My Review

What are your future goals?

We can help you check if your money is on track to meet your goals.

A My Review is an opportunity to discuss the goals you have for your money in a friendly conversation. If you feel like you’re a little off course or you need to refocus, this is a great chance to get help on a range of subjects including savings, retirement planning, writing a Will and leaving a legacy, And even though we’ve had to temporarily cancel appointments in branch because of COVID-19, you can still expect a personal service via Skipton Link, our online video appointment service or over the phone.

Step 1

Call us or book a time for us to call you back so we can arrange a time for your video or phone appointment.

Step 2

Have your face to face video or phone appointment with one of our colleagues. Tell them about your future goals and what you’d like to achieve with your money.

Step 3

Review your options and get back to us when you've decided. Absolutely no pressure, that's a promise.

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.

Yvonne's quote

Everyone wants to know their money is working hard for them. Some customers might be nervous they're not doing enough to save for their future. Others might be retired and keen to make their money last. It's my job to see if we can help them achieve their goals based on their current circumstances.

Yvonne Stephenson, Customer Relationship Consultant, Ilkley branch

To book a My Review

We'll call you

Simply complete our "Book a My Review" call back form and we will call you to book a review over Skipton Link.

Phone us

If you're ready to see how we can help you, call us to chat about how a My Review could help you.

Please note that Wills, POA, Funeral Plans and some areas of Inheritance Tax Planning are not regulated by the Financial Conduct Authority.

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
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