannot be passed on to anyone else under this permission.
Read
Can edit
Sarah can update fields, add notes, link documents. Sensitive fields (beneficiaries, account closure) still need two-step confirmation. All edits are timestamped and shown in your timeline.
Read & write
Can release in emergency
Sarah can hand the record to a named third party (e.g. financial adviser, hospital) — but only if a defined trigger has fired (incapacity, death, your explicit pre-authorisation). Otherwise the record stays inside the household.
Conditional release
Revoking access
How to take it back cleanly
Sharing is fully reversible. Revoking access removes Sarah’s view of this record immediately and clears any cached copies on her device within 24 hours.
Effect on Sarah
Record disappears from her dashboard immediately
Cached copies
Cleared from her devices within 24 hours
Past edits
Her edits stay in your timeline (named & timestamped)
Restoration
Re-granting access restores it instantly · no re-entry
User responsibility
sAiFe does not verify the identity, entitlement or legal authority of any person granted access. Sharing settings reflect your choices only — they do not grant power of attorney, executor authority, or any legal entitlement. For legal arrangements, speak to your solicitor.
Add item
Choose type
What are you adding?
Storage and security risk
Information stored within sAiFe remains the responsibility of the user. Users should take appropriate legal, financial and security precautions, particularly in relation to pensions, investments, shares, crypto assets, passwords and recovery arrangements.
Search
Find anything quickly
Search should feel obvious, calm and dependable under pressure.
🔎
Aviva Workplace Pension
Pensions & Investments
Open
Aviva Life Insurance
Insurance & Protection
Open
Aviva annual statement.pdf
Document
Open
Property & Home
Property records
Everything relating to your home, clearly structured and ready to share when needed.
Progressive reveal
Property grows from essentials into wider household readiness
Start with deeds, mortgage and utilities. Once those basics are in place, MySaiFe can reveal home maintenance planning, key trades, and property-income support where relevant.
Now visibleMortgage, deeds, providers and key records
UnlockedHome maintenance and renewal planning
Next at 70%Trusted trades and crucial property services
Next at 80%Rental or property-income readiness support
Agent suggestion“Your core home records are organised. Add one trusted trade or annual service next, and I can begin building your property support layer.”
Mortgage active • 6 documents • Last updated 2 weeks ago
Home maintenance planner
Annual servicing, major renewals and a calmer view of what the house will need next.
Trusted property services
Electrician, plumber, surveyor, locksmith and insurer contacts revealed as the home record strengthens.
Structured record
Mortgage record
Provider
Lloyds Bank
Account
XXXX‑XXXX
Status
Active
Documents linked
6 files
Renewal date
2026
Shared with
Primary user only
Current deal
The terms in one place
Product
5-year fixed
Rate
4.29%
Original term
25 years
Remaining
18 years, 4 months
Balance outstanding
£242,180
Monthly payment
£1,484
Overpayment allowance
10% per year without fee
Overpayments this year
£2,400 of £24,218 allowance
Renewal window
Fixed rate ends 14 July 2026
MySaiFe will prompt six months ahead so you can compare options calmly, not under pressure.
8 mo
Standard Variable Rate risk
Lloyds SVR currently 8.24% — monthly payment would rise to ≈ £2,010 if no new deal agreed
Avoid
Product transfer option
Lloyds' own remortgage range — no legal fees, fastest path
Simple
Market remortgage option
Broker comparison across the wider market — may beat the product transfer rate
Compare
Documents linked
Mortgage offer (2021)
PDF · 14 pages
Annual statement 2025
PDF · 3 pages
Title deeds reference
Held at solicitor — Hughes & Co
Buildings insurance schedule
Aviva · renews 12 Oct 2026
Direct debit mandate
HSBC current account · 28th of month
Early repayment charge notice
3% until 14 Jul 2026
Household context
Why this matters to the family
If the primary earner were unavailable, the household would need to know the direct debit account, the outstanding balance and the broker contact. All three are stored here and can be released to a trusted contact together.
Mortgage protection policy
Legal & General · £250,000 cover
Broker on file
Helen Chen · L&C Mortgages
Last reviewed
Feb 2026 with broker
Not advice
MySaiFe does not recommend mortgage products, rates or lenders. Figures here reflect what you have stored. Always confirm with your broker or lender before acting.
sAiFe Agent · Suggestion
Six months feels like a good time to start comparing
Your fix ends 14 July 2026. I can prepare the pack Helen Chen (your broker) would want to see — balance, overpayment history, protection policy. Nothing is sent without your go-ahead.
Money
Money
A clear financial layer first, with pensions, investments and important records revealed in organised stages rather than all at once.
Financial overview
What belongs here
Accounts, liabilities, pensions, investment platforms, shares and the supporting notes that help someone understand what exists and what to do next.
Aviva Workplace PensionApprox value £85,000
Ready
82%
InvestmentsISA, SIPP, platforms and listed shares
Expand
67%
Money in & outIncome, support to family and notable payments
Open
64%
Professional boundary
sAiFe does not provide financial or investment advice, does not assess suitability and does not guarantee that any record is complete, current or sufficient for decision-making. Users should seek regulated advice where needed and maintain their own protection measures.
Investments
Investments
Long-term and growth assets, organised clearly enough for you to manage now and for others to understand later.
