Financial Planning

Made Easy

Effortless Money Management

The 1Legacy app simplifies financial planning, making it straightforward and accessible for everyone.

It’s like having a financial assistant in your pocket, helping you keep an eye on your money, set achievable goals, and plan for a comfy retirement.

With easy-to-use features and dashboard views, you can get a clear picture of your finances and make smarter decisions.

Start Exploring:

From setting budgets and goals to forecasting your financial future, finding missing pensions and so much more. Discover how simple it is to make informed decisions and plan for a secure tomorrow.

Download the App

First, download the 1Legacy app from your app store. A straightforward setup gets you ready to take control of your financial planning with just a few taps.

Step 1

Connect Your Accounts

Link your bank and financial accounts securely within the app. This unified view makes managing your money easier and paves the way for insightful financial planning.

Step 2

Start Exploring

Now, dive into our financial planning tools. From setting budgets and goals to forecasting your financial future, finding missing pensions and so much more. Discover how simple it is to make informed decisions and plan for a secure tomorrow.

Step 3

Explore Features

Financial Overview

Get a clear view of your financial situation with our straightforward financial dashboard, showing you where you stand today and helping you plan for tomorrow.

Payment Management

Keeping on top of your bills and regular payments shouldn’t be a headache. Our app simplifies it, so you’ve got one less thing to worry about. Smooth and stress-free money management. Who’d have thought it?

Legacy Milestones Tracker

Allows you to set and track significant legacy planning milestones, offering reminders and progress updates to keep legacy goals on track.

Insightful Analysis

Ever wanted a clearer picture of your spending or how you can save more effectively? We’ve got you covered with tools that break it all down, helping you make sense of your money in plain English.

Advanced Planning Tools

Thinking about the future? Our advanced tools, from retirement planning to finding pensions, make it easy to get all your ducks in a row, ensuring you’re well-prepared for the years ahead.

Connectivity & Security

Safely store important documents and share access with chosen family members or advisors, providing them with necessary information while maintaining control over who sees what.

Why Download the 1Legacy App?

The 1Legacy app brings financial and legacy planning into clear focus, stripping away complexity to offer straightforward tools and solutions.
Tailored for anyone looking to safeguard their future, it simplifies the journey to securing your legacy, ensuring what's important to you is always protected.
And with everything in one place, you’ll wonder how you ever managed without it.

Testimonials

Hear from some of our satisfied customers who use 1Legacy to gain clarity and purpose in their life plans.

Neil Harding

“This is a great product for keeping track of spending across multiple bank accounts and credit cards. It's quick and easy to set up, and ongoing categorisation of each transaction is simple. It's well worth the modest cost to keep a 360-degree view of your finances.”

David Plimbley

“Keeping track of all my pensions and investments is really handy, as you lose information as you trade funds around or sell shares. So getting your portfolio history tracked via an external tool is mightily helpful”

Thomas Kupai

“Fantastic tool to quickly keep tabs on your finances, plan for your future and save money. Couldn't recommend more.”

Frequently Asked Questions

For more FAQs and support, visit our support page.

UKLegalwills and 1Legacy

UKLegalWills is the leader of Will providers in the UK, with over 650,000 wills and many successful probate scenarios. 1Legacy has partnered with UKLegalWills to enable savings of 20% of the average rates available. This is just one of the many ways that 1Legacy wants to assist its customers in their legacy planning and enablement journey

How do I connect an account?

Connect your account to 1Legacy via the “Accounts and assets” section or the “Connections” section. We have provided guidance for both below.

Accounts and Assets

Head to “My Money”, select “Accounts and assets” then select the + icon in the top right-hand corner of the screen. In the next screen, select “Add an account”.

Connections

Head to “My Money”, select “Connections”, and then “Add Connection”.

What next?

For either route, in the next screen, you will have the option to enter the name of your provider in the search field or select from the list of providers.

Once you have selected your provider, please select the type of account you wish to connect. Have your account login credentials to hand as you will then be asked to provide these.

Voila! You should now be connected.

You can manage your connection within the app by selecting your account from the “Accounts and assets” section and selecting “Manage Connection”.

If your provider is not available, it is likely they are not supported. If this is the case, send your site requests to our friendly support team!

How can I track my spending & income?

The spending and income analysis tools use your spending activity to build an accurate financial picture. This helps you to make informed decisions about your financial future.

Both work in a very similar way, the only difference is “Spending analysis” shows you what is going out of your account and “Income analysis” shows you what is going into your account.

You can view the amount of income or expenditure in the analysis tools across a range of categories within a specified period of time, and also see a direct comparison with how this month’s activity compares with the previous month.

To view income or expenditure for a particular account, select the “All accounts” dropdown menu and select the account you would like to see the analysis for.

The analysis tools default view shows the calendar month. You can view previous months using the navigation arrows or you can customise the date range by selecting the Month view dropdown menu, then Custom and enter your required date.

The graphs at the top of the screen will also let you know if your total income or expenditure is up or down compared to the previous month. Toggle between the graphs to get further insight, including comparing income and expenditure over a six-month period.

How do Payments work and is it safe?

The payments feature uses Open Banking payments, which is regulated by the FCA and is one of the safest forms of payments, as each payment requires you to perform strong customer authentication. 1Legacy nor Moneyhub collects your banking credentials and can’t make a payment on your behalf, we securely communicate with your bank to tell them what payment you want to make and then redirect you to your bank to authorise that payment.

When you request to make a payment in 1Legacy, powered by Moneyhub, you will be then transferred to your banking provider’s website or app to authorise that transaction. Neither 1Legacy, Moneyhub or any other individual can make payments on your behalf via Moneyhub.

If you see a transaction on your bank account that you didn’t initiate with Moneyhub, then please contact your banking provider directly who is responsible for addressing the issue.

Can Moneyhub make a payment without my permission?

No, Moneyhub doesn’t collect your banking credentials and can’t make a payment on your behalf. We securely communicate with your bank to tell them what payment you want to make and then redirect you to your bank to authorise that payment.

Which accounts can I make a payment to and from?

You can transfer money between current accounts connected to Moneyhub via Open Banking.

If your account isn’t a current account or is manually connected, as long as the account has a sort code and account number, you can make payments to these accounts using the Add contact option. This option is an excellent way to:

Pay friends or family

Pay into an account that is not connected via Open Banking such as pensions or savings.

Add Contact

Head to the Payments section of the app, select Contacts then Add contact. In the next screen, you’ll be asked to provide details such as account number and sort code. Once you have entered all the details, select Save.

Pay a Contact

Within the Payments section of the app, select the account you would like to make the payment from then select Pay from. In the next screen, select Pick a Payee, then contacts, and then select the account you’d like to pay into. In the next screen enter details such as reference and amount and select Make Payment.

1Legacy

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Begin your legacy journey today and start living with clarity and purpose.

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