Go paper-free
Amend paper-free preferences for your statements and communications.
Halifax brand change investing and pensions FAQs
Your investing and pensions questions answered.
Investments
-
Your existing account will eventually be changed from the Halifax brand to Lloyds. Nothing will change straight away. In the meantime, you can carry on using them in the same way you do right now. We’ll contact you beforehand to explain what will happen in more detail.
-
Nothing will change and HSDL will carry on providing share dealing and trading services as normal. So, you can continue managing and trading your investments in the same way you do now.
-
No. Your account details won't change and you don't need to do anything. If anything changes in the future, we'll be in touch with plenty of notice to let you know.
-
You'll be able to carry on accessing and looking after your accounts the same way you do today. If anything changes in the future, we'll be in touch with plenty of notice to let you know.
-
That's fine. You don't need to do anything. Just carry on accessing your accounts like you do right now.
-
Your Halifax and Lloyds accounts will stay separate and you don't need to do anything.
-
You can carry on opening accounts as normal with Halifax. In the future, you'll be able to open these accounts in Lloyds.
-
Your application will progress as normal. We'll be in touch if we need anything from you.
-
They’ll continue to be collected as usual. You don’t need to do anything or notify anyone because your account details won’t be changing.
-
You can carry on funding your share dealing account with this card.
-
Yes it will carry over. You don't need to do anything.
-
Yes it will carry over. You don't need to do anything.
Pensions
-
There won’t be any difference to the way you access and manage your annuity. Your sort code, account number, and the terms and conditions of your account won’t change as a result of this. If anything changes in the future, we’ll let you know in the usual way.
-
What will happen if I’ve got a Halifax pension and want to get a Halifax annuity? expandable section
You’ll be able to get an annuity with Scottish Widows. Scottish Widows and Halifax both operate under Scottish Widows Limited, which is part of Lloyds Banking Group, so the annuity itself is the same. The only difference is the brand.
-
Yes. The team that supports you now will still be there.
-
Yes. Any power of attorney already in place will continue.