What sits here
Pensions, ISAs, platforms and shares
This layer brings together wrappers and platforms first, then lets you go one level deeper into the underlying holdings where that is useful.
Aviva Workplace PensionProvider, adviser and beneficiary note recorded
Selection of sharesIndividual holdings, notes and beneficiary instructions
Open
78%
Shares
View the actual holdings beneath the wrapper, including platform, ownership, indicative value and what should happen to them.
Platforms & wrappers
Keep provider, account type, access route and document trail together in one readable place.
Shares
Shares
A richer layer beneath Investments showing what is actually held, where it sits, and any important note about what should happen next.
Holding
Apple Inc.
Platform
Hargreaves Lansdown
Approx value
£12,500
Ownership
Matthew
Notes
Long-term hold
Last reviewed
Jan 2026
Instruction
Retain unless needed for tax efficiency
Important note for family
Keep platform access note with ISA wrapper and review before any sale
Holding
BP plc
Platform
Trading 212
Approx value
£6,200
Ownership
Joint
Notes
Dividend income position
Last reviewed
Feb 2026
Instruction
Maintain position and note dividend destination
Important note for family
Record where dividends are paid and keep broker login route with platform notes
Holding
Unilever plc
Platform
Interactive Investor
Approx value
£4,850
Ownership
Matthew
Notes
Defensive consumer staple holding
Last reviewed
Feb 2026
Instruction
Review with wider portfolio before any disposal
Important note for family
Part of the longer-term portfolio rather than an account for immediate access needs
Why this layer matters
This is where the prototype regains depth. Rather than stopping at “investments exist”, it shows the underlying holdings and the contextual notes that make the record genuinely useful.
Money in & out
A clearer view of household money, only when it becomes useful.
Once core finance is underway, MySaiFe can unlock a more complete picture of income, tax preparation support, family payments, gifts and charitable giving.
Unlocked after core Financial reaches 60%
Household money overview
A single layer for income sources, outgoing commitments and records that may matter later to family members, advisers or year-end preparation.
64%
Income & tax support
Property income, pensions, dividends, self-employment notes and tax pack readiness
Linked
Family loans & payments
Informal support, one-off transfers, repayment notes and who the payment was for
Clarify
Gifts & charitable giving
Regular donations, Gift Aid-style records, and notable gifts for future household clarity
Useful
Income & returns
Bring together income sources and the records that may later support self assessment or accountant review.
Support to family
Keep track of loans, informal payments, gifts or regular help given to children or relatives.
Giving & charity
Record charities supported, recurring donations and any notes the household may wish to keep together.
Save with sAiFe — partners & savings
Use trusted partners and your progress milestones to reduce costs, improve cover and access better support across your household.
Why this matters
This feature should not appear too early. It is more helpful when the user already trusts the product and has completed the basics. Then it feels like added clarity, not extra work.
sAiFe Agent · In the background
I've noticed 17 records that could be tidied into your tax pack
14 expense receipts, 2 rental statements and a pension summary. I can group them and have them ready for Priya whenever you are.
Vehicles & Transport
Vehicles
All transport-related records clearly structured and accessible.
Audi S3 · KX21 HBF68% · V5C & insurance stored · service missing
68%
68%
Mercedes Vito · YH19 KMT42% · V5C & service records missing
42%
42%
Audi S3
Vehicle status: Good ✓
All key items valid. Service overdue.
KX21 HBF · 2021 · Quantum Grey
›
Registration
KX21 HBF
MOT
Dec 2026 ✓
Road Tax
Paid · Jul 2026 ✓
Insurance
Direct Line ✓
Service
Overdue ⚠
Mercedes Vito
Vehicle status: Attention needed ⚠
Tax expired. V5C missing.
YH19 KMT · 2019 · Business
›
Registration
YH19 KMT
MOT
Sep 2025 ⚠
Road Tax
Expired ⚠
Insurance
Aviva ✓
V5C
Missing ⚠
Travel mode
Getting ready to travel
A quick readiness check for passport, insurance, bookings, emergency contact and finance access, whether holiday or business.
sAiFe Agent · Preparing
MOT Monday — your bundle is ready
V5C, last year's advisories and service history gathered into one place. If the garage asks for anything, it'll be a tap away.
Emergency mode
In case something happens
Give trusted people access to the right information — at the right time.
Progressive reveal
Family support appears gently, not all at once
MySaiFe starts with trusted contacts and emergency essentials. Deeper planning, family continuity and more sensitive guidance only appear once the user has already taken the first easier steps.
Now visibleTrusted contacts and emergency essentials
UnlockedFamily continuity pack
Next at 60%Caregiving and support notes
Next at 75%Bereavement and wishes guidance
Family continuity now availableBecause trusted contacts and emergency essentials are already underway, MySaiFe can now gently help the household prepare for more sensitive moments without overwhelming the user too early.
Agent suggestion“You have named trusted people. Would you like to add where the will is kept and who should be called first?”
Emergency instructionsNo written guidance added yet
21%
21%
Critical documentsCore pack prepared and ready
81%
81%
Trusted contacts
2 people assigned with controlled access permissions.
Key instructions
Prepared household guidance and practical next steps.
Critical documents
Selected records ready for emergency release.
Partners & Savings
Save with sAiFe
Use trusted partners and your progress milestones to reduce costs, improve cover and access better support across your household.
Live estimate
Potential annual savings
Illustrative benefit from policy switching, partner pricing and improved record readiness.
