Help to secure your financial future
Whatever goals you have for the future, we're by your side to help with our range of products, services, tools and more. Our Financial Future Hub puts your options in one place to help you find the information that best suits your needs.
Have confidence to plan ahead, whatever stage of life you're at.
Narrow down your options from our range of products.
Tools and tips that could help you plan your finances.
Information to help you set your financial goals.
When you’re living a busy life, it’s not always easy to focus on the future, but it’s important to plan ahead. Whether you are nearing retirement, far from it, or already retired – together with our pensions expert Scottish Widows, we could help you make the most of your options.
Help with planning ahead
Right now, your retirement may seem far away and other things may take precedence. However, prioritising putting money away into a pension is important to secure your future.
Preparing to retire?
You may be excited about retiring soon or uncertain of what the future holds. Read our tips around retirement to help you consider your pension and ensure you’re retirement ready.
Combine your pensions
With a varied working life, our pension pots can end up in different places. Bringing your pensions together can make managing them easier and you could pay less in fees and charges.
Whether you’re putting that first foot on the property ladder, already have a mortgage, are renting, own a property, or own multiple properties, we can help you take the next step. We are proud to offer mortgages provided by Halifax.
You could lose your home if you do not keep up mortgage repayments.
Wherever you want to be, the right advice could help you get there. That’s why we’ve partnered with Schroders Personal Wealth, to give more of our customers access to wealth management and financial advice. A Schroders Personal Wealth Adviser will ask about your personal circumstances and aspirations, and develop a plan you can have confidence in.
Pass on your wealth
Make arrangements for passing on your wealth in a tax-efficient manner. Expertise from a wealth adviser could help you do so more effectively and give you greater peace of mind.
Savings accounts offer a low-risk, safe and accessible way for you to look after your money. However, if interest rates reduce, your returns may be affected. If you are looking for a higher return on your money you might want to consider investing. There is a higher level of risk involved, but it could help your money grow faster.
Remember: When investing, your capital is at risk. If you are unsure about investing, seek independent advice. Tax treatment is subject to your individual circumstances and is subject to change in the future.
Ways to invest
There’s a wide range of options to suit all levels of investment experience. Choose to manage your own investment portfolio or select a risk level and let us do it for you.