Common Savings Enquiries

New and improved statements

We’ve changed the way that information is presented on your savings statements to make them easier for you to read and understand.

Click here to find out more about the new statement design.


Finding out your current savings rate

Our current rates are shown on our Savings rates page.

If you have a fixed rate savings account, the rate will be shown on your statements, and on the documentation you received when you opened the account.

If you have a variable rate savings account, the rate can change from time to time, often to reflect the Bank of England base rate.  Your conditions will explain how we notify you of any rate changes.

Alternatively call us on 08457 26 36 46 (Lines open 8am to 8pm Monday to Friday and 9am to 4pm on Saturday)


Changing your address

To change the address we hold for your loan, please print off and complete our 'change of details' form on our Help Centre 'Change your address' page.

Alternatively just visit your local branch, or call our Customer Services team on 08457 39 49 59. Lines open 7.30am to 10.30pm Monday to Friday and 9am to 4.30pm weekends.


Managing your savings accounts online

As well as Web Saver  which is a purely online savings account, you can also manage other savings accounts online.

Once registered for the online service, you will be able to add and view your accounts from the 'My accounts' page.  As well as viewing your balance, you can also move money between your accounts.  Sign in now or register  for our online banking service.


Lost / damaged cards and passbooks

If you lose or damage your Web Saver, Instant Saver or Guaranteed Saver card, just call us on 08457 26 36 46 (Lines open 8am to 8pm Monday to Friday and 9am to 4pm on Saturday), and we'll arrange for a replacement card to be sent to you.

For a lost or damaged passbook, you can report this on the number above, but you'll need to visit your branch, taking ID with you, to request and collect a new one.


Requesting a Tax Certificate

Tax certificates show a person's general income and wealth, tax class and personal identity number.  In the case of married persons, they also show the same information for the spouses.

Tax certificates are available for all savings accounts other than both variable and fixed rate ISA Saver and ISA Saver Direct.

If you're registered for our online banking service, you can request a tax certificate for Web Saver by signing in and then selecting 'Tax info, changes, interest and closure' from the left hand menu.

If you're not registered for our online service and wish to request a tax certificate, call us on 08457 26 36 46 (Lines open 8am to 8pm Monday to Friday and 9am to 4pm on Saturday), or visit any branch.


Savings for Investment purposes

For longer term and tax-free savings, our range of Investments and ISAs may be more appropriate for your needs.


Passbook savings accounts

If you would prefer to have a passbook account where your deposits and withdrawals are recorded in a passbook, then you can choose from the following accounts:

 

Halifax Saver Reward

Halifax Bonus Gold

Halifax 60 Day Gold

Halifax Liquid Gold

Variable Rate Halifax ISA Saver Direct

Save4it

Halifax Monthly Saver

Halifax Treasurers Account

 

Setting up a savings account for a relative

Savings accounts can be set up for relatives under the following circumstances:

  • Joint accounts (both parties are involved in the application process)
  • Trustee accounts (e.g. for your children)
  • Power of Attorney
  • Court of Protection

For more information, just call us on 08457 26 36 46 (Lines open 8am to 8pm Monday to Friday and 9am to 4pm on Saturday), or visit your branch.


Guaranteed Reserve and fixed rate Halifax ISA Saver maturities

You will be sent a maturity pack 6 to 8 weeks before the maturity date, containing all the information you will need about the options available to you.  We then take your instructions on what to do with the matured funds.

If you lose your maturity pack, call us on 08457 26 36 46, or visit your nearest branch.