£940
50% completeEntry partner offers unlocked
Basic savings
75% completeEnhanced pricing and tailored support
Better rates
100% completePremium partner access and best optimisation
Full unlock
Insurance partners
Preferential pricing for organised households with complete property, vehicle and policy records.
Utilities & services
Switch providers with confidence using structured household data, billing history and document records.
Legal & financial partners
Access trusted advisors with pre-prepared information packs drawn directly from your sAiFe.
Smart savings insights
Your sAiFe Agent identifies opportunities to consolidate, switch or simplify costs without losing control.
Lifestyle
Lifestyle & Services
Organise modern household accounts, subscriptions and everyday providers in one clear place.
Progressive reveal
Lifestyle becomes more helpful as the basics are added
Begin with subscriptions and everyday providers. MySaiFe can then unlock savings prompts, crucial services and household handover details once enough has been recorded.
Subscriptions visibleProvider records activeSavings prompts nextCrucial services next
Retail, delivery and recurring convenience services
Track
Amazon
Primary household account
81%
HelloFresh
Delivery Fri / Wed • £44/mo
52%
Just Eat
Payment method saved • details incomplete
21%
Money in & out of the household
A calmer overview that brings together income, tax readiness, loans and payments to family members, gifts, charity donations and helpful year-end records.
Includes
Income, support given to family, one-off gifts, regular giving and tax-linked records
Clearer
Unlock logic
Appears once banking, loans and key finance records are underway
Progressive
Benefit
Turns a complex money story into one understandable household view
Helpful
Smart savings insight
You could save an estimated £27/month by reviewing duplicate and unused subscriptions.
Agent suggestion“You already have key subscriptions in place. Add one household provider or support contact next, and I can unlock crucial services and account handover guidance later.”
What appears next
Crucial services and account handover
When more lifestyle records are complete, MySaiFe can surface the household's most important service contacts, login references and who may need access if something changes suddenly.
Feature map
Where MySaiFe can naturally grow
These are product extensions of the same household platform, not bolt-ons. The logic stays the same: structure the right information, the right people and the right next steps before they are urgently needed.
MySaiFe Agent
These additions are shown as guided layers of the same product. The role of MySaiFe Agent is to help gather records, highlight gaps, prepare households and connect them to the right next step.
6Natural growth layers
1Core household logic
ProgressiveAppears as basics are ready
Better product behaviour: advanced functions appear when the user has already completed the relevant core area. That keeps setup lighter, more rewarding and far less onerous.
Property basics firstFinance basics firstFamily basics firstDeeper layers only when useful
Tax & IncomeAppears after Financial, Property and Documents reach a strong level of completion.
Family continuityAppears after trusted contacts and emergency essentials have been started.
Crucial servicesAppears after household providers and contacts have been added.
Money in & outAppears once core finance is organised, revealing family support, gifts and giving.
Property servicesAppears after core home records are in place, unlocking trusted trades and maintenance planning.
Lifestyle handoverAppears once modern household services are organised, helping families understand what matters later.
Soft product moments: each unlock can arrive with a small celebration, a calm explanation of why it matters and a gentle Agent suggestion, so users feel progress rather than pressure.
For 18+ family members
s’LiFe by MySaiFe — life, as it arrives
A slimmer, friendlier shell built for first jobs, first tenancies, first cars, first proper bank accounts. Younger family members get a relatable entry point — the household keeps a thread to the things that still belong on this side.
Maya · 22
First NHS contract · own MySaiFe via s’LiFe
Josh · 19
Apprenticeship at Thales · own s’LiFe
When does it suit?
Late teens, early twenties — the first real-life records
What links back?
Passport, NHS, beneficiary shares — never financial detail
Tax & Income readiness
MySaiFe can organise tax-relevant property, income and expense records, group them by year and help prepare a pack for the user or their accountant.
What it does
Rental income, pensions, dividends, self-employment and supporting records
Prepare
Agent prompt
Flags missing records, deadlines and likely filing gaps
Guide
Positioning
Supports self assessment preparation — not tax advice
Careful
Family wishes & bereavement planning
A clear place for funeral wishes, key family notes, who to call first, where important documents are and what should happen if something changes suddenly.
Include
Funeral preferences, solicitor, insurer, life cover, will location and immediate actions
Strong fit
Trusted access
Shared only with the right people, at the right time
Protected
Why it matters
Practical clarity for families during stressful moments
Core
Crucial services directory
One household view for the people and providers that keep life moving — from GP and accountant to utility suppliers, insurers, care services and emergency support.
Examples
GP, pharmacy, solicitor, accountant, insurer, utilities, telecoms, funeral care, pet care
Useful
Agent role
Spot incomplete details, renewal dates and missing account numbers
Surface
Commercial path
Potential referral, affiliate or trusted partner routes later on
Future
How this fits the brand
This keeps sAiFe focused on one clear role: bringing together the right information, people and services before they are urgently needed.
Tax & Income
Tax preparation support, without pretending to be the accountant.
MySaiFe groups tax-relevant records by year, highlights gaps, and prepares a cleaner pack for the user or adviser.
2025/26 readiness
Household tax pack
Property income, pension records, dividend notes, self-employment costs and HMRC letters gathered in one place.
The export bundles every linked record into a single labelled PDF with an index, so your accountant spends time on the return rather than chasing attachments.
