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My Review

Time to talk money?

96% of customers who had a My Review in branch were very or extremely satisfied

My Review is a face to face appointment to talk about your money, an opportunity to discuss your savings, talk about retirement and your legacy or see if there's a way you could make your money go further. We asked 2,249 customers what they thought about My Review between October 2018 and October 2019 and 96% were very or extremely satisfied.

Step 1

Request a call back or contact us to book your My Review. This can be in branch or via our video appointment service Skipton Link.

Step 2

Meet with one of our colleagues and tell them what your future goals are 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.

Request a call back to book

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:

How will Brexit impact interest rates?

We can't predict how interest rates will be affected. Whatever's going on in the outside world, it's good to check if you're doing enough to prepare for the future and achieve your goals. We could help you get your savings in a good place.

When will interest rates go up?

We'll use your 'My Review' conversation to talk about your goals and check if you've got the right balance of savings for you. Interest rates have been low for some time and where we go from here is uncertain.

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 Planning 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 Review" call back form and we will call you to book a review in Branch or over Skipton Link.

Request a call back

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.

0345 607 9711

Visit us in branch

Come and see us at any of our branches and we'll arrange an appointment to talk about your future.

Please note that the 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

*To help maintain service and quality, some telephone calls may be recorded and monitored.

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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