Cash Plan Renewals

What’s changing?

From 24 May 2026, we’re introducing some positive improvements based on your feedback that make managing Cash Plan renewals simpler and more efficient for you and your clients.

You said,
We Did: Extended lead time

You said,
You asked for more time to manage Cash Plan renewals and submit changes accurately.

We did,
We understand that you need longer lead times to negotiate on your renewals. This change gives clients more time, especially flex clients. The process previously relied on employees choosing their options within 62 days, but this has now been extended to 90 days, giving members extra time and allowing us to receive the full file and action accordingly.

Therefore, we’re extending our lead time from 62 days to 90 days.

This means:

• More time to negotiate renewal terms
• More time to review and submit any changes to renewal details
• A smoother renewal experience for your clients

Amending cover details at renewal

We’ve streamlined our systems to make amending cover details at renewal quicker and more reliable.

To make sure this improvement works as intended, we need your support.

What you need to do

• Please send any updates to Cash Plan renewals using the attached format. This template can also be found on Connect.
• This helps us process changes accurately and avoid delays

Using the new format ensures we can process changes accurately and avoid delays through less follow-ups and enabling a smoother journey for you and your clients.

You Said,
We Did: Monthly Invoicing

You Said
You asked for monthly invoices to include more identifiable information and be presented in an excel format instead of PDF.

We Did
We understand that the PDF format of the monthly invoicing along with limited employee information can make reconciling your accounts difficult and time consuming. This often relied on converting documents to excel format and comparing it with a separate membership list which contained more specific data.

The format of the documents within the invoice has been amended as follows:

• Document 1: The Group Invoice document remains as a PDF.
• Document 2: Group Invoice Detail document detailing individual members of the scheme will change from PDF to Excel format. It will now include Payroll Reference and Individual Cover Level for each member.
• Document Three: The Statement of Account will remain as a PDF.

This new invoice will also be downloadable from Bupa Connect.

Anything else we need to know?

For groups of up to and including 299 employees, the renewal quote can still be accepted via Connect if no changes are required. For any groups of 300+ employees, please continue to liaise with us through the renewals mailbox (Mailbox to follow).

Questions?

If you have any questions about these changes or the required format, please contact your usual intermediary support channel.