Narrow down your options from our range of products.
Useful tools and tips that could help you plan your finances.
Helpful information for setting your financial goals.
Our handy tools and information can help you plan your finances. Expand the section below and refine your search based on your individual needs.
Savings accounts are an easy way to keep your money safe. Although they’re low risk, your returns can be affected by changing interest rates. So you might want to think about investing your money as an option instead. Investments carry a higher level of risk, but could help your money to grow faster.
Remember: When investing, your capital is at risk. If you are unsure about investing, seek independent advice. Tax treatment is subject to your individual circumstances and is subject to change in the future.
Manage your own investment portfolio or select a risk level and let us do it for you. We have a wide range of options to suit all levels of investment experience.
Compare all of your options from our savings account list to find the right account for you.
Take our 60-second quiz to find out what type of investor you are.
It’s easier than you might think to save more and grow your bank balance, with our top tips for how to build a better savings habit.
With an ISA (Individual Savings Account), you could save or invest up to £20,000 tax-efficiently each tax year.
Research is key and when the stock market is volatile, it’s essential. Our handy checklist of things to ask yourself before investing can help.
Build your investment knowledge and skills with over 20 easy-to-read articles to choose from.
Do you think you’re nearly ready to invest? Our 5 step guide can help you get going on your investment plans and goals.
Want to know about fees? Take a look at our investment charges and see how we compare.
Being an informed investor means understanding risk. Take time to read about what the different types of risk are.
Get a better understanding of the market. Visit our research centre for the latest market news and more.
It’s easy to lose focus on future plans when your life’s busy, but there’s no better time than the present to think about your future. Whether you’re close to retiring, far from it, or already there, together with our pensions expert Scottish Widows we could help you.
Starting a pension pot as soon as you can is a very good idea. Even putting a small amount of money away each month can make a big difference to your future.
Whatever the future holds, take steps now to make sure you’re retirement ready. We’ve got a checklist to help you think about your pension, before you make any big decisions.
Most of us have quite a few different jobs over our working life which means different pension pots in different places. Bringing your pensions together can make them easy to manage. You could also save money.
Do you have lots of retirement questions? See the useful tips from our pensions expert Scottish Widows. 
Check overpayments and tax options with handy tools from our pensions expert Scottish Widows. 
If you’re worried coronavirus may have impacted your pensions or investments, our pensions experts Scottish Widows can explain more.
To help get the UK planning for a changing future, our pensions expert Scottish Widows has partnered with Channel 4 for Pension Awareness Day 2020.
Take a look at your future self and find out what age you could retire with this fun tool from our pensions expert Scottish Widows.
For over 200 years our pensions expert Scottish Widows has guided people through good times and bad, take a look at their videos and articles on how to plan for your future.
If you’re looking to own your first home, moving to your next, want to remortgage, have a property portfolio or are renting, we’re here to help you.
You could lose your home if you do not keep up mortgage repayments.
It's now easier to make a move in the property market. Until 31st March 2021, there will be no Stamp Duty to pay on the first £500,000 of a property's purchase price*.
* England and Northern Ireland only, does not apply to second homes. See www.gov.uk for details.
The government’s new Green Homes Grant scheme could make this an ideal time to make your property energy efficient and save on future energy bills. You could be eligible for a grant of up to £5,000* if you live in England.
* Conditions apply
From tips on how to save for a deposit to FAQs. Get everything you need to know about your first mortgage.
Look at our mortgage options and see if one is right for you.
Find out how much you could borrow and see how much you'll pay each month on our range of mortgages.
If it’s your first buy to let or you’re adding to your property portfolio – we have a range of buy to let offers.
If you’re thinking about extending or renovating your home you might want to remortgage or take Additional Borrowing. Get started today and see your options.
Expert advice for you, every step of the way. We’ve partnered with Schroders Personal Wealth, to give more of our customers access to wealth management and financial advice. A Schroders Personal Wealth Adviser will learn about your personal circumstances and aspirations, and develop a plan you can have confidence in.
To benefit from Schroders Personal Wealth management services, you’ll need to have at least: £100,000 of sole/joint savings, investments and/or personal pensions, and/or £100,000 of sole annual income.
Access investment management services and financial products to suit your needs with a Schroders Personal Wealth Adviser, and choose the level of risk you’re comfortable with.
Give yourself peace of mind by arranging to pass your wealth on in a tax-efficient way with the help of our expert wealth advisers.
From life insurance to critical illness cover and more, Schroders Personal Wealth can help you look at what’s right for you.
Schroders Personal Wealth Advisers will check your pension now and help you plan ahead for the savings and retirement income you’d like.
Schroders Personal Wealth will always be clear about any fees for advice and charges for third party products.
Speak to a Schroders Personal Wealth Adviser, from the comfort of your own home. It’s easy to do via our video online chat or by phone. Book your free, no obligation appointment today.
Halifax is a division of Bank of Scotland plc. Registered in Scotland No. SC327000. Registered Office: The Mound, Edinburgh EH1 1YZ. Bank of Scotland plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 169628.