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My Money Review

Your My Money Review is more than just a conversation. It’s a brand-new way of looking at your savings, a plan of action with specific recommendations just for you.

We’ll talk through the ways you could get your money making money - whether that’s moving your savings to get more interest or taking advantage of your tax-free allowance. We could also arrange for you to speak to one of our Financial Advisers to discuss things like pensions and investments if you're happy taking some risk with your money.

What is a My Money Review?

It's a new service where our experienced colleagues will talk to you about your short, medium and long term goals for your money and then provide their recommendations. The conversation is led by you and we can advise on our range of savings products which we believe could help you make your money work harder.

  • Free appointment

    It's a friendly conversation between you and one of our experienced colleagues.

  • In branch, by phone or video link

    Choose to have your review whichever way suits you best.

  • Only takes an hour

    An opportunity to discuss the goals you have for your money.

  • No pressure promise

    Take your time and get back to us when you've decided.

Why book a My Money Review?

Life very rarely stands still. And with the current high cost of living, you might need to look at things a little differently so you’re still heading in the right direction with your money.

Here are just a few of the ways our experienced colleagues could help:

  • Building a ‘just in case’ fund
  • Making more of your money
  • Saving to help loved ones
  • Planning for your retirement

My Money Review in five simple steps

  1. Fill in the form below to book a My Money Review and we'll be in touch by telephone to arrange your appointment
  2. Talk to one of our experienced colleagues about your wants, needs and any plans you have for your money
  3. We'll give you tailored information based on what you have told us, with no pressure to decide
  4. Once your review is complete we'll send you your M&S gift card (see below for terms & conditions)
  5. Take the time you need to make decisions and let us know if we can help – no pressure!

Claim your free £10 M&S Gift Card

To claim your £10 M&S Gift Card, complete your appointment before the date shown on your My Money Review letter or email. Remember to mention the offer when you book.

Not in conjunction with any other offer. See below for terms and conditions.

Book your free appointment

Alternatively, you can call us on 0345 600 6857

Why we need to know your address

We need your address in order to book your My Money Review and to check if you're already a customer, we will only use your details to contact you about your appointment.

We'll give you options, answers and the time you need.

We won’t pressure you into taking our products or services, or recommend anything that we don’t think is right for you. That’s a promise to you from everyone who works at Skipton.

Our No Pressure Promise
No Pressure Promise

Terms and Conditions

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Free £10 M&S Gift Card terms and conditions

  1. This offer is only open to Skipton Building Society customers who received the offer and completed a My Money Review appointment by the date detailed in their My Money Review email or letter.
  2. You will be provided with details of how to claim your Gift Card at the end of your My Money Review. You must claim your Gift Card by the date detailed in the information provided to you. You will not be able to claim your Gift Card after this date.
  3. This offer is provided by Skipton Building Society and administered by The Marketing Lounge Partnership (MLP), The Cow Shed, Walnut Tree Farm, Lower Stretton, Cheshire, WA4 4PG.
  4. Gift Cards and e-gift cards can be redeemed at M&S stores in the United Kingdom, Eire and the Channel Islands (including Outlets but excluding BP stores) and online (subject to website terms and conditions). They may be exchanged for goods of a higher price than the face value of the card on payment of the difference.
  5. Gift Cards and e-gift cards cannot be exchanged for cash or used to pay for M&S Bank services, products or outstanding card balances, made to measure shirts, Lunch to Go, personalised cards or M&S Energy or to buy another Gift Card or e-gift card.
  6. Gift Cards and e-gift cards can be activated with a minimum value of £1 and a maximum load value of £1000.
  7. Gift Cards and e-gift cards, or a combination of, are restricted to a maximum of five that can be redeemed in any one transaction online.
  8. Gift Cards and e-gift cards are valid for the period which is the later of (i) 24 months from the date of issue, or (ii) 24 months from the date of the last transaction. After the expiry of this period any remaining balance will be cancelled. Balance enquiries can be obtained online or by calling 0333 014 8777 for the UK and Channel Islands (local rates apply) or 1890 719380 for Eire (mobile rates may vary).
  9. If any item purchased with a Gift Card or e-gift card is subsequently exchanged for an item of a lower price or refunded, any money owing will be added to the remaining balance on the card.
  10. If you do not spend the entire balance on the Gift Card/e-gift card, the remaining balance will be updated after each transaction. If spent in store, the remaining balance is shown on your printed till receipt.
  11. Gift Cards and e-gift cards should be treated as cash. They are not cheque guarantee, credit or charge cards. M&S will not accept liability for lost, stolen or damaged cards.
  12. Gift Cards and e-gift cards cannot be returned or refunded, except in accordance with your statutory rights, for example in the event they are not of satisfactory quality.
  13. M&S reserves the right to amend the terms and conditions of Gift Cards and e-gift cards at any time and to take appropriate action, including the cancellation of the card, if, in its discretion, it deems such action necessary. This does not affect your statutory rights.
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Your personal data

  1. Skipton Building Society is the data controller. We are responsible for the information we collect, hold, share and use about you.
  2. When you claim your gift card at www.skiptonrewards.co.uk/gift, you will be asked to provide The Marketing Lounge Partnership (who are administrating the offer) with your name and relevant contact details. We will also securely share with them your customer reference number. This information is required for the administration of the M&S Gift Card offer.
  3. For more information on how we use your data; who it is shared with and why, how long it is kept, your rights and how to exercise them, visit our full Data Privacy Notice or ask in branch or call us for a copy.

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Site intended for UK residents only. Skipton Building Society is a member of the Building Societies Association. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, under registration number 153706, for accepting deposits, advising on and arranging mortgages and providing Restricted financial advice.
Principal Office, The Bailey, Skipton, North Yorkshire, BD23 1DN.

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