Plan your financial future. Today.
Dreaming of a brighter future? Make the most of your money with our wide range of products, services, tools and more. Our Financial Planning Centre helps by bringing your options into one place. So it’s easy to find just what you need.
It's never too early to start planning the future you want.
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.
Tailor your search
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 and Investments
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.
Ways to invest
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.
Investment Quiz
Take our 60-second quiz to find out what type of investor you are.
ISA options
With an ISA (Individual Savings Account), you could save or invest up to £20,000 tax-efficiently each tax year.
Investing in a volatile market
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.
Boost your investment skills
Build your investment knowledge and skills with over 20 easy-to-read articles to choose from.
New to investing?
Do you think you’re nearly ready to invest? Our 5 step guide can help you get going on your investment plans and goals.
Investments fees and charges
Want to know about fees? Take a look at our investment charges and see how we compare.
Understanding risk
Being an informed investor means understanding risk. Take time to read about what the different types of risk are.
Be an informed investor
Get a better understanding of the market. Visit our research centre for the latest market news and more.
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.