Accountant on file
Priya Shah · Gateway Accounting
Last pack shared
March 2025 · 38 pages · acknowledged
Preferred share method
Encrypted link · 7-day expiry
Not tax advice
MySaiFe does not calculate tax, confirm reliefs or act as your agent with HMRC. It organises what you have stored so the return can be prepared by you or your adviser.
Family continuity
A practical place for family wishes, immediate actions and calm guidance.
Keep key notes together: who to call first, where the will is, funeral preferences, insurer details and what family members may need to know quickly.
Emergency essentials prepared
Primary contact, solicitor, policy details and household notes are ready to share with the right person if needed.
Funeral wishes
Ceremony preference, music notes and preferred funeral director shortlist
Recorded
Will & estate
Will location, solicitor contact and policy references
Checked
Who to call first
Partner, children, GP, employer and insurer pathways set out clearly
Clear
Who to call first
The first three calls
A short, ordered list so nobody has to guess in a difficult moment.
1. Partner
Sarah · 07700 900 142
2. Solicitor
Hughes & Co · 020 7946 0310
3. GP surgery
Parkside Practice · 01225 421 987
If out of hours
NHS 111 · or 999 in an emergency
Will & estate
Where everything is kept
Will location
Original with Hughes & Co · copy in home safe
Last updated
March 2024
Executors
Sarah (spouse) · David Hughes (solicitor)
Power of attorney
LPA registered · Sarah as attorney
Life policies referenced
Aviva £250k · L&G mortgage cover £250k
Pension beneficiaries
Expression of wish updated Feb 2026
Funeral & ceremony wishes
As calmly as possible
Burial or cremation
Cremation preferred
Ceremony tone
Quiet, family only · humanist celebrant
Preferred director
Co-op Funeralcare, Trowbridge
Music
Clair de Lune · Sigur Rós, Hoppípolla
Donations in lieu
British Heart Foundation
Scatter / memorial
Tywi Valley, Carmarthenshire
Practical continuity
Small things that matter
Pets
Two cats, Monty and Pickle · vet: Bath Veterinary Group · food brand: Applaws
Noted
Maya & Josh
Now run their own s’LiFe layers · household holds passport & NHS references · their independent records (tenancies, payslips) sit with them
Linked
Direct debits
Household utilities run from HSBC joint account · list stored with Services hub
Mapped
Employer
HR contact, payroll reference and death-in-service policy pointer on file
When released, the family pack arrives as a calm, printable single document with the first three calls on page one, the will and policies on page two, and the practical notes on page three. No app install required for the recipient.
Crucial services
The people and providers that keep life moving
A single household directory for health, finance, home, care, utility and emergency support — with quick actions, key numbers and renewal prompts.
Suggested groups
Health & care
GP, pharmacy, consultant, care provider
Ready
Home & utilities
Electricity, broadband, water, boiler cover
4 alerts
Professional advisers
Solicitor, accountant, IFA, insurer
Useful
Family support
Funeral care, pet care, school, employer
Future
Commercially sensible later
This can begin as a household directory and later support preferred providers, referrals, affiliate routes or trusted local partnerships.
Health & care · 4 stored
Dr Henderson, Parkside Practice
GP · 01225 421 987 · appointments via NHS app
Primary
Boots Pharmacy, Trowbridge
Repeat prescriptions · free delivery set up
Linked
Mr Raj Patel, Bath Clinic
Cardiology consultant · referral letter filed
Noted
Maya's dentist — Smile Dental
Reference kept · Maya manages bookings via her own s’LiFe
Her layer
Home & utilities · 6 stored
Octopus Energy
Dual fuel · Agile tariff · account 2249107
Active
Wessex Water
Metered · £38/mo direct debit
Active
BT Broadband
£44/mo · contract ends Aug 2026 · better deal likely
Review
HomeServe boiler cover
Renewed Mar 2026 · policy HS-441822
Active
Chubb monitored alarm
Quarterly service · last visit Feb 2026
Scheduled
Council Tax — Wiltshire
Band E · £2,414/year · 10 instalments
Paid to date
Professional advisers · 4 stored
Hughes & Co Solicitors
David Hughes · wills, property, LPA · 020 7946 0310
Key
Gateway Accounting
Priya Shah · self assessment & rental income
Key
L&C Mortgages
Helen Chen · mortgage broker · next review Jan 2026
Preference noted in Family plan · no pre-paid plan yet
Preference only
How the directory grows
Every provider you add is available to a trusted contact in the right moment — with the right number, the right reference and the right document already attached. Maya and Josh can also pull household-shared providers (their own GP, dentist) into their s’LiFe layers if useful. The directory stays private; nothing is shared externally without your confirmation.
Settings
Settings
Set how sAiFe works for you — wherever you are.
Country / Region
United Kingdom
Language
English
Selected Time Zone
GMT
Privacy & Security
Face ID / Biometric unlock
Require biometrics to open sAiFe
Emergency access
Allow trusted contacts to request access
Two-factor authentication
Extra verification on sign-in
Notifications
Expiry & renewal reminders
Policies, contracts & documents
Subscription savings alerts
When MySaiFe Agent spots savings
MySaiFe Agent insights
Weekly household summaries
Life modes
Travel mode
Passport, insurance, bookings, emergency contact and finance checks
Schooling mode
Term dates, holidays, inset days, parents’ evenings and school events
Connected Mail Accounts
Gmail
Connected for review-led household sync
Last checked 08:42
Outlook / Microsoft 365
Ready to connect next
Available
Suggested updates inbox
Nothing is filed without review in this beta concept
3 waiting
Subscription
Plan
Family · £15.99/mo
Next billing
15 May 2026
Members
3 of 6 used
Connected Mail
Connected Mail
A calm review layer for synchronized integration — helping sAiFe identify likely household records, suggest updates and keep important information aligned over time.
