Help on Lloyds
You can now use the Lloyds Help Centre for help and support.
Halifax brand change investing and pensions FAQs
Your investing and pensions questions answered.
Investments and personal pensions
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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.
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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.
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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.
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If you use Halifax online banking or the Halifax app, you will have been asked to move to Lloyds. Once set up on Lloyds, you will be able to continue using your account as you do today. Access through the Share Dealing log in will remain the same for now.
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That's fine. You don't need to do anything. Just carry on accessing your accounts like you do right now.
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Your Halifax and Lloyds accounts will stay separate and you don't need to do anything.
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Halifax investment accounts and pensions are no longer available to new customers. If you would like to apply for an account, you can explore the wide range from Lloyds to find one that's right for you.
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Your application will progress as normal. We'll be in touch if we need anything from you.
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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.
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You can carry on funding your share dealing account with this card.
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Yes it will carry over. You don't need to do anything.
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Yes it will carry over. You don't need to do anything.
Annuities
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Your annuity will stay as Halifax, so it won't be changing to Lloyds. There won't be any difference to the way you access or manage your annuity. Your policy 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.
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You’ll be able to use your pension to purchase an annuity either with another provider (Open Market Option) or with our retirement partner, Scottish Widows.
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Yes. The team that supports you now will still be there.
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Yes. Any power of attorney already in place will continue.