Competition & Promotions Terms and Conditions

Competition and Promotional Offers – Terms & Conditions

T&Cs applying to all Promotional Offers

(These do not apply to Competition T&Cs – please see individual Competition T&Cs below)

1. Only one promotional offer or discount code can be applied to a single commercial motor policy purchase at a time and unless explicitly stated promotional offers are for clients that are new to Plan Insurance Brokers.

2. On promotions offering free supplementary “add-on” products such as breakdown cover, guaranteed vehicle hire, excess protection etc. the promotional offer must be included in conjunction with the purchase of a commercial motor insurance policy, at the time of purchase. This fact will have been stated in the wording of the advertisement.

3. No cash equivalent will be offered in exchange for a “Refer a Friend” discount or any other promotional offers.

4. Discounts can only be applied when the cost of the policy being purchased exceeds £500.

5. If a free fuel voucher offer is claimed this voucher may be in the form of a supermarket gift card. This voucher will be eligible for use at the supermarket chain’s petrol stations. Plan will not restrict you to spend the voucher on fuel purchases. The voucher can be exchanged in store as per the store’s terms and conditions.


Promotional Offer – PLANBACK50 T&Cs

1. This discount code can only be used by customers who do not currently hold a policy with Plan Insurance Brokers.

2. This discount code can only be used by customers who are taking out a new Commercial, Motor Trade, Taxi or Taxi Black Cab policy.

3. This discount code can only be used once per customer, and only once per policy.

4. The maximum value of this discount is £50.

5. Plan Insurance Brokers reserve the right to pull this offer any time without notice.

6. Plan Insurance Brokers reserve the right to reject the use of this voucher code under any circumstances.

7. This discount code has no cash alternative and if you cancel your policy this discount will be calculated and deducted from your refund.

8. This discount code can only be used on your initial policy and if you chose to renew with us there will be no discount relating to this voucher code.

9. This discount code cannot be applied to a policy that has already been taken out.

10. This voucher code can only be applied to policies with a premium of £400 or greater.


Promotional Offer – Refer a Friend T&Cs

1. All Plan clients can participate in the Refer a Friend campaign and become Referrers to friends , family  and business contacts who are not already Plan customers (“Friends”).

2. In order for Refer a Friend credits to be added to the Referrer’s client record, Friends must provide the following details:

  • The clients name
  • in addition to this, one of the following details:
    • Address/Post code
    • Customer Reference Number

The referred Friend must subsequently take out a new policy with The Plan Group Ltd with a value in excess of £400 for the referral credit to be accrued by the Referrer. The Referrer can then apply this credit to their policy renewal arranged via The Plan Group Ltd.

3. A Referrer will never be required to share confidential information in order for the credit to be correctly allocated.

4. Due to data protection laws, we cannot share any information with a Refer a Friend Referrer regarding contacts or friends that they believe they are due credit for. However, we can confirm the amount of credit that has been accrued on a Referrer’s account.

5. There is no limit to the number of Refer a Friend referral credits a Referrer may acquire. However, the amount of credit that can be applied cannot exceed the value of the Referrer’s renewal premium.

6. Remaining credit after the renewal of a Referrer’s policy cannot be carried over to the new policy period.

7. If you choose not to renew your policy with Plan, your Refer a Friend credit will expire with immediate effect.

8. Qualifying Purchases: The Refer a Friend offer can only be applied if the Friend is not an existing Plan customer and when the policy they purchase is a new policy, exceeding £500.

9. A Refer a Friend discount cannot be applied to an existing policy mid-term.

10. Refer a Friend discounts arranged on or before 16th March 2021 will be at the value of £25 per policy referred, and Refer a Friend discounts arranged on or after 17th March 2021 will be at the value of £50 per policy referred.


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