How this works
Review-led household sync
Connected sources are checked for likely records, renewals and important attachments. sAiFe surfaces suggestions first, then lets you confirm what should update the household record.
Beta
Gmail
Connected and reviewing selected household categories
Live concept
Last review
Important attachments and notices checked
08:42 GMT
Next source
Outlook / Microsoft 365
Ready
Current focus
Insurance, utilities, IDs and family essentials
4 categories
Suggested updates
Home insurance renewal found
Likely Property & Insurance update from connected Gmail
Churchill · 14 May
Utility bill updated
BT Full Fibre bill appears newer than the saved copy
Replace record?
Passport reminder identified
Family travel document may expire before summer plans
Hugo · 3 months
Sync controls
Only review chosen categories
Insurance, utilities, IDs and family essentials only
Require confirmation before saving
Keeps sync trustworthy and deliberate
Weekly sync summary
A calm household update from MySaiFe Agent
This screen demonstrates the connected sync experience and approval flow. Live account connection and background sync would be delivered in the build phase.
Step 1 of 5
Welcome
Let's set up your MySAiFe
A few gentle questions so we can shape the right household layer around you. Nothing is shared. You can change any of this later.
What we'll cover
Your detailsName, country and language so reminders feel local
1 min
Your household shapeWho lives with you, so MySAiFe knows where to start
1 min
Where to beginPick the area that feels most useful first
Pick the closest match. You can add, remove or change this anytime in People.
Household shape
Step 4 of 5
What would you like to start with?
Most people in our research wanted to focus on more than one thing, so go ahead — pick up to three. MySaiFe will weave them into your dashboard from day one.
Your priorities
0 of 3 chosen
Tap up to three. They’ll set the order of what appears first, what the Agent helps with first, and what the Family Pack draws on first.
Step 5 of 5
Add one thing you want to keep an eye on.
A car, a mortgage, a school, a pet, an account — anything you'd like the household layer to remember. Three short questions. You can edit it later.
Your first record
Nothing is shared. Only you can see this until you choose otherwise.
A quiet background tidy. Nothing urgent — just small things worth a glance, grouped so you can act on them or leave them.
How I workI only look at what you've stored. I suggest, never act on my own. Everything here can be turned off in Settings.
7noticed this week
4awaiting a nudge
3tidied already
sAiFe Agent · Spotted
Two Vodafone accounts on your records
One is Maya's £22/mo contract. The other looks like an old account from 2021 with no activity. Would you like me to flag it for closure or keep it archived?
sAiFe Agent · Tidying
Group these into your 2025/26 tax pack?
I've found 14 receipts, 2 rental statements and a pension summary that look like they belong together. I can label them and file them under the tax pack, ready for Priya when you're ready.
14 expense receipts
Repairs, letting agent fees, certificates
Found
2 rental statements
Flat 4 Belmont · 14a Grange Rd
Found
1 pension summary
Aviva Workplace · 2025/26
Found
sAiFe Agent · Preparing
MOT due Monday — I've pulled your records
Your Range Rover Sport MOT is booked for Monday 18 May. I've gathered the V5C, last year's advisories and service history into one place in case the garage asks.
Garage
Premier Service Centre, Bath
Booking reference
PSC-2026-0514
Last year's advisories
Rear brake pads — monitor
sAiFe Agent · Check-in
Your will hasn't been updated in 22 months
Last updated March 2024. Nothing wrong with that — but if Maya or Josh's circumstances have changed, or if your executors are still right, a quick review is sensible. I can prepare a summary of what's currently in there to share with Hughes & Co.
sAiFe Agent · Suggestion
Your fixed rate ends in 8 months
Lloyds 5-year fix ends 14 July 2026. Six months ahead feels like a good time to start comparing. Want me to prepare the pack Helen Chen (your broker) would want to see?
sAiFe Agent · Learning
Here's what's still missing
Based on what you've filed so far, these are the common next pieces a household typically adds. Nothing urgent — just so you can see the shape.
Josh’s s’LiFe layer is now linked
Household and s’LiFe records are quietly cross-referenced — passport, NHS, family beneficiary records all aligned
Synced
Secondary emergency contact
Sarah is primary · a second named person is usually added
Small gap
Digital legacy plan
Password vault recovery route not yet linked
Small gap
Already tidied this week
Three small things, done quietly
Grouped buildings insurance documents
Schedule, certificate and renewal letter now linked to the mortgage record
Done
Flagged the Grange Rd mortgage interest statement as late
Usually arrives in early April · I'll watch for it
Watching
Updated the direct-debit list
HSBC joint account · 7 outgoing now mapped to the Services hub
Mapped
Agent controls
Turn categories on or off
I'll only look at what you let me. Everything here is private to your household.
