Financial Future Hub

Financial Future Hub

Plan ahead with confidence, whatever stage of life you’re at. We’ve got the tools and services to help you, all in one place.

Expert financial advice | Financial Future | Bank of Scotland

Start planning

Choose from the list of topics to start planning your future.

Help from a professional:

Expert finanical advice

Getting the right advice can make all the difference. That’s why we’ve partnered with Schroders Personal Wealth to give you access to their expert advisers. 

Am I eligible?

You’ll need to have at least £100,000 of sole/joint savings, investments and/or personal pensions, and/or £100,000 of sole annual income. 

Check eligibility

How much does it cost?

It all starts with a free, no-obligation consultation. You’ll only pay an agreed fee if you want to go ahead with the advice. 

What you'll pay

Pension planning

Plan for greater financial freedom in your retirement. Access expert advice to plan for your pension. 

Pension advice

Investment management

Even in a volatile market with low interest rates, find out how Schroders Personal Wealth could help you grow your wealth.

Get expert advice

Inheritance

Help to pass on your wealth to your family, or other beneficiaries, in a tax-efficient way.  

Pass on your wealth

Protect you and your family

Protection for peace of mind. Schroders Personal Wealth won’t take a commission for getting you and your family protected. 

About protection

Talk to an expert

Speak to a Schroders Personal Wealth adviser from the comfort of your own home. It’s easy to do via our online video chat or by phone. Book your free, no obligation appointment.  

Book your appointment