Why book a My Review?
Many of our customers use our 'My Review' service to talk about their financial plans. These are some of the questions they ask us:
What can I achieve in a My Review?
My Review is a chance to talk about your money, whether it’s your savings, retirement funds or the legacy you want to leave for your loved ones. We can help check if your money is on track to reach your savings goals. And, if after the conversation we feel you could benefit from financial advice we can make an appointment for you to speak to one of our Financial Advisers.
When will interest rates go up?
All signs point to it being a low interest rate environment for a while. We’ll use your ‘My Review’ conversation to talk about your goals and check if you’ve got the right balance savings for you.
What's the best way to save for my children's future?
Everyone has different goals. We can talk about what your savings are for and we could help you put a plan together to suit you and your family's future.
What can I do now, so I don't burden my children in the future?
We can talk to you about legacy planning and help you put plans in place that are right for you and your family. If you want, we can refer you to our partners for Will writing or to talk to you about Power of Attorney or funeral planning (if appropriate). We can also help you take out a funeral plan or book an appointment for you to speak to one of our financial advisers to discuss inheritance tax if it's relevant to you.
How safe is my money?
We've been helping people save since 1853 and have weathered a few storms along the way. Over a million customers trust us as a good place for their money and your eligible deposits with Skipton Building Society are protected up to a total of £85,000 by the Financial Services Compensation Scheme. Visit fscs.org.uk for full details.