Spotted duplicates
Accounts or records that look like the same thing
Tidying offers
Grouping, filing, labelling into packs
Preparing for events
Renewals, MOTs, deadlines — I'll gather what you need ahead of time
Gentle check-ins
Things you may want to revisit — will, beneficiaries, contacts
Learning moments
Gentle prompts about common next pieces
What I never do
I never share records without your confirmation. I never message anyone on your behalf. I never act on financial, legal or medical matters autonomously. I don't guess — if I'm not sure, I say so.
Preview · v12
What the family receives
A calm, printable document. Three pages. No app needed by the recipient. Released only when you choose, to the person you choose.
MySAiFe · Family continuity pack
The first three calls
Page 1 of 3 Matthew & Sarah's household
If something has happened, this is the page to start with. The names below are listed in the order Matthew has chosen to be contacted. Take the calls one at a time — there is no rush.
First call
Sarah Wright
Spouse · primary household contact
07700 900 142
Sarah holds the joint HSBC account, the home safe combination, and a copy of the will. She can take the next steps from here.
Second call
Hughes & Co Solicitors
David Hughes · executor & will keeper
020 7946 0310
Holds the original will and Lasting Power of Attorney. Has acted for the household for nine years.
Third call
Parkside Practice
Family GP · Dr Henderson
01225 421 987
Holds the family medical records. Maya and Josh are registered here.
If out of hours
NHS 111 for medical guidance · 999 for emergencies
Please do not feel you must work down the list quickly. Matthew chose this order so that one trusted person could take over from the others.
MySAiFe · Family continuity pack
Will, estate and policies
Page 2 of 3 Matthew & Sarah's household
A summary of where the legal documents live and which policies to reference. Hughes & Co will guide the executors through the rest.
The will
Original location
With Hughes & Co · ref WL/MW-2024
Copy location
Home safe · combination held by Sarah
Last updated
March 2024
Executors
Sarah (spouse) · David Hughes (solicitor)
Lasting Power of Attorney
Registered · Sarah named as attorney
Life & protection policies
Aviva life cover
£250,000 · policy AV-2018-44A · beneficiaries via expression of wish
L&G mortgage cover
£250,000 · linked to Lloyds mortgage · expires with mortgage 2046
Death-in-service
Foreland Ltd HR · 4× salary · contact Maria Cole
Pensions
Aviva Workplace Pension
≈ £85,000 · expression of wish updated Feb 2026
Beneficiaries
Sarah 70% · Maya 15% in trust to 25 · Josh 15% in trust to 25
Older workplace pots
2 pots flagged for consolidation · details in Vault
State pension
28/35 qualifying years · forecast available via gov.uk
Property & mortgage
Mortgage
Lloyds · balance £242,180 · fix ends 14 July 2026
Direct debit
From HSBC joint account · 28th of month
Buildings insurance
Aviva · renews 12 October 2026
Title deeds
Held at Hughes & Co
MySAiFe · Family continuity pack
Practical notes
Page 3 of 3 Matthew & Sarah's household
The smaller things that keep a household running. None of these are urgent — they are here so nobody has to guess.
The children
Maya · 22
First full-time job at Oxford Health NHS · own MySaiFe via s’LiFe
Josh · 19
Second year of Thales apprenticeship · houseshare in Reading · own s’LiFe
Their household share
Records still held this side: passport references, NHS numbers, beneficiary shares
Their independent records
Tenancies, payslips, student loans & first cars sit in their own s’LiFe layers
The pets
Cats
Monty & Pickle · microchip refs in Vault
Vet
Bath Veterinary Group · 01225 444 100
Food
Applaws · ordered monthly via Pets at Home subscription
Money & bills
Joint account
HSBC · all household direct debits run from here
Direct debits
7 outgoing · full list in MySAiFe Services hub
Energy
Octopus Agile · account 2249107 · smart meter
Council tax
Wiltshire band E · paid in 10 instalments
Funeral wishes
Type
Cremation preferred · humanist celebrant
Tone
Quiet, family only
Director
Co-op Funeralcare, Trowbridge
Music
Clair de Lune · Sigur Rós, Hoppípolla
Donations
In lieu of flowers, to British Heart Foundation
Scatter
Tywi Valley, Carmarthenshire
Generated by MySAiFe · Pack version 12 · 24 April 2026
Released to Sarah Wright as primary household contact · Hughes & Co notified
Sharing
This pack is private until you choose to share it
It can be released to one named person now (so they can keep a copy in case it's ever needed) or held back until a defined trigger — for example, MySAiFe receiving confirmation through your trusted contacts.
A note on tone
This pack is written to be read once, calmly, in a difficult moment. It does not include legal language, urgency or instruction. The names, numbers and references on these pages are intended to give the family a starting point — not a checklist.
Pricing
Which plan fits us?
Three plans. One household. Pick the closest match — you can move between them at any time.
Tell me about your household
And how many trusted contacts?
People you’d give some level of access to — partner, solicitor, accountant, parent, adult child. Trusted contacts count toward the people limit on the Household plan.
Tap a household to see which plan is the most natural fit. Nothing is selected for you yet.
For you
£6.99/mo
1 person Personal records, reminders and trusted access for one named contact.
or £69/year — saves £14.88
For your household
£15.99/mo
5 people total Mix of household members and trusted contacts — your choice. Shared visibility, continuity planning and broader family access.
or £159/year — saves £32.88
What counts as a person? Anyone given access to your records — that includes you and your partner if they edit, plus solicitor, accountant, parents, adult children. The five-person limit is total, not per-role.
For your whole life
Most complete
£29.99/mo
Unlimited family members Everything in Household, plus advanced sharing rules, formal release triggers, adviser handoff, multi-year archive and concierge setup.
or £299/year — saves £60.88
What's included
Three plans, grouped by what they add
Each tier inherits everything from the one below, plus the items in its section.
Concierge setup (a real human helps with the first 10 records)
Once, on signup
Document storage
100 GB shared
Priority support
UK humans, < 4 hours
Add-ons available on any plan
À la carte, when you need it
Bolt these on to any tier. Nothing is bundled in by default — pay only for what you use.
Tax pack pro
Multi-year archive · accountant integration · pro-forma export for self-assessment
+£3.99/mo
Document handover
Encrypted, expiring links direct to your solicitor or accountant — receipts logged in your timeline
+£2.99/mo
Extended Vault storage
Add 25 GB per pack — for households with lots of scanned documents
+£1.99/mo
Concierge setup
A real human walks you through your first 10 records on a video call · one-off · included on Whole life
£49 once
Working it out · couple, no trusted contacts
Two people, no third party yet — partner just wants to be reachable if anything happens. Honest comparison:
Two For-You plans · £13.98/mo
Each of you keeps your own records separately. No shared visibility, no joint editing. If something happens to one of you, the other has to be invited as a trusted contact to see anything.
One Household plan · £15.99/mo · £2.01/mo more, much more useful
Both of you can edit. Records you both care about (mortgage, kids, pets, holidays) sit in one shared layer. Three more spots open for trusted contacts when you need them — solicitor, accountant, parent.
Working it out · couple with 4 trusted contacts
A couple with 4 trusted contacts — partner, solicitor, accountant, parent — would normally pick Household at £15.99/mo (5 people total). If you want a sixth, or want adviser handoff and formal release triggers, move to Whole life at £29.99/mo.
Common questions
The things people ask first
What if my mum doesn't have a smartphone?
She doesn't need one. Records about her can sit on the household plan, kept by you. The Family Pack she might need is delivered as a calm, printable document — no app required.
Can I start solo and upgrade later?
Yes. Everything you've built on the £6.99 plan moves with you. Nothing has to be re-entered. The upgrade is one tap.
Can my partner edit too, or just see?
On the household plan, both of you can edit — and you control which records they can see, edit, or release. The defaults are sensible; you can tighten them at any point.
What happens if I cancel?
Your records are exported cleanly as PDFs and a structured JSON file before the account closes. Nothing is held hostage.
Is there a free trial?
Yes — 30 days, no card needed to start. The Family Pack release feature is the only thing kept behind the paid plan.
Annual or monthly?
Either. Annual saves around 14% on both plans. Switch from one to the other at any renewal.
It's just me and my partner — which plan?
Most couples do best on Household at £15.99/mo. Two separate For-You plans cost £13.98/mo, but you'd have separate accounts with no shared visibility — each of you would have to invite the other as a trusted contact to see anything. The £2.01/mo difference buys joint editing, one shared layer, and 3 spare seats for a solicitor, accountant or parent later.
More than five people in our household?
Move to For your whole life at £29.99/mo — unlimited family members, plus the advanced sharing rules and formal release triggers that larger households tend to need. No per-person fees.
Reassurance
No surprises
Cancel any time
Monthly plans cancel at the next billing date · annual plans refund pro-rata for the unused period
Plain
Your data is yours
Export to PDF and structured JSON whenever you want · we don't sell anything to anyone
Promise
UK-based, GDPR-compliant
Records stored in the UK · processed under UK GDPR · audited annually
UK
No ads, no tracking
Your records exist to help your household. They are never used to target advertising or train external models
Quiet
Activity timeline
Everything that has happened
A quiet record of what your MySaiFe has been doing — what you’ve added, what the Agent has tidied, and what trusted people have seen. Nothing here is shared externally.
3actions today
5this week
18last 30 days
Today
Friday 25 April 2026
3 entries
Your first record added
“HSBC joint current account” — saved during onboarding.
Today · 09:14 · You
sAiFe Agent noticed a duplicate Vodafone account
Maya’s £22/mo contract is active. A second Vodafone account from 2021 has had no activity. The Agent flagged it for review.
Today · 08:37 · sAiFe Agent
Settings: notification preferences updated
Expiry & renewal reminders set to weekly. Agent insights kept on.
Today · 08:21 · You
This week
Last 7 days
5 entries
Sarah signed in for the first time
Joined the household as primary trusted contact. Granted view access to: emergency essentials, will reference, key contacts.
3 days ago · Wed 22 April · Sarah Wright
MOT bundle prepared
V5C, last year’s advisories and service history gathered into one place ahead of Monday’s booking at Premier Service Centre, Bath.
3 days ago · Wed 22 April · sAiFe Agent
Annual buildings insurance schedule linked
Aviva renewal documentation grouped with the mortgage record. Renews 12 October 2026.
4 days ago · Tue 21 April · sAiFe Agent
School-run rota added
Helen Boyd noted as backup for Maya and Josh. Phone number stored in People hub.
5 days ago · Mon 20 April · You
Will review nudge
The Agent flagged that the will hasn’t been updated in 22 months. Last revision: March 2024.
6 days ago · Sun 19 April · sAiFe Agent
Earlier this month
April 2026
5 entries
Aviva pension expression of wish updated
Beneficiaries set: Sarah 70%, Maya 15% in trust to 25, Josh 15% in trust to 25. Acknowledgement received from scheme.
12 April · You + adviser
17 records grouped into 2025/26 tax pack
14 expense receipts, 2 rental statements and a pension summary. Pack ready to share with Priya at Gateway Accounting.
8 April · sAiFe Agent
Lifestyle: subscriptions audit
9 active subscriptions checked. Spotify and Apple Music both running — flagged for review.
5 April · sAiFe Agent
Family Pack version 12 prepared
Three-page printable continuity pack ready for review. Held back until release is triggered.
3 April · You
Maya’s passport renewal flagged
Expires September 2026. HMPO currently quoting up to 10 weeks. Agent will start a renewal pack on request.
1 April · sAiFe Agent
Earlier
Since March 2026 — when MySaiFe was set up
5 entries
MySaiFe account created
Matthew Wright joined. UK · GMT · English. Onboarding completed in 6 minutes 12 seconds.
March · 22 days ago · You
Hughes & Co linked as solicitor
Will (ref WL/MW-2024) and Lasting Power of Attorney records pointed to David Hughes. Last contact: March 2024.
March · 21 days ago · You
Lloyds mortgage record added
5-year fix · 4.29% · balance £242,180 · fix ends 14 July 2026. Direct debit from HSBC joint account.
L&C Mortgages. Next scheduled review: January 2027.
March · 19 days ago · You
How the timeline works
Every action is logged with who took it (you, a trusted contact, or the sAiFe Agent) and what it touched. You can filter, export or share the timeline at any point.
Privacy
This timeline is private to your household. Trusted contacts only see entries that involve them. The sAiFe Agent only acts on records you have stored — and every action it takes appears here, named and timestamped, so nothing is hidden.
Vault item
Will & estate · 1 of 3
Last will & testament
A simple readable record showing where the original is held, who has access, and what happens on release.
Original location
Hughes & Co Solicitors · ref WL/MW-2024
Copy location
Home safe · combination held by Sarah
Last updated
March 2024
Document pages
11 pages
Encryption
AES-256 · UK storage
Who can see this record
Three people · two view-only · one on release
👩🏻
Sarah Wright
Spouse · view-only on locator only
View
👨🏼
David Hughes
Solicitor · holds original · view-only on copy
View
👵🏻
Mary Wright
Matthew’s mother · receives notice on release
On release
What happens on release
Three concrete steps
Hughes & Co notified
A signed letter goes to David Hughes confirming the release. Hughes & Co already hold the original.
Step 1
Sarah receives the locator
Sarah is sent the safe combination and the will’s reference number. The original is then collected by her or by the executor.
Step 2
Family Pack page 2 unlocked
The will reference becomes part of the printable Family Pack. The pack now includes the locator information that was previously private.
Step 3
Linked records
Other Vault items connected to this one
Lasting Power of Attorney
Same solicitor · Sarah named →
Aviva pension expression of wish
Beneficiaries align with will →
Aviva life cover £250k
Policy referenced in will →
Family continuity pack
Page 2 references this will →
Recent activity
When this record was touched
March · 22 days ago
David Hughes granted view-only on locator
March 2024
Will revised at Hughes & Co · current version
November 2022
Will originally drafted with Sarah present
Reminder
Last review was 22 months ago
Wills typically benefit from a review every 2–3 years, or after life changes (a new home, a new job, a child reaching 18). Nothing is wrong with yours — but a quick review with David Hughes is sensible.
Not legal advice
MySaiFe stores a reference to your will and notes about who holds it. It does not draft, witness, store the original, or interpret your will. For legal arrangements, speak to your solicitor.
Maya’s s’LiFe
Sub-product · s’LiFe by MySaiFe
A separate, slimmer shell for Maya — built for the first jobs, first tenancies, first MOTs. Maya runs this; the household keeps a quiet thread to passport, NHS and beneficiary references.
Josh’s s’LiFe
Sub-product · s’LiFe by MySaiFe
A separate, slimmer shell for Josh — built for the first jobs, first tenancies, first MOTs. Josh runs this; the household keeps a quiet thread to passport, NHS and beneficiary references.
Family continuity pack
Wishes, who to call first, key policy references and practical family guidance now sit together in one protected place.
Alerts
URGENT
MOT due in 12 days
Range Rover Sport — expires 18 May 2026. Book now to avoid expiry.
⚠️ Action needed by 18 May 2026
Home insurance renews in 8 days
Churchill — £847/yr. Your Agent found a comparable policy for £694. Tap to compare.
⚠️ Renews 14 May 2026
THIS MONTH
EE contract ends 21 June
Matthew's mobile — SIM-only deal. 3 better deals identified. Check now to avoid auto-renewal.
📱 21 June 2026
Maya's passport expires in 4 months
Expires September 2026. Renewal takes 10 weeks. Maya manages this in her own s’LiFe — household has flagged it for her.
🛂 September 2026
SAVINGS SPOTTED
Duplicate subscriptions detected
Spotify + Apple Music both active. Potential saving: £10.99/month.
💚 Tap to review
Better broadband deal available
Sky Ultrafast: £14/month cheaper than BT renewal price. Switch before contract